Neuberger Berman Sustainable Equity Fund (NBSRX)
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's environmental, social and governance (ESG) criteria. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's quality oriented financial and ESG criteria. It seeks to reduce risk by investing across many different industries. The portfolio manager employs a fundamental, research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material.
Fund Info
US6412246059
641224605
Mar 16, 1994
$1,000
Large-Cap
Blend
Expense Ratio
NBSRX has an expense ratio of 0.85%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Neuberger Berman Sustainable Equity Fund (NBSRX) returned 1.97% year-to-date (YTD) and 15.82% over the past 12 months. Over the past 10 years, NBSRX delivered an annualized return of 11.74%, outperforming the S&P 500 benchmark at 10.84%.
NBSRX
1.97%
5.13%
1.56%
15.82%
16.73%
17.03%
11.74%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of NBSRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.37% | -3.21% | -4.84% | 0.06% | 5.00% | 1.97% | |||||||
| 2024 | 2.48% | 6.16% | 3.42% | -2.98% | 3.55% | 2.86% | 1.77% | 1.91% | 0.99% | -1.02% | 7.21% | -0.78% | 28.23% |
| 2023 | 5.42% | -2.72% | 3.38% | 1.78% | 0.40% | 6.43% | 2.09% | -1.31% | -3.95% | -0.49% | 8.10% | 6.65% | 28.01% |
| 2022 | -5.09% | -2.64% | 1.84% | -8.09% | -0.56% | -8.14% | 9.10% | -4.40% | -9.03% | 8.12% | 5.44% | -3.80% | -17.79% |
| 2021 | -0.92% | 3.91% | 4.36% | 4.25% | 0.55% | 0.71% | 2.81% | 1.07% | -4.81% | 5.79% | -1.97% | 5.97% | 23.30% |
| 2020 | -1.86% | -7.30% | -13.76% | 12.21% | 4.79% | 1.44% | 6.32% | 5.17% | -2.00% | -0.62% | 12.68% | 3.94% | 19.35% |
| 2019 | 7.68% | 3.24% | 0.58% | 2.98% | -6.62% | 5.86% | 2.20% | -2.50% | 2.78% | 1.44% | 3.23% | 3.16% | 25.95% |
| 2018 | 5.61% | -3.23% | -1.75% | 0.21% | 2.35% | 1.07% | 2.70% | 2.70% | -0.79% | -7.30% | 3.48% | -10.04% | -6.00% |
| 2017 | 3.55% | 2.89% | 0.08% | 0.30% | 2.72% | -0.37% | 1.71% | -1.21% | 2.19% | 0.99% | 2.87% | 1.61% | 18.62% |
| 2016 | -6.58% | 0.79% | 6.83% | 0.22% | 1.90% | -1.35% | 4.67% | 0.55% | -0.29% | -2.03% | 3.89% | 1.73% | 10.09% |
| 2015 | -2.37% | 4.74% | -0.62% | -0.08% | 0.94% | -1.86% | 1.32% | -5.68% | -2.14% | 7.26% | 0.14% | -1.51% | -0.49% |
| 2014 | -5.42% | 6.03% | 0.31% | -0.34% | 2.00% | 2.55% | -2.32% | 3.39% | -0.92% | 1.97% | 2.89% | 0.33% | 10.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NBSRX is 72, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Neuberger Berman Sustainable Equity Fund provided a 5.76% dividend yield over the last twelve months, with an annual payout of $2.87 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.87 | $2.87 | $3.91 | $3.51 | $4.88 | $2.61 | $3.42 | $3.28 | $2.34 | $1.55 | $2.07 | $3.85 |
Dividend yield | 5.76% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.52% | 6.39% | 11.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Neuberger Berman Sustainable Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.87 | $2.87 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.91 | $3.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $3.51 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.88 | $4.88 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.61 | $2.61 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.42 | $3.42 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $3.28 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $2.34 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.55 | $1.55 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.07 | $2.07 |
| 2014 | $3.85 | $3.85 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Neuberger Berman Sustainable Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Neuberger Berman Sustainable Equity Fund was 53.63%, occurring on Mar 9, 2009. Recovery took 524 trading sessions.
The current Neuberger Berman Sustainable Equity Fund drawdown is 3.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.63% | Jul 18, 2007 | 413 | Mar 9, 2009 | 524 | Apr 5, 2011 | 937 |
| -34.07% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -33% | Jul 19, 1999 | 813 | Oct 9, 2002 | 285 | Nov 26, 2003 | 1098 |
| -25.75% | Dec 30, 2021 | 243 | Dec 15, 2022 | 247 | Dec 11, 2023 | 490 |
| -24.23% | Jul 20, 1998 | 59 | Oct 8, 1998 | 64 | Jan 6, 1999 | 123 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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