- ISIN
- US6412246059
- CUSIP
- 641224605
- Issuer
- Neuberger Berman
- Inception Date
- Mar 16, 1994
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
NBSRX Performance Chart
Neuberger Berman Sustainable Equity Fund (NBSRX) is up 17.1% since the beginning of the year. NBSRX is currently trading at $66 per share. Investors who bought $1,000 worth of NBSRX shares 5 years ago would now be looking at an investment worth $2,026.
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Returns By Period
Neuberger Berman Sustainable Equity Fund (NBSRX) has returned 17.07% so far this year and 35.60% over the past 12 months. Looking at the last ten years, NBSRX has achieved an annualized return of 15.08%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Neuberger Berman Sustainable Equity Fund
- 1D
- 0.71%
- 1M
- 6.22%
- YTD
- 17.07%
- 6M
- 16.89%
- 1Y
- 35.60%
- 3Y*
- 25.35%
- 5Y*
- 15.17%
- 10Y*
- 15.08%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
NBSRX Monthly Returns History
Based on dividend-adjusted daily data since Mar 16, 1994, NBSRX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +12.7%, while the worst month was Oct 2008 at -19.1%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.
On a daily basis, NBSRX closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.29% | 0.00% | -5.08% | 12.02% | 3.38% | 5.15% | 17.07% | ||||||
| 2025 | 5.37% | -3.21% | -4.84% | 0.06% | 5.15% | 3.13% | 1.13% | 1.60% | 1.87% | 0.97% | 0.77% | 4.66% | 17.37% |
| 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% | 5.61% | 26.76% |
| 2022 | -5.09% | -2.64% | 1.84% | -8.09% | -0.56% | -8.14% | 9.10% | -4.40% | -9.03% | 8.12% | 5.44% | -4.98% | -18.81% |
| 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% |
Benchmark Metrics
Neuberger Berman Sustainable Equity Fund has an annualized alpha of 2.34%, beta of 0.92, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since March 16, 1994.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.76%) than losses (90.78%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.34% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.92 and R2 of 0.91, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.34%
- Beta
- 0.92
- R²
- 0.91
- Upside Capture
- 98.76%
- Downside Capture
- 90.78%
Expense Ratio
NBSRX has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NBSRX ranks 82 for risk / return — in the top 82% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NBSRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.37 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.47 | 2.78 | +0.69 |
| Martin ratioReturn relative to average drawdown | 14.85 | 12.44 | +2.41 |
Dividends
Dividend History
Neuberger Berman Sustainable Equity Fund provided a 2.01% dividend yield over the last twelve months, with an annual payout of $1.32 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.32 | $2.87 | $3.91 | $3.51 | $4.88 | $2.61 | $3.42 | $3.28 | $2.34 | $1.55 | $2.07 |
Dividend yield | 2.01% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 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 |
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 53.74%, occurring on Mar 9, 2009. Recovery took 525 trading sessions.
The current Neuberger Berman Sustainable Equity Fund drawdown is 0.82%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.74%Mar 2009 | 1y 7mo | 2y 28d | 3y 8moJul 2007 - Apr 2011 |
COVID crash2020 | -34.07%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Dot-com crash2000–2002 | -33.84%Oct 2002 | 3y 2mo | 1y 1mo | 4y 4moJul 1999 - Dec 2003 |
Bear market2022 | -25.39%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
1998 bear market1998 | -24.24%Oct 1998 | 2mo 20d | 3mo | 5mo 20dJul 1998 - Jan 1999 |
Drawdown Indicators
| NBSRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -56.78% | +3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -9.10% | -0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -16.28% | -18.90% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -25.43% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -33.92% | -0.15% |
Current DrawdownCurrent decline from peak | -0.82% | -1.80% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -10.71% | +3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.03% | +0.31% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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