Neuberger Berman Next Generation Connectivity Fund (NBXG)

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The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Next Generation Connectivity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Neuberger Berman Next Generation Connectivity Fund (NBXG) has returned -8.47% so far this year and 15.54% over the past 12 months.

Based on dividend-adjusted daily data since May 26, 2021, NBXG's average daily return is +0.02%, while the average monthly return is +0.23%. At this rate, your investment would double in approximately 25.1 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2023 with a return of +12.7%, while the worst month was Apr 2022 at -17.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, NBXG closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Jun 13, 2022 at -7.5%.

Neuberger Berman Next Generation Connectivity Fund has an annualized alpha of -8.66%, beta of 1.24, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since May 27, 2021.

• This fund participated in 119.15% of S&P 500 Index downside but only 82.92% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -8.66% versus S&P 500 Index — delivering less than market exposure alone would predict.

NBXG has a high expense ratio of 1.37%, indicating above-average management fees.

NBXG ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Neuberger Berman Next Generation Connectivity Fund (NBXG) and compare them to a chosen benchmark (S&P 500 Index).

Neuberger Berman Next Generation Connectivity Fund provided a 10.26% dividend yield over the last twelve months, with an annual payout of $1.32 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Neuberger Berman Next Generation Connectivity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Neuberger Berman Next Generation Connectivity 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 Next Generation Connectivity Fund was 51.76%, occurring on Oct 14, 2022. Recovery took 662 trading sessions.

The current Neuberger Berman Next Generation Connectivity Fund drawdown is 12.74%.

The chart below shows the rolling one-month volatility.