APPLX vs. NBSRX
Compare and contrast key facts about Appleseed Fund (APPLX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APPLX or NBSRX.
Performance
APPLX vs. NBSRX - Performance Comparison
Returns By Period
In the year-to-date period, APPLX achieves a 7.47% return, which is significantly lower than NBSRX's 25.83% return. Over the past 10 years, APPLX has underperformed NBSRX with an annualized return of 1.76%, while NBSRX has yielded a comparatively higher 5.50% annualized return.
APPLX
7.47%
0.47%
2.17%
18.65%
4.62%
1.76%
NBSRX
25.83%
2.93%
9.44%
35.26%
9.98%
5.50%
Key characteristics
| APPLX | NBSRX | |
|---|---|---|
| Sharpe Ratio | 1.46 | 1.88 |
| Sortino Ratio | 2.08 | 2.73 |
| Omega Ratio | 1.27 | 1.51 |
| Calmar Ratio | 0.68 | 2.52 |
| Martin Ratio | 7.73 | 20.66 |
| Ulcer Index | 2.34% | 1.71% |
| Daily Std Dev | 12.37% | 18.79% |
| Max Drawdown | -47.08% | -53.14% |
| Current Drawdown | -12.78% | -1.71% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APPLX vs. NBSRX - Expense Ratio Comparison
APPLX has a 1.14% expense ratio, which is higher than NBSRX's 0.85% expense ratio.
Correlation
The correlation between APPLX and NBSRX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
APPLX vs. NBSRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Neuberger Berman Sustainable Equity Fund (NBSRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APPLX vs. NBSRX - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.82%, less than NBSRX's 7.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.82% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% | 0.00% | 0.00% | 0.02% |
NBSRX Neuberger Berman Sustainable Equity Fund | 7.92% | 9.97% | 10.09% | 0.46% | 0.60% | 0.66% | 0.49% | 0.63% | 0.65% | 0.68% | 0.74% | 0.86% |
Drawdowns
APPLX vs. NBSRX - Drawdown Comparison
The maximum APPLX drawdown since its inception was -47.08%, smaller than the maximum NBSRX drawdown of -53.14%. Use the drawdown chart below to compare losses from any high point for APPLX and NBSRX. For additional features, visit the drawdowns tool.
Volatility
APPLX vs. NBSRX - Volatility Comparison
The current volatility for Appleseed Fund (APPLX) is 3.81%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 4.50%. This indicates that APPLX experiences smaller price fluctuations and is considered to be less risky than NBSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.