CCASX vs. NBGIX
CCASX (Conestoga Small Cap) and NBGIX (Neuberger Berman Genesis Fund Institutional Class) are both Small Cap Growth Equities funds. Over the past 10 years, CCASX returned 8.88%/yr vs 9.69%/yr for NBGIX. Their correlation of 0.90 means they have usually moved in the same direction. CCASX charges 1.10%/yr vs 0.84%/yr for NBGIX.
Performance
CCASX vs. NBGIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CCASX achieves a 3.13% return, which is significantly lower than NBGIX's 13.23% return. Over the past 10 years, CCASX has underperformed NBGIX with an annualized return of 8.88%, while NBGIX has yielded a comparatively higher 9.69% annualized return.
CCASX
- 1D
- 0.70%
- 1M
- -4.12%
- 6M
- 0.58%
- YTD
- 3.13%
- 1Y
- 1.40%
- 3Y*
- 0.70%
- 5Y*
- -1.52%
- 10Y*
- 8.88%
- ALL TIME*
- 9.42%
NBGIX
- 1D
- 0.48%
- 1M
- -0.05%
- 6M
- 6.86%
- YTD
- 13.23%
- 1Y
- 13.51%
- 3Y*
- 6.00%
- 5Y*
- 3.09%
- 10Y*
- 9.69%
- ALL TIME*
- 10.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CCASX Conestoga Small Cap | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
CCASX vs. NBGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 3.13% | -11.00% | 8.74% | 22.13% | -28.32% | 16.02% | 30.34% | 25.18% | 0.60% | 28.42% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 13.23% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
Correlation
The correlation between CCASX and NBGIX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 14, 2002 | 0.90 |
The correlation between CCASX and NBGIX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CCASX vs. NBGIX — Risk / Return Rank
CCASX
NBGIX
CCASX vs. NBGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.
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.
| CCASX | NBGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.14 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.13 | -1.09 |
| Martin ratioReturn relative to average drawdown | 0.09 | 3.01 | -2.92 |
Loading charts...
Drawdowns
CCASX vs. NBGIX - Drawdown Comparison
The maximum CCASX drawdown since its inception was -48.00%, smaller than the maximum NBGIX drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for CCASX and NBGIX.
Loading charts...
Drawdown Indicators
| CCASX | NBGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.00% | -51.62% | +3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -10.75% | -3.76% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -27.48% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -38.14% | -28.27% | -9.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.14% | -34.53% | -3.61% |
Current DrawdownCurrent decline from peak | -17.17% | -3.41% | -13.76% |
Average DrawdownAverage peak-to-trough decline | -9.24% | -7.46% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 4.02% | +1.65% |
Volatility
CCASX vs. NBGIX - Volatility Comparison
Conestoga Small Cap (CCASX) has a higher volatility of 4.90% compared to Neuberger Berman Genesis Fund Institutional Class (NBGIX) at 3.76%. This indicates that CCASX's price experiences larger fluctuations and is considered to be riskier than NBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CCASX | NBGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 3.76% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.93% | 11.37% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.13% | 16.31% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.89% | 19.69% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 20.21% | +1.30% |
CCASX vs. NBGIX - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is higher than NBGIX's 0.84% expense ratio.
Dividends
CCASX vs. NBGIX - Dividend Comparison
CCASX's dividend yield for the trailing twelve months is around 5.41%, less than NBGIX's 14.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 5.41% | 5.58% | 0.00% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.49% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
Frequently Asked Questions
CCASX and NBGIX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CCASX has higher volatility (4.90%) compared to NBGIX (3.76%). In terms of maximum drawdown, CCASX dropped -48.00% vs NBGIX's -51.62%.
NBGIX currently has the higher Sharpe Ratio (0.75 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CCASX and NBGIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer