JSCGX vs. NBGNX
JSCGX (Jacob Small Cap Growth Fund) and NBGNX (Neuberger Berman Genesis Fund) are both Small Cap Growth Equities funds. Over the past 10 years, JSCGX returned 6.60%/yr vs 9.36%/yr for NBGNX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. JSCGX charges 1.97%/yr vs 0.99%/yr for NBGNX.
Performance
JSCGX vs. NBGNX - Performance Comparison
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Returns By Period
In the year-to-date period, JSCGX achieves a -25.96% return, which is significantly lower than NBGNX's 12.58% return. Over the past 10 years, JSCGX has underperformed NBGNX with an annualized return of 6.60%, while NBGNX has yielded a comparatively higher 9.36% annualized return.
JSCGX
- 1D
- 1.40%
- 1M
- -6.47%
- 6M
- -16.13%
- YTD
- -25.96%
- 1Y
- -6.43%
- 3Y*
- 6.20%
- 5Y*
- -8.61%
- 10Y*
- 6.60%
- ALL TIME*
- 6.28%
NBGNX
- 1D
- 0.53%
- 1M
- -0.53%
- 6M
- 7.03%
- YTD
- 12.58%
- 1Y
- 12.79%
- 3Y*
- 5.60%
- 5Y*
- 2.83%
- 10Y*
- 9.36%
- ALL TIME*
- 11.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JSCGX vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | -25.96% | 41.65% | 12.89% | 18.74% | -50.37% | -0.60% | 60.95% | 20.04% | 8.26% | 20.61% |
NBGNX Neuberger Berman Genesis Fund | 12.58% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Correlation
The correlation between JSCGX and NBGNX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2010 | 0.77 |
Over the past year, the correlation between JSCGX and NBGNX has dropped to 0.54 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
JSCGX vs. NBGNX — Risk / Return Rank
JSCGX
NBGNX
JSCGX vs. NBGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Small Cap Growth Fund (JSCGX) and Neuberger Berman Genesis Fund (NBGNX). 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.
| JSCGX | NBGNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.11 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 0.89 | -1.17 |
| Martin ratioReturn relative to average drawdown | -0.50 | 2.38 | -2.88 |
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Drawdowns
JSCGX vs. NBGNX - Drawdown Comparison
The maximum JSCGX drawdown since its inception was -70.07%, which is greater than NBGNX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for JSCGX and NBGNX.
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Drawdown Indicators
| JSCGX | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.07% | -51.75% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -32.69% | -10.77% | -21.92% |
Max Drawdown (3Y)Largest decline over 3 years | -32.69% | -27.51% | -5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -67.86% | -28.33% | -39.53% |
Max Drawdown (10Y)Largest decline over 10 years | -70.07% | -34.53% | -35.54% |
Current DrawdownCurrent decline from peak | -48.66% | -4.11% | -44.55% |
Average DrawdownAverage peak-to-trough decline | -25.30% | -7.15% | -18.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.20% | 4.04% | +14.16% |
Volatility
JSCGX vs. NBGNX - Volatility Comparison
Jacob Small Cap Growth Fund (JSCGX) has a higher volatility of 6.85% compared to Neuberger Berman Genesis Fund (NBGNX) at 3.76%. This indicates that JSCGX's price experiences larger fluctuations and is considered to be riskier than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSCGX | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 3.76% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 21.49% | 11.36% | +10.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.83% | 16.30% | +12.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.28% | 19.70% | +16.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.78% | 20.20% | +12.58% |
JSCGX vs. NBGNX - Expense Ratio Comparison
JSCGX has a 1.97% expense ratio, which is higher than NBGNX's 0.99% expense ratio.
Dividends
JSCGX vs. NBGNX - Dividend Comparison
JSCGX has not paid dividends to shareholders, while NBGNX's dividend yield for the trailing twelve months is around 14.53%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.09% | 13.69% | 2.57% | 1.13% | 0.00% | 0.00% | 0.59% |
NBGNX Neuberger Berman Genesis Fund | 14.53% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
Frequently Asked Questions
JSCGX and NBGNX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JSCGX has higher volatility (6.85%) compared to NBGNX (3.76%). In terms of maximum drawdown, JSCGX dropped -70.07% vs NBGNX's -51.75%.
NBGNX currently has the higher Sharpe Ratio (0.59 vs -0.32), 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.
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