NBGIX vs. NCRLX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Neuberger Berman Core Bond Fund (NCRLX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995.
Performance
NBGIX vs. NCRLX - Performance Comparison
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NBGIX vs. NCRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 1.00% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
NCRLX Neuberger Berman Core Bond Fund | -0.38% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | 9.43% | -1.06% | 3.95% |
Returns By Period
In the year-to-date period, NBGIX achieves a 1.00% return, which is significantly higher than NCRLX's -0.38% return. Over the past 10 years, NBGIX has outperformed NCRLX with an annualized return of 8.97%, while NCRLX has yielded a comparatively lower 1.87% annualized return.
NBGIX
- 1D
- 2.45%
- 1M
- -7.08%
- YTD
- 1.00%
- 6M
- -0.47%
- 1Y
- 4.43%
- 3Y*
- 4.41%
- 5Y*
- 1.41%
- 10Y*
- 8.97%
NCRLX
- 1D
- 0.11%
- 1M
- -1.78%
- YTD
- -0.38%
- 6M
- 0.18%
- 1Y
- 3.82%
- 3Y*
- 3.62%
- 5Y*
- -0.04%
- 10Y*
- 1.87%
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NBGIX vs. NCRLX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than NCRLX's 0.39% expense ratio.
Return for Risk
NBGIX vs. NCRLX — Risk / Return Rank
NBGIX
NCRLX
NBGIX vs. NCRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Neuberger Berman Core Bond Fund (NCRLX). 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.
| NBGIX | NCRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.93 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.35 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.16 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.79 | -1.57 |
Martin ratioReturn relative to average drawdown | 0.71 | 5.39 | -4.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBGIX | NCRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.93 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | -0.01 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.38 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.49 | +0.04 |
Correlation
The correlation between NBGIX and NCRLX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NBGIX vs. NCRLX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.25%, more than NCRLX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 16.25% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
NCRLX Neuberger Berman Core Bond Fund | 4.35% | 4.68% | 4.76% | 3.90% | 2.63% | 2.47% | 4.76% | 3.37% | 3.00% | 2.80% | 3.37% | 3.15% |
Drawdowns
NBGIX vs. NCRLX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, which is greater than NCRLX's maximum drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for NBGIX and NCRLX.
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Drawdown Indicators
| NBGIX | NCRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -19.21% | -32.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -2.88% | -10.38% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -19.21% | -9.06% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -19.21% | -15.32% |
Current DrawdownCurrent decline from peak | -13.84% | -2.69% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -3.82% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 0.96% | +3.26% |
Volatility
NBGIX vs. NCRLX - Volatility Comparison
Neuberger Berman Genesis Fund Institutional Class (NBGIX) has a higher volatility of 5.61% compared to Neuberger Berman Core Bond Fund (NCRLX) at 1.58%. This indicates that NBGIX's price experiences larger fluctuations and is considered to be riskier than NCRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | NCRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 1.58% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 2.65% | +8.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 4.42% | +16.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 5.99% | +13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.20% | 4.98% | +15.22% |