NBGIX vs. NEAGX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Needham Aggressive Growth Fund (NEAGX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
NBGIX vs. NEAGX - Performance Comparison
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NBGIX vs. NEAGX - 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% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, NBGIX achieves a 1.00% return, which is significantly lower than NEAGX's 11.92% return. Over the past 10 years, NBGIX has underperformed NEAGX with an annualized return of 8.97%, while NEAGX has yielded a comparatively higher 18.04% 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%
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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NBGIX vs. NEAGX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
NBGIX vs. NEAGX — Risk / Return Rank
NBGIX
NEAGX
NBGIX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Needham Aggressive Growth Fund (NEAGX). 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 | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 2.14 | -1.89 |
Sortino ratioReturn per unit of downside risk | 0.52 | 2.71 | -2.19 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.38 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 4.27 | -4.04 |
Martin ratioReturn relative to average drawdown | 0.71 | 15.19 | -14.49 |
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 | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 2.14 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.62 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.76 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.59 | -0.06 |
Correlation
The correlation between NBGIX and NEAGX is 0.83, 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.
Dividends
NBGIX vs. NEAGX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.25%, more than NEAGX's 1.91% 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% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
NBGIX vs. NEAGX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for NBGIX and NEAGX.
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Drawdown Indicators
| NBGIX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -41.80% | -9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -14.01% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -36.31% | +8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -36.31% | +1.78% |
Current DrawdownCurrent decline from peak | -13.84% | -7.75% | -6.09% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -8.72% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 3.93% | +0.29% |
Volatility
NBGIX vs. NEAGX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 5.61%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.64%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 11.64% | -6.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 19.84% | -8.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 28.93% | -8.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 24.33% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.20% | 23.90% | -3.70% |