NBGIX vs. NEMIX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Neuberger Berman Emerging Markets Equity Fund (NEMIX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. NEMIX is managed by Neuberger Berman. It was launched on Oct 7, 2008.
Performance
NBGIX vs. NEMIX - Performance Comparison
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NBGIX vs. NEMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | -1.41% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
NEMIX Neuberger Berman Emerging Markets Equity Fund | 0.94% | 35.31% | 12.87% | 4.68% | -23.86% | -3.32% | 13.31% | 18.98% | -17.32% | 41.62% |
Returns By Period
In the year-to-date period, NBGIX achieves a -1.41% return, which is significantly lower than NEMIX's 0.94% return. Over the past 10 years, NBGIX has outperformed NEMIX with an annualized return of 8.70%, while NEMIX has yielded a comparatively lower 7.16% annualized return.
NBGIX
- 1D
- -0.60%
- 1M
- -8.83%
- YTD
- -1.41%
- 6M
- -3.00%
- 1Y
- 2.66%
- 3Y*
- 3.57%
- 5Y*
- 1.25%
- 10Y*
- 8.70%
NEMIX
- 1D
- -0.82%
- 1M
- -10.77%
- YTD
- 0.94%
- 6M
- 4.39%
- 1Y
- 32.20%
- 3Y*
- 16.09%
- 5Y*
- 2.73%
- 10Y*
- 7.16%
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NBGIX vs. NEMIX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is lower than NEMIX's 1.23% expense ratio.
Return for Risk
NBGIX vs. NEMIX — Risk / Return Rank
NBGIX
NEMIX
NBGIX vs. NEMIX - 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 Emerging Markets Equity Fund (NEMIX). 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 | NEMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 2.05 | -1.92 |
Sortino ratioReturn per unit of downside risk | 0.35 | 2.67 | -2.33 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.39 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 2.58 | -2.57 |
Martin ratioReturn relative to average drawdown | 0.03 | 9.01 | -8.99 |
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 | NEMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 2.05 | -1.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.17 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.43 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.37 | +0.16 |
Correlation
The correlation between NBGIX and NEMIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NBGIX vs. NEMIX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.65%, more than NEMIX's 0.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 16.65% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
NEMIX Neuberger Berman Emerging Markets Equity Fund | 0.02% | 0.02% | 0.14% | 1.34% | 0.44% | 1.06% | 0.36% | 1.80% | 1.00% | 0.63% | 0.52% | 0.69% |
Drawdowns
NBGIX vs. NEMIX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, which is greater than NEMIX's maximum drawdown of -41.28%. Use the drawdown chart below to compare losses from any high point for NBGIX and NEMIX.
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Drawdown Indicators
| NBGIX | NEMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -41.28% | -10.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -11.66% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -38.67% | +10.40% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -41.28% | +6.75% |
Current DrawdownCurrent decline from peak | -15.90% | -11.66% | -4.24% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -14.25% | +6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.34% | +0.86% |
Volatility
NBGIX vs. NEMIX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 4.90%, while Neuberger Berman Emerging Markets Equity Fund (NEMIX) has a volatility of 5.85%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than NEMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | NEMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.85% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 11.03% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.75% | 15.60% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 15.74% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 16.72% | +3.47% |