NBGIX vs. NMANX
NBGIX (Neuberger Berman Genesis Fund Institutional Class) and NMANX (Neuberger Berman Mid Cap Growth Fund) are both mutual funds - NBGIX is a Small Cap Growth Equities fund managed by Neuberger Berman, while NMANX is a Mid Cap Growth Equities fund managed by Neuberger Berman. Over the past 10 years, NBGIX returned 9.54%/yr vs 11.29%/yr for NMANX. Their correlation of 0.85 means they have usually moved in the same direction. NBGIX charges 0.84%/yr vs 0.83%/yr for NMANX.
Performance
NBGIX vs. NMANX - Performance Comparison
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Returns By Period
In the year-to-date period, NBGIX achieves a 12.69% return, which is significantly higher than NMANX's 2.39% return. Over the past 10 years, NBGIX has underperformed NMANX with an annualized return of 9.54%, while NMANX has yielded a comparatively higher 11.29% annualized return.
NBGIX
- 1D
- 0.53%
- 1M
- -0.52%
- 6M
- 7.12%
- YTD
- 12.69%
- 1Y
- 12.97%
- 3Y*
- 5.76%
- 5Y*
- 2.99%
- 10Y*
- 9.54%
- ALL TIME*
- 10.63%
NMANX
- 1D
- 2.04%
- 1M
- -4.21%
- 6M
- 0.54%
- YTD
- 2.39%
- 1Y
- -2.04%
- 3Y*
- 11.39%
- 5Y*
- 2.50%
- 10Y*
- 11.29%
- ALL TIME*
- 10.31%
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 |
NBGIX vs. NMANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 12.69% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
NMANX Neuberger Berman Mid Cap Growth Fund | 2.39% | 5.51% | 24.39% | 18.21% | -28.82% | 12.42% | 39.45% | 33.62% | -6.28% | 29.01% |
Correlation
The correlation between NBGIX and NMANX is 0.64, 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. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1999 | 0.85 |
Over the past year, the correlation between NBGIX and NMANX has dropped to 0.64 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
NBGIX vs. NMANX — Risk / Return Rank
NBGIX
NMANX
NBGIX vs. NMANX - 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 Mid Cap Growth Fund (NMANX). 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.
| NBGIX | NMANX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.99 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | -0.23 | +1.14 |
| Martin ratioReturn relative to average drawdown | 2.43 | -0.64 | +3.07 |
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Drawdowns
NBGIX vs. NMANX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, smaller than the maximum NMANX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for NBGIX and NMANX.
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Drawdown Indicators
| NBGIX | NMANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -72.14% | +20.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -17.71% | +6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -27.48% | -25.93% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -38.10% | +9.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -38.10% | +3.57% |
Current DrawdownCurrent decline from peak | -3.87% | -8.53% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -17.36% | +9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 6.40% | -2.38% |
Volatility
NBGIX vs. NMANX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 3.75%, while Neuberger Berman Mid Cap Growth Fund (NMANX) has a volatility of 5.70%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than NMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | NMANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 5.70% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 17.55% | -6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 22.12% | -5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.70% | 23.50% | -3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 22.58% | -2.37% |
NBGIX vs. NMANX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than NMANX's 0.83% expense ratio.
Dividends
NBGIX vs. NMANX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 14.56%, less than NMANX's 22.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.56% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
NMANX Neuberger Berman Mid Cap Growth Fund | 22.56% | 23.10% | 9.85% | 3.19% | 4.87% | 16.30% | 9.58% | 5.43% | 11.70% | 8.94% | 5.00% | 9.00% |
Frequently Asked Questions
NBGIX and NMANX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NMANX has higher volatility (5.70%) compared to NBGIX (3.75%). In terms of maximum drawdown, NBGIX dropped -51.62% vs NMANX's -72.14%.
NBGIX currently has the higher Sharpe Ratio (0.60 vs -0.19), 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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