NBGIX vs. SSCPX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Saratoga Small Capitalization Portfolio (SSCPX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. SSCPX is managed by Saratoga. It was launched on Sep 1, 1994.
Performance
NBGIX vs. SSCPX - Performance Comparison
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NBGIX vs. SSCPX - 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% |
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
Returns By Period
In the year-to-date period, NBGIX achieves a -1.41% return, which is significantly higher than SSCPX's -2.63% return. Over the past 10 years, NBGIX has underperformed SSCPX with an annualized return of 8.70%, while SSCPX has yielded a comparatively higher 9.16% 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%
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
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NBGIX vs. SSCPX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is lower than SSCPX's 1.70% expense ratio.
Return for Risk
NBGIX vs. SSCPX — Risk / Return Rank
NBGIX
SSCPX
NBGIX vs. SSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Saratoga Small Capitalization Portfolio (SSCPX). 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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.72 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.14 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.14 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.17 | -1.16 |
Martin ratioReturn relative to average drawdown | 0.03 | 3.79 | -3.76 |
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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.72 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.18 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.40 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.36 | +0.17 |
Correlation
The correlation between NBGIX and SSCPX is 0.91, 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. SSCPX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.65%, more than SSCPX's 9.26% 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% |
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
Drawdowns
NBGIX vs. SSCPX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, roughly equal to the maximum SSCPX drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for NBGIX and SSCPX.
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Drawdown Indicators
| NBGIX | SSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -53.65% | +2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -11.83% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -27.78% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -43.59% | +9.06% |
Current DrawdownCurrent decline from peak | -15.90% | -11.54% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -10.30% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.66% | +0.54% |
Volatility
NBGIX vs. SSCPX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 4.90%, while Saratoga Small Capitalization Portfolio (SSCPX) has a volatility of 7.50%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than SSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | SSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 7.50% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 14.84% | -3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.75% | 22.41% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 22.10% | -2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 22.90% | -2.71% |