NBGIX vs. WFSPX
NBGIX (Neuberger Berman Genesis Fund Institutional Class) and WFSPX (iShares S&P 500 Index Fund Class K) are both mutual funds - NBGIX is a Small Cap Growth Equities fund managed by Neuberger Berman, while WFSPX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, NBGIX returned 9.56%/yr vs 15.68%/yr for WFSPX. Their correlation of 0.84 suggests significant overlap in exposure. NBGIX charges 0.84%/yr vs 0.03%/yr for WFSPX.
Performance
NBGIX vs. WFSPX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with NBGIX having a 9.90% return and WFSPX slightly lower at 9.77%. Over the past 10 years, NBGIX has underperformed WFSPX with an annualized return of 9.56%, while WFSPX has yielded a comparatively higher 15.68% annualized return.
NBGIX
- 1D
- 2.11%
- 1M
- 4.01%
- YTD
- 9.90%
- 6M
- 7.43%
- 1Y
- 12.07%
- 3Y*
- 6.50%
- 5Y*
- 3.84%
- 10Y*
- 9.56%
WFSPX
- 1D
- -0.36%
- 1M
- 0.10%
- YTD
- 9.77%
- 6M
- 8.77%
- 1Y
- 25.45%
- 3Y*
- 21.35%
- 5Y*
- 13.57%
- 10Y*
- 15.68%
NBGIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 9.90% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
WFSPX iShares S&P 500 Index Fund Class K | 9.77% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Correlation
The correlation between NBGIX and WFSPX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1999 | 0.84 |
The correlation between NBGIX and WFSPX shifts across timeframes, from 0.67 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NBGIX vs. WFSPX — Risk / Return Rank
NBGIX
WFSPX
NBGIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and iShares S&P 500 Index Fund Class K (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.39 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 3.01 | -1.91 |
| Martin ratioReturn relative to average drawdown | 2.93 | 13.58 | -10.66 |
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Drawdowns
NBGIX vs. WFSPX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for NBGIX and WFSPX.
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Drawdown Indicators
| NBGIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -58.21% | +6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -8.90% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -27.48% | -18.74% | -8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -24.51% | -3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -33.74% | -0.79% |
Current DrawdownCurrent decline from peak | -6.24% | -1.72% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -12.76% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 1.97% | +2.05% |
Volatility
NBGIX vs. WFSPX - Volatility Comparison
Neuberger Berman Genesis Fund Institutional Class (NBGIX) and iShares S&P 500 Index Fund Class K (WFSPX) have volatilities of 4.71% and 4.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.67% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 9.83% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 12.49% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 16.97% | +2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 18.07% | +2.17% |
NBGIX vs. WFSPX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Dividends
NBGIX vs. WFSPX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 14.93%, more than WFSPX's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.93% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
WFSPX iShares S&P 500 Index Fund Class K | 1.59% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Frequently Asked Questions
NBGIX and WFSPX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBGIX has higher volatility (4.71%) compared to WFSPX (4.67%). In terms of maximum drawdown, NBGIX dropped -51.62% vs WFSPX's -58.21%.
WFSPX currently has the higher Sharpe Ratio (2.15 vs 0.72), 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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