NBGNX vs. FSTGX
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and Fidelity Intermediate Government Income Fund (FSTGX).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. FSTGX is managed by Fidelity. It was launched on May 2, 1988.
Performance
NBGNX vs. FSTGX - Performance Comparison
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NBGNX vs. FSTGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 0.95% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
FSTGX Fidelity Intermediate Government Income Fund | -0.12% | 6.00% | 2.24% | 3.88% | -8.76% | -2.28% | 5.46% | 4.84% | 1.20% | 0.98% |
Returns By Period
In the year-to-date period, NBGNX achieves a 0.95% return, which is significantly higher than FSTGX's -0.12% return. Over the past 10 years, NBGNX has outperformed FSTGX with an annualized return of 8.79%, while FSTGX has yielded a comparatively lower 1.06% annualized return.
NBGNX
- 1D
- 2.44%
- 1M
- -7.10%
- YTD
- 0.95%
- 6M
- -0.56%
- 1Y
- 4.27%
- 3Y*
- 4.26%
- 5Y*
- 1.26%
- 10Y*
- 8.79%
FSTGX
- 1D
- 0.10%
- 1M
- -1.00%
- YTD
- -0.12%
- 6M
- 0.64%
- 1Y
- 3.29%
- 3Y*
- 3.19%
- 5Y*
- 0.44%
- 10Y*
- 1.06%
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NBGNX vs. FSTGX - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than FSTGX's 0.45% expense ratio.
Return for Risk
NBGNX vs. FSTGX — Risk / Return Rank
NBGNX
FSTGX
NBGNX vs. FSTGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and Fidelity Intermediate Government Income Fund (FSTGX). 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.
| NBGNX | FSTGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.15 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.51 | 1.76 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 2.09 | -1.88 |
Martin ratioReturn relative to average drawdown | 0.67 | 6.57 | -5.90 |
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
| NBGNX | FSTGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.15 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.11 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.32 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.21 | -0.57 |
Correlation
The correlation between NBGNX and FSTGX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NBGNX vs. FSTGX - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 16.20%, more than FSTGX's 2.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 16.20% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
FSTGX Fidelity Intermediate Government Income Fund | 2.84% | 3.04% | 2.94% | 2.12% | 0.99% | 0.77% | 2.65% | 1.85% | 1.84% | 1.47% | 1.52% | 1.69% |
Drawdowns
NBGNX vs. FSTGX - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -51.75%, which is greater than FSTGX's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for NBGNX and FSTGX.
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Drawdown Indicators
| NBGNX | FSTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -13.66% | -38.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -1.80% | -11.46% |
Max Drawdown (5Y)Largest decline over 5 years | -28.33% | -12.54% | -15.79% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -13.66% | -20.87% |
Current DrawdownCurrent decline from peak | -14.01% | -1.30% | -12.71% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -1.57% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 0.57% | +3.66% |
Volatility
NBGNX vs. FSTGX - Volatility Comparison
Neuberger Berman Genesis Fund (NBGNX) has a higher volatility of 5.62% compared to Fidelity Intermediate Government Income Fund (FSTGX) at 0.96%. This indicates that NBGNX's price experiences larger fluctuations and is considered to be riskier than FSTGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGNX | FSTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 0.96% | +4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 1.74% | +9.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 2.98% | +17.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 4.08% | +15.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 3.38% | +16.81% |