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NBGNX vs. IJR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

NBGNX vs. IJR

Last updated May 12, 2025

Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and iShares Core S&P Small-Cap ETF (IJR).

NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or IJR.

Correlation

The correlation between NBGNX and IJR is 0.00. 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.

Performance

NBGNX vs. IJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Genesis Fund (NBGNX) and iShares Core S&P Small-Cap ETF (IJR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

NBGNX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IJR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NBGNX vs. IJR - Expense Ratio Comparison

NBGNX has a 0.99% expense ratio, which is higher than IJR's 0.07% expense ratio.

NBGNX
Neuberger Berman Genesis Fund
IJR
iShares Core S&P Small-Cap ETF

Risk-Adjusted Performance

NBGNX vs. IJR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NBGNX
The Risk-Adjusted Performance Rank of NBGNX is 1212
Overall Rank
The Sharpe Ratio Rank of NBGNX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of NBGNX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of NBGNX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of NBGNX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of NBGNX is 1313
Martin Ratio Rank
IJR
The Risk-Adjusted Performance Rank of IJR is 1414
Overall Rank
The Sharpe Ratio Rank of IJR is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of IJR is 1515
Sortino Ratio Rank
The Omega Ratio Rank of IJR is 1515
Omega Ratio Rank
The Calmar Ratio Rank of IJR is 1313
Calmar Ratio Rank
The Martin Ratio Rank of IJR is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NBGNX vs. IJR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and iShares Core S&P Small-Cap ETF (IJR). 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.

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Dividends

NBGNX vs. IJR - Dividend Comparison

NBGNX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.28%.

TTM20242023202220212020201920182017201620152014
NBGNX
Neuberger Berman Genesis Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IJR
iShares Core S&P Small-Cap ETF		2.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NBGNX vs. IJR - Drawdown Comparison

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Volatility

NBGNX vs. IJR - Volatility Comparison

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