NBGNX vs. NEAGX
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and Needham Aggressive Growth Fund (NEAGX).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or NEAGX.
Key characteristics
| NBGNX | NEAGX | |
|---|---|---|
| YTD Return | 19.26% | 17.00% |
| 1Y Return | 37.66% | 34.33% |
| 3Y Return (Ann) | -0.06% | 2.84% |
| 5Y Return (Ann) | 6.97% | 18.61% |
| 10Y Return (Ann) | 1.64% | 7.01% |
| Sharpe Ratio | 1.99 | 1.49 |
| Sortino Ratio | 2.81 | 2.16 |
| Omega Ratio | 1.34 | 1.26 |
| Calmar Ratio | 1.30 | 1.75 |
| Martin Ratio | 12.04 | 5.73 |
| Ulcer Index | 3.06% | 5.86% |
| Daily Std Dev | 18.52% | 22.50% |
| Max Drawdown | -59.83% | -53.03% |
| Current Drawdown | -1.17% | -5.68% |
Correlation
The correlation between NBGNX and NEAGX is 0.83, 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.
Performance
NBGNX vs. NEAGX - Performance Comparison
In the year-to-date period, NBGNX achieves a 19.26% return, which is significantly higher than NEAGX's 17.00% return. Over the past 10 years, NBGNX has underperformed NEAGX with an annualized return of 1.64%, while NEAGX has yielded a comparatively higher 7.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NBGNX vs. NEAGX - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Risk-Adjusted Performance
NBGNX vs. NEAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and Needham Aggressive Growth Fund (NEAGX). 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.
Dividends
NBGNX vs. NEAGX - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.57%, while NEAGX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.57% | 3.07% | 11.05% | 0.00% | 0.00% | 0.05% | 0.05% | 0.20% | 0.47% | 0.52% | 0.38% | 0.57% |
NEAGX Needham Aggressive Growth 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% |
Drawdowns
NBGNX vs. NEAGX - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -59.83%, which is greater than NEAGX's maximum drawdown of -53.03%. Use the drawdown chart below to compare losses from any high point for NBGNX and NEAGX. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. NEAGX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 6.38%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 7.07%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.