NBGNX vs. VINIX

In the year-to-date period, NBGNX achieves a -3.99% return, which is significantly lower than VINIX's -0.30% return. Over the past 10 years, NBGNX has underperformed VINIX with an annualized return of 1.02%, while VINIX has yielded a comparatively higher 11.32% annualized return.

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NBGNX has a 0.99% expense ratio, which is higher than VINIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.

The current NBGNX Sharpe Ratio is -0.17, which is lower than the VINIX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of NBGNX and VINIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBGNX's dividend yield for the trailing twelve months is around 2.24%, more than VINIX's 1.32% yield.

The maximum NBGNX drawdown since its inception was -51.48%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for NBGNX and VINIX. For additional features, visit the drawdowns tool.

Neuberger Berman Genesis Fund (NBGNX) has a higher volatility of 5.33% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 4.77%. This indicates that NBGNX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.