NBIIX vs. PZRIX
Compare and contrast key facts about Neuberger Berman International Equity Fund (NBIIX) and PIMCO RAE Global ex-US Fund (PZRIX).
NBIIX is managed by Neuberger Berman. It was launched on Jun 16, 2005. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
NBIIX vs. PZRIX - Performance Comparison
Loading graphics...
NBIIX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBIIX Neuberger Berman International Equity Fund | -3.86% | 13.56% | 5.34% | 14.28% | -22.00% | 13.85% | 13.89% | 27.89% | -16.45% | 27.16% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, NBIIX achieves a -3.86% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, NBIIX has underperformed PZRIX with an annualized return of 6.12%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
NBIIX
- 1D
- 3.09%
- 1M
- -8.24%
- YTD
- -3.86%
- 6M
- -8.06%
- 1Y
- 2.93%
- 3Y*
- 7.10%
- 5Y*
- 2.51%
- 10Y*
- 6.12%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBIIX vs. PZRIX - Expense Ratio Comparison
NBIIX has a 0.87% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
NBIIX vs. PZRIX — Risk / Return Rank
NBIIX
PZRIX
NBIIX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman International Equity Fund (NBIIX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.
| NBIIX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 2.67 | -2.52 |
Sortino ratioReturn per unit of downside risk | 0.33 | 3.39 | -3.07 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.52 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | 3.09 | -3.02 |
Martin ratioReturn relative to average drawdown | 0.22 | 14.29 | -14.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBIIX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 2.67 | -2.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.69 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.60 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.59 | -0.31 |
Correlation
The correlation between NBIIX and PZRIX is 0.84, 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.
Dividends
NBIIX vs. PZRIX - Dividend Comparison
NBIIX has not paid dividends to shareholders, while PZRIX's dividend yield for the trailing twelve months is around 5.96%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBIIX Neuberger Berman International Equity Fund | 0.00% | 0.00% | 4.56% | 2.54% | 5.40% | 11.99% | 4.84% | 2.72% | 1.43% | 0.95% | 1.44% | 1.28% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
NBIIX vs. PZRIX - Drawdown Comparison
The maximum NBIIX drawdown since its inception was -61.08%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for NBIIX and PZRIX.
Loading graphics...
Drawdown Indicators
| NBIIX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.08% | -43.53% | -17.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -10.68% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -35.20% | -30.85% | -4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -35.20% | -43.53% | +8.33% |
Current DrawdownCurrent decline from peak | -11.45% | -5.20% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -13.19% | -9.00% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 2.45% | +1.96% |
Volatility
NBIIX vs. PZRIX - Volatility Comparison
Neuberger Berman International Equity Fund (NBIIX) has a higher volatility of 7.68% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that NBIIX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBIIX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 5.45% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 8.92% | +6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 14.17% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 15.85% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.16% | 17.02% | +0.14% |