NBRFX vs. DFITX
NBRFX (Neuberger Berman Real Estate Fund) and DFITX (DFA International Real Estate Securities) are both REIT funds. Over the past 10 years, NBRFX returned 6.67%/yr vs 2.22%/yr for DFITX. A 0.57 correlation means they provide meaningful diversification when combined. NBRFX charges 1.39%/yr vs 0.27%/yr for DFITX.
Performance
NBRFX vs. DFITX - Performance Comparison
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Returns By Period
In the year-to-date period, NBRFX achieves a 14.74% return, which is significantly higher than DFITX's -1.06% return. Over the past 10 years, NBRFX has outperformed DFITX with an annualized return of 6.67%, while DFITX has yielded a comparatively lower 2.22% annualized return.
NBRFX
- 1D
- -0.26%
- 1M
- 0.01%
- YTD
- 14.74%
- 6M
- 14.57%
- 1Y
- 12.77%
- 3Y*
- 10.35%
- 5Y*
- 2.86%
- 10Y*
- 6.67%
DFITX
- 1D
- 1.08%
- 1M
- -0.27%
- YTD
- -1.06%
- 6M
- -1.32%
- 1Y
- 4.39%
- 3Y*
- 8.43%
- 5Y*
- -0.94%
- 10Y*
- 2.22%
NBRFX vs. DFITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 14.74% | -2.14% | 5.02% | 11.70% | -27.35% | 47.87% | -1.34% | 31.06% | -5.31% | 11.59% |
DFITX DFA International Real Estate Securities | -1.06% | 24.65% | -7.70% | 5.96% | -21.73% | 12.81% | -9.02% | 23.61% | -6.93% | 15.38% |
Correlation
The correlation between NBRFX and DFITX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2007 | 0.57 |
The correlation between NBRFX and DFITX shifts across timeframes, from 0.44 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
NBRFX vs. DFITX — Risk / Return Rank
NBRFX
DFITX
NBRFX vs. DFITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) and DFA International Real Estate Securities (DFITX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NBRFX | DFITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.07 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.34 | +0.96 |
| Martin ratioReturn relative to average drawdown | 3.62 | 1.03 | +2.58 |
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Drawdowns
NBRFX vs. DFITX - Drawdown Comparison
The maximum NBRFX drawdown since its inception was -70.52%, roughly equal to the maximum DFITX drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for NBRFX and DFITX.
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Drawdown Indicators
| NBRFX | DFITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.52% | -73.49% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -12.31% | +4.47% |
Max Drawdown (3Y)Largest decline over 3 years | -18.06% | -18.04% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -35.60% | -34.84% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -37.56% | -45.26% | +7.70% |
Current DrawdownCurrent decline from peak | -4.32% | -7.72% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -18.06% | +6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 4.00% | -1.14% |
Volatility
NBRFX vs. DFITX - Volatility Comparison
Neuberger Berman Real Estate Fund (NBRFX) has a higher volatility of 5.27% compared to DFA International Real Estate Securities (DFITX) at 3.85%. This indicates that NBRFX's price experiences larger fluctuations and is considered to be riskier than DFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBRFX | DFITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 3.85% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.36% | 10.08% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.70% | 12.22% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 15.07% | +4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 16.32% | +4.07% |
NBRFX vs. DFITX - Expense Ratio Comparison
NBRFX has a 1.39% expense ratio, which is higher than DFITX's 0.27% expense ratio.
Dividends
NBRFX vs. DFITX - Dividend Comparison
NBRFX's dividend yield for the trailing twelve months is around 1.63%, less than DFITX's 6.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 6.74% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
NBRFX Neuberger Berman Real Estate Fund | 1.63% | 2.07% | 1.94% | 2.11% | 12.58% | 7.76% | 2.03% | 4.73% | 6.98% | 6.43% | 14.86% | 9.29% |
Frequently Asked Questions
NBRFX and DFITX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBRFX has higher volatility (5.27%) compared to DFITX (3.85%). In terms of maximum drawdown, NBRFX dropped -70.52% vs DFITX's -73.49%.
NBRFX currently has the higher Sharpe Ratio (0.75 vs 0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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