NBRFX vs. NBGNX
Compare and contrast key facts about Neuberger Berman Real Estate Fund (NBRFX) and Neuberger Berman Genesis Fund (NBGNX).
NBRFX is managed by Neuberger Berman. It was launched on May 1, 2002. NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988.
Performance
NBRFX vs. NBGNX - Performance Comparison
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NBRFX vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 3.76% | -2.14% | 5.02% | 11.70% | -27.35% | 47.87% | -1.34% | 31.06% | -5.31% | 11.59% |
NBGNX Neuberger Berman Genesis Fund | 0.95% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Returns By Period
In the year-to-date period, NBRFX achieves a 3.76% return, which is significantly higher than NBGNX's 0.95% return. Over the past 10 years, NBRFX has underperformed NBGNX with an annualized return of 5.68%, while NBGNX has yielded a comparatively higher 8.79% annualized return.
NBRFX
- 1D
- 1.54%
- 1M
- -6.07%
- YTD
- 3.76%
- 6M
- 0.83%
- 1Y
- -0.18%
- 3Y*
- 5.21%
- 5Y*
- 3.03%
- 10Y*
- 5.68%
NBGNX
- 1D
- 2.44%
- 1M
- -7.10%
- YTD
- 0.95%
- 6M
- -0.56%
- 1Y
- 4.27%
- 3Y*
- 4.26%
- 5Y*
- 1.26%
- 10Y*
- 8.79%
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NBRFX vs. NBGNX - Expense Ratio Comparison
NBRFX has a 1.39% expense ratio, which is higher than NBGNX's 0.99% expense ratio.
Return for Risk
NBRFX vs. NBGNX — Risk / Return Rank
NBRFX
NBGNX
NBRFX vs. NBGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) and Neuberger Berman Genesis Fund (NBGNX). 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.
| NBRFX | NBGNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.24 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.51 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.06 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 0.21 | -0.15 |
Martin ratioReturn relative to average drawdown | 0.22 | 0.67 | -0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBRFX | NBGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.24 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.06 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.44 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.64 | -0.33 |
Correlation
The correlation between NBRFX and NBGNX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NBRFX vs. NBGNX - Dividend Comparison
NBRFX's dividend yield for the trailing twelve months is around 1.95%, less than NBGNX's 16.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 1.95% | 2.07% | 1.94% | 2.11% | 12.58% | 7.76% | 2.03% | 4.73% | 6.98% | 6.43% | 14.86% | 9.29% |
NBGNX Neuberger Berman Genesis Fund | 16.20% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
Drawdowns
NBRFX vs. NBGNX - Drawdown Comparison
The maximum NBRFX drawdown since its inception was -70.52%, which is greater than NBGNX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for NBRFX and NBGNX.
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Drawdown Indicators
| NBRFX | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.52% | -51.75% | -18.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -13.26% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -35.60% | -28.33% | -7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -37.56% | -34.53% | -3.03% |
Current DrawdownCurrent decline from peak | -13.47% | -14.01% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -7.14% | -4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 4.23% | -0.76% |
Volatility
NBRFX vs. NBGNX - Volatility Comparison
The current volatility for Neuberger Berman Real Estate Fund (NBRFX) is 4.22%, while Neuberger Berman Genesis Fund (NBGNX) has a volatility of 5.62%. This indicates that NBRFX experiences smaller price fluctuations and is considered to be less risky than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBRFX | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.62% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 11.59% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 20.85% | -4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 19.68% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 20.19% | +0.15% |