NBRFX vs. PFFR
Compare and contrast key facts about Neuberger Berman Real Estate Fund (NBRFX) and InfraCap REIT Preferred ETF (PFFR).
NBRFX is managed by Neuberger Berman. It was launched on May 1, 2002. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBRFX or PFFR.
Key characteristics
| NBRFX | PFFR | |
|---|---|---|
| YTD Return | 13.88% | 10.99% |
| 1Y Return | 28.50% | 20.70% |
| 3Y Return (Ann) | 1.04% | 0.43% |
| 5Y Return (Ann) | 5.33% | 2.28% |
| Sharpe Ratio | 1.53 | 2.07 |
| Daily Std Dev | 18.22% | 10.17% |
| Max Drawdown | -68.51% | -53.02% |
| Current Drawdown | -7.58% | -0.41% |
Correlation
The correlation between NBRFX and PFFR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NBRFX vs. PFFR - Performance Comparison
In the year-to-date period, NBRFX achieves a 13.88% return, which is significantly higher than PFFR's 10.99% 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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NBRFX vs. PFFR - Expense Ratio Comparison
NBRFX has a 1.39% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
NBRFX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) and InfraCap REIT Preferred ETF (PFFR). 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
NBRFX vs. PFFR - Dividend Comparison
NBRFX's dividend yield for the trailing twelve months is around 1.80%, less than PFFR's 7.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 1.80% | 2.11% | 12.58% | 3.84% | 2.03% | 5.22% | 6.98% | 6.43% | 14.86% | 9.29% | 6.08% | 7.69% |
PFFR InfraCap REIT Preferred ETF | 6.72% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NBRFX vs. PFFR - Drawdown Comparison
The maximum NBRFX drawdown since its inception was -68.51%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for NBRFX and PFFR. For additional features, visit the drawdowns tool.
Volatility
NBRFX vs. PFFR - Volatility Comparison
Neuberger Berman Real Estate Fund (NBRFX) has a higher volatility of 2.97% compared to InfraCap REIT Preferred ETF (PFFR) at 1.85%. This indicates that NBRFX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.