Correlation
The correlation between NBRFX and XLRE is 0.57, 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.
NBRFX vs. XLRE
Compare and contrast key facts about Neuberger Berman Real Estate Fund (NBRFX) and Real Estate Select Sector SPDR Fund (XLRE).
NBRFX is managed by Neuberger Berman. It was launched on May 1, 2002. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBRFX or XLRE.
Performance
NBRFX vs. XLRE - Performance Comparison
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Key characteristics
NBRFX:
0.77
XLRE:
0.88
NBRFX:
1.21
XLRE:
1.30
NBRFX:
1.16
XLRE:
1.17
NBRFX:
0.56
XLRE:
0.70
NBRFX:
2.38
XLRE:
2.94
NBRFX:
6.24%
XLRE:
5.55%
NBRFX:
18.09%
XLRE:
18.13%
NBRFX:
-68.65%
XLRE:
-38.83%
NBRFX:
-14.73%
XLRE:
-10.06%
Returns By Period
In the year-to-date period, NBRFX achieves a 0.06% return, which is significantly lower than XLRE's 3.26% return.
NBRFX
0.06%
0.58%
-7.59%
13.84%
-0.17%
5.71%
6.15%
XLRE
3.26%
1.04%
-5.67%
15.73%
1.57%
7.32%
N/A
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NBRFX vs. XLRE - Expense Ratio Comparison
NBRFX has a 1.39% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
NBRFX vs. XLRE — Risk-Adjusted Performance Rank
NBRFX
XLRE
NBRFX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Real Estate Fund (NBRFX) and Real Estate Select Sector SPDR Fund (XLRE). 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.
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Dividends
NBRFX vs. XLRE - Dividend Comparison
NBRFX's dividend yield for the trailing twelve months is around 1.94%, less than XLRE's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBRFX Neuberger Berman Real Estate Fund | 1.94% | 1.94% | 2.11% | 12.59% | 3.85% | 2.03% | 5.22% | 6.98% | 6.44% | 14.85% | 9.29% | 6.09% |
XLRE Real Estate Select Sector SPDR Fund | 3.34% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
NBRFX vs. XLRE - Drawdown Comparison
The maximum NBRFX drawdown since its inception was -68.65%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for NBRFX and XLRE.
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Volatility
NBRFX vs. XLRE - Volatility Comparison
Neuberger Berman Real Estate Fund (NBRFX) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 4.57% and 4.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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