NBSRX vs. APPLX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Appleseed Fund (APPLX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBSRX or APPLX.
Performance
NBSRX vs. APPLX - Performance Comparison
Returns By Period
In the year-to-date period, NBSRX achieves a 26.92% return, which is significantly higher than APPLX's 9.61% return. Over the past 10 years, NBSRX has outperformed APPLX with an annualized return of 5.61%, while APPLX has yielded a comparatively lower 2.00% annualized return.
NBSRX
26.92%
4.63%
11.45%
35.46%
10.15%
5.61%
APPLX
9.61%
3.22%
5.41%
20.55%
5.03%
2.00%
Key characteristics
| NBSRX | APPLX | |
|---|---|---|
| Sharpe Ratio | 1.89 | 1.65 |
| Sortino Ratio | 2.74 | 2.33 |
| Omega Ratio | 1.51 | 1.30 |
| Calmar Ratio | 2.53 | 0.79 |
| Martin Ratio | 20.71 | 8.77 |
| Ulcer Index | 1.71% | 2.34% |
| Daily Std Dev | 18.79% | 12.43% |
| Max Drawdown | -53.14% | -47.08% |
| Current Drawdown | -0.85% | -11.04% |
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NBSRX vs. APPLX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is lower than APPLX's 1.14% expense ratio.
Correlation
The correlation between NBSRX and APPLX is 0.72, 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.
Risk-Adjusted Performance
NBSRX vs. APPLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Appleseed Fund (APPLX). 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
NBSRX vs. APPLX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 7.86%, more than APPLX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | 7.86% | 9.97% | 10.09% | 0.46% | 0.60% | 0.66% | 0.49% | 0.63% | 0.65% | 0.68% | 0.74% | 0.86% |
APPLX Appleseed Fund | 1.79% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% | 0.00% | 0.00% | 0.02% |
Drawdowns
NBSRX vs. APPLX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.14%, which is greater than APPLX's maximum drawdown of -47.08%. Use the drawdown chart below to compare losses from any high point for NBSRX and APPLX. For additional features, visit the drawdowns tool.
Volatility
NBSRX vs. APPLX - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 4.45% compared to Appleseed Fund (APPLX) at 3.94%. This indicates that NBSRX's price experiences larger fluctuations and is considered to be riskier than APPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.