NBSRX vs. APPLX

Last updated Apr 1, 2026

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.

Performance

NBSRX vs. APPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Sustainable Equity Fund (NBSRX) and Appleseed Fund (APPLX). The values are adjusted to include any dividend payments, if applicable.

NBSRX vs. APPLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NBSRX Neuberger Berman Sustainable Equity Fund	-6.55%	17.37%	28.23%	26.76%	-18.81%	23.30%	19.35%	25.95%	-6.00%	18.84%
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%

Returns By Period

NBSRX

• 1D: -0.29%
• 1M: -7.74%
• YTD: -6.55%
• 6M: -0.49%
• 1Y: 13.01%
• 3Y*: 18.91%
• 5Y*: 10.68%
• 10Y*: 12.57%

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NBSRX vs. APPLX - Expense Ratio Comparison

NBSRX has a 0.85% expense ratio, which is lower than APPLX's 1.14% expense ratio.

APPLX

Appleseed Fund

NBSRX

Neuberger Berman Sustainable Equity Fund

Return for Risk

NBSRX vs. APPLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBSRX

NBSRX Risk / Return Rank: 40
NBSRX Sharpe Ratio Rank: 37
NBSRX Sortino Ratio Rank: 42
NBSRX Omega Ratio Rank: 39
NBSRX Calmar Ratio Rank: 43
NBSRX Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NBSRX vs. APPLX - Risk-Adjusted Trends 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.

	NBSRX	APPLX	Difference
Sharpe ratio Return per unit of total volatility	0.80	—	—
Sortino ratio Return per unit of downside risk	1.27	—	—
Omega ratio Gain probability vs. loss probability	1.18	—	—
Calmar ratio Return relative to maximum drawdown	1.09	—	—
Martin ratio Return relative to average drawdown	4.28	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	NBSRX	APPLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.80	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	—	—

Correlation

The correlation between NBSRX and APPLX is 0.71, 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.

Dividends

NBSRX vs. APPLX - Dividend Comparison

NBSRX's dividend yield for the trailing twelve months is around 2.52%, less than APPLX's 46.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NBSRX Neuberger Berman Sustainable Equity Fund	2.52%	2.35%	5.88%	9.72%	10.06%	10.35%	6.16%	9.08%	10.03%	6.14%	4.53%	6.40%
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%

Drawdowns

Drawdown Indicators

	NBSRX	APPLX	Difference
Max Drawdown Largest peak-to-trough decline	-53.74%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-10.07%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.39%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.07%	—	—
Current Drawdown Current decline from peak	-10.03%	—	—
Average Drawdown Average peak-to-trough decline	-7.09%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.58%	—	—

Volatility

Volatility by Period

	NBSRX	APPLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.47%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.46%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.24%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.07%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.46%	—	—