NBSRX vs. APPLX

In the year-to-date period, NBSRX achieves a -1.31% return, which is significantly lower than APPLX's 2.90% return. Over the past 10 years, NBSRX has outperformed APPLX with an annualized return of 5.71%, while APPLX has yielded a comparatively lower 2.59% annualized return.

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

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.

The current NBSRX Sharpe Ratio is 0.35, which is comparable to the APPLX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of NBSRX and APPLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBSRX has not paid dividends to shareholders, while APPLX's dividend yield for the trailing twelve months is around 5.29%.

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.

Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 9.41% compared to Appleseed Fund (APPLX) at 6.68%. 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.