Correlation
The correlation between NBSRX and BTMFX is 0.90, 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.
NBSRX vs. BTMFX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Boston Trust Midcap Fund (BTMFX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. BTMFX is managed by Boston Trust Walden.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBSRX or BTMFX.
Performance
NBSRX vs. BTMFX - Performance Comparison
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Key characteristics
NBSRX:
0.96
BTMFX:
0.25
NBSRX:
1.33
BTMFX:
0.40
NBSRX:
1.19
BTMFX:
1.05
NBSRX:
0.94
BTMFX:
0.16
NBSRX:
3.44
BTMFX:
0.46
NBSRX:
4.43%
BTMFX:
7.24%
NBSRX:
17.54%
BTMFX:
17.14%
NBSRX:
-53.63%
BTMFX:
-50.57%
NBSRX:
-3.47%
BTMFX:
-9.31%
Returns By Period
Over the past 10 years, NBSRX has outperformed BTMFX with an annualized return of 11.75%, while BTMFX has yielded a comparatively lower 4.68% annualized return.
NBSRX
2.11%
4.22%
1.32%
15.83%
17.01%
17.06%
11.75%
BTMFX
0.00%
4.46%
-9.24%
3.01%
3.33%
7.45%
4.68%
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NBSRX vs. BTMFX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is lower than BTMFX's 1.00% expense ratio.
Risk-Adjusted Performance
NBSRX vs. BTMFX — Risk-Adjusted Performance Rank
NBSRX
BTMFX
NBSRX vs. BTMFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Boston Trust Midcap Fund (BTMFX). 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
NBSRX vs. BTMFX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 5.76%, more than BTMFX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | 5.76% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.52% | 6.39% | 11.13% |
BTMFX Boston Trust Midcap Fund | 4.24% | 4.24% | 4.41% | 4.71% | 4.91% | 1.19% | 3.70% | 5.96% | 6.60% | 7.03% | 6.60% | 4.96% |
Drawdowns
NBSRX vs. BTMFX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.63%, which is greater than BTMFX's maximum drawdown of -50.57%. Use the drawdown chart below to compare losses from any high point for NBSRX and BTMFX.
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Volatility
NBSRX vs. BTMFX - Volatility Comparison
The current volatility for Neuberger Berman Sustainable Equity Fund (NBSRX) is 3.98%, while Boston Trust Midcap Fund (BTMFX) has a volatility of 5.18%. This indicates that NBSRX experiences smaller price fluctuations and is considered to be less risky than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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