NBSRX vs. NCRLX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Core Bond Fund (NCRLX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995.
Performance
NBSRX vs. NCRLX - Performance Comparison
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NBSRX vs. NCRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | -3.86% | 17.37% | 28.23% | 26.76% | -18.81% | 23.30% | 19.35% | 25.95% | -6.00% | 18.84% |
NCRLX Neuberger Berman Core Bond Fund | -0.38% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | 9.43% | -1.06% | 3.95% |
Returns By Period
In the year-to-date period, NBSRX achieves a -3.86% return, which is significantly lower than NCRLX's -0.38% return. Over the past 10 years, NBSRX has outperformed NCRLX with an annualized return of 12.89%, while NCRLX has yielded a comparatively lower 1.87% annualized return.
NBSRX
- 1D
- 2.89%
- 1M
- -4.56%
- YTD
- -3.86%
- 6M
- 2.13%
- 1Y
- 15.39%
- 3Y*
- 20.05%
- 5Y*
- 11.06%
- 10Y*
- 12.89%
NCRLX
- 1D
- 0.11%
- 1M
- -1.78%
- YTD
- -0.38%
- 6M
- 0.18%
- 1Y
- 3.82%
- 3Y*
- 3.62%
- 5Y*
- -0.04%
- 10Y*
- 1.87%
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NBSRX vs. NCRLX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is higher than NCRLX's 0.39% expense ratio.
Return for Risk
NBSRX vs. NCRLX — Risk / Return Rank
NBSRX
NCRLX
NBSRX vs. NCRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Core Bond Fund (NCRLX). 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 | NCRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.93 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.35 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.79 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.56 | 5.39 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBSRX | NCRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.93 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.01 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.38 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.49 | +0.08 |
Correlation
The correlation between NBSRX and NCRLX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NBSRX vs. NCRLX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 2.45%, less than NCRLX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | 2.45% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
NCRLX Neuberger Berman Core Bond Fund | 4.35% | 4.68% | 4.76% | 3.90% | 2.63% | 2.47% | 4.76% | 3.37% | 3.00% | 2.80% | 3.37% | 3.15% |
Drawdowns
NBSRX vs. NCRLX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.74%, which is greater than NCRLX's maximum drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for NBSRX and NCRLX.
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Drawdown Indicators
| NBSRX | NCRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -19.21% | -34.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -2.88% | -7.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -19.21% | -6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -19.21% | -14.86% |
Current DrawdownCurrent decline from peak | -7.43% | -2.69% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -3.82% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 0.96% | +1.64% |
Volatility
NBSRX vs. NCRLX - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 5.51% compared to Neuberger Berman Core Bond Fund (NCRLX) at 1.58%. This indicates that NBSRX's price experiences larger fluctuations and is considered to be riskier than NCRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBSRX | NCRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 1.58% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 2.65% | +8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 4.42% | +13.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 5.99% | +10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 4.98% | +12.50% |