NBSRX vs. NEMIX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Emerging Markets Equity Fund (NEMIX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. NEMIX is managed by Neuberger Berman. It was launched on Oct 7, 2008.
Performance
NBSRX vs. NEMIX - Performance Comparison
Loading graphics...
NBSRX vs. NEMIX - 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% |
NEMIX Neuberger Berman Emerging Markets Equity Fund | 2.91% | 35.31% | 12.87% | 4.68% | -23.86% | -3.32% | 13.31% | 18.98% | -17.32% | 41.62% |
Returns By Period
In the year-to-date period, NBSRX achieves a -3.86% return, which is significantly lower than NEMIX's 2.91% return. Over the past 10 years, NBSRX has outperformed NEMIX with an annualized return of 12.89%, while NEMIX has yielded a comparatively lower 7.37% 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%
NEMIX
- 1D
- 1.94%
- 1M
- -8.15%
- YTD
- 2.91%
- 6M
- 5.36%
- 1Y
- 33.97%
- 3Y*
- 16.84%
- 5Y*
- 2.88%
- 10Y*
- 7.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBSRX vs. NEMIX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is lower than NEMIX's 1.23% expense ratio.
Return for Risk
NBSRX vs. NEMIX — Risk / Return Rank
NBSRX
NEMIX
NBSRX vs. NEMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Emerging Markets Equity Fund (NEMIX). 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 | NEMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 2.24 | -1.30 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.90 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.43 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.75 | -1.31 |
Martin ratioReturn relative to average drawdown | 5.56 | 9.80 | -4.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBSRX | NEMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.24 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.18 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.44 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.37 | +0.19 |
Correlation
The correlation between NBSRX and NEMIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NBSRX vs. NEMIX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 2.45%, more than NEMIX's 0.02% 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% |
NEMIX Neuberger Berman Emerging Markets Equity Fund | 0.02% | 0.02% | 0.14% | 1.34% | 0.44% | 1.06% | 0.36% | 1.80% | 1.00% | 0.63% | 0.52% | 0.69% |
Drawdowns
NBSRX vs. NEMIX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.74%, which is greater than NEMIX's maximum drawdown of -41.28%. Use the drawdown chart below to compare losses from any high point for NBSRX and NEMIX.
Loading graphics...
Drawdown Indicators
| NBSRX | NEMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -41.28% | -12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -11.66% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -38.67% | +13.28% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -41.28% | +7.21% |
Current DrawdownCurrent decline from peak | -7.43% | -9.94% | +2.51% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -14.25% | +7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 3.27% | -0.67% |
Volatility
NBSRX vs. NEMIX - Volatility Comparison
The current volatility for Neuberger Berman Sustainable Equity Fund (NBSRX) is 5.51%, while Neuberger Berman Emerging Markets Equity Fund (NEMIX) has a volatility of 6.32%. This indicates that NBSRX experiences smaller price fluctuations and is considered to be less risky than NEMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBSRX | NEMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 6.32% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 11.10% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 15.67% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 15.76% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 16.73% | +0.75% |