NBSRX vs. NGUAX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Guardian Fund (NGUAX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBSRX or NGUAX.
Correlation
The correlation between NBSRX and NGUAX is 0.94, 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.
Performance
NBSRX vs. NGUAX - Performance Comparison
Key characteristics
NBSRX:
1.80
NGUAX:
1.22
NBSRX:
2.34
NGUAX:
1.64
NBSRX:
1.36
NGUAX:
1.23
NBSRX:
2.80
NGUAX:
1.87
NBSRX:
12.03
NGUAX:
7.69
NBSRX:
1.97%
NGUAX:
2.45%
NBSRX:
13.25%
NGUAX:
15.43%
NBSRX:
-53.14%
NGUAX:
-79.34%
NBSRX:
-7.26%
NGUAX:
-7.08%
Returns By Period
In the year-to-date period, NBSRX achieves a 23.08% return, which is significantly higher than NGUAX's 18.30% return. Both investments have delivered pretty close results over the past 10 years, with NBSRX having a 6.15% annualized return and NGUAX not far ahead at 6.31%.
NBSRX
23.08%
-3.03%
6.28%
23.41%
10.50%
6.15%
NGUAX
18.30%
-2.76%
4.23%
18.78%
12.03%
6.31%
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NBSRX vs. NGUAX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is higher than NGUAX's 0.82% expense ratio.
Risk-Adjusted Performance
NBSRX vs. NGUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman Guardian Fund (NGUAX). 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.
Dividends
NBSRX vs. NGUAX - Dividend Comparison
Neither NBSRX nor NGUAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | 0.00% | 9.97% | 10.09% | 0.46% | 0.60% | 0.66% | 0.49% | 0.63% | 0.65% | 0.68% | 0.74% | 0.86% |
NGUAX Neuberger Berman Guardian Fund | 0.00% | 4.51% | 6.62% | 0.10% | 0.20% | 0.36% | 0.76% | 0.62% | 0.72% | 0.78% | 0.80% | 0.54% |
Drawdowns
NBSRX vs. NGUAX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.14%, smaller than the maximum NGUAX drawdown of -79.34%. Use the drawdown chart below to compare losses from any high point for NBSRX and NGUAX. For additional features, visit the drawdowns tool.
Volatility
NBSRX vs. NGUAX - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 6.86% compared to Neuberger Berman Guardian Fund (NGUAX) at 6.34%. This indicates that NBSRX's price experiences larger fluctuations and is considered to be riskier than NGUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.