Correlation
The correlation between NBSRX and NGUAX is 0.93, 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. 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.
Performance
NBSRX vs. NGUAX - Performance Comparison
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Key characteristics
NBSRX:
0.91
NGUAX:
0.63
NBSRX:
1.30
NGUAX:
1.00
NBSRX:
1.19
NGUAX:
1.14
NBSRX:
0.91
NGUAX:
0.65
NBSRX:
3.35
NGUAX:
2.31
NBSRX:
4.42%
NGUAX:
5.85%
NBSRX:
17.56%
NGUAX:
22.13%
NBSRX:
-53.63%
NGUAX:
-51.51%
NBSRX:
-3.60%
NGUAX:
-3.24%
Returns By Period
In the year-to-date period, NBSRX achieves a 1.97% return, which is significantly higher than NGUAX's 1.37% return. Over the past 10 years, NBSRX has underperformed NGUAX with an annualized return of 11.74%, while NGUAX has yielded a comparatively higher 13.73% annualized return.
NBSRX
1.97%
5.13%
1.56%
15.82%
16.73%
17.03%
11.74%
NGUAX
1.37%
7.99%
2.67%
13.87%
16.46%
16.66%
13.73%
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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 Rank
NBSRX
NGUAX
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.
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Dividends
NBSRX vs. NGUAX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 5.76%, less than NGUAX's 5.93% 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% |
NGUAX Neuberger Berman Guardian Fund | 5.93% | 6.01% | 4.30% | 6.62% | 10.92% | 7.60% | 6.21% | 11.21% | 6.87% | 13.11% | 12.82% | 15.15% |
Drawdowns
NBSRX vs. NGUAX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.63%, roughly equal to the maximum NGUAX drawdown of -51.51%. Use the drawdown chart below to compare losses from any high point for NBSRX and NGUAX.
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Volatility
NBSRX vs. NGUAX - Volatility Comparison
The current volatility for Neuberger Berman Sustainable Equity Fund (NBSRX) is 3.98%, while Neuberger Berman Guardian Fund (NGUAX) has a volatility of 5.23%. This indicates that NBSRX experiences smaller price fluctuations and is considered to be less risky than NGUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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