NBSRX vs. NHINX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman High Income Bond Fund (NHINX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. NHINX is managed by Neuberger Berman. It was launched on Jan 31, 1992.
Performance
NBSRX vs. NHINX - Performance Comparison
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NBSRX vs. NHINX - 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% |
NHINX Neuberger Berman High Income Bond Fund | -1.17% | 8.39% | 7.94% | 9.92% | -13.02% | 4.42% | 6.27% | 13.90% | -2.63% | 5.09% |
Returns By Period
In the year-to-date period, NBSRX achieves a -3.86% return, which is significantly lower than NHINX's -1.17% return. Over the past 10 years, NBSRX has outperformed NHINX with an annualized return of 12.89%, while NHINX has yielded a comparatively lower 4.71% 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%
NHINX
- 1D
- 0.66%
- 1M
- -1.82%
- YTD
- -1.17%
- 6M
- 0.15%
- 1Y
- 6.08%
- 3Y*
- 7.34%
- 5Y*
- 2.68%
- 10Y*
- 4.71%
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NBSRX vs. NHINX - Expense Ratio Comparison
Both NBSRX and NHINX have an expense ratio of 0.85%.
Return for Risk
NBSRX vs. NHINX — Risk / Return Rank
NBSRX
NHINX
NBSRX vs. NHINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman High Income Bond Fund (NHINX). 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 | NHINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.66 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.36 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.38 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.11 | -0.67 |
Martin ratioReturn relative to average drawdown | 5.56 | 8.63 | -3.07 |
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 | NHINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.66 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.52 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.80 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.11 | -0.54 |
Correlation
The correlation between NBSRX and NHINX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NBSRX vs. NHINX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 2.45%, less than NHINX's 5.99% 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% |
NHINX Neuberger Berman High Income Bond Fund | 5.99% | 6.43% | 6.80% | 5.38% | 4.37% | 4.67% | 4.73% | 5.22% | 5.63% | 5.00% | 5.33% | 6.38% |
Drawdowns
NBSRX vs. NHINX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.74%, which is greater than NHINX's maximum drawdown of -29.47%. Use the drawdown chart below to compare losses from any high point for NBSRX and NHINX.
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Drawdown Indicators
| NBSRX | NHINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -29.47% | -24.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -3.03% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -16.38% | -9.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -22.85% | -11.22% |
Current DrawdownCurrent decline from peak | -7.43% | -1.94% | -5.49% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -3.77% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 0.74% | +1.86% |
Volatility
NBSRX vs. NHINX - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 5.51% compared to Neuberger Berman High Income Bond Fund (NHINX) at 1.53%. This indicates that NBSRX's price experiences larger fluctuations and is considered to be riskier than NHINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBSRX | NHINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 1.53% | +3.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 2.42% | +8.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 3.81% | +13.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 5.19% | +10.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 5.90% | +11.58% |