NBSRX vs. NML
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman MLP (NML).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. NML is an actively managed fund by Neuberger Berman. It was launched on Mar 26, 2013.
Performance
NBSRX vs. NML - Performance Comparison
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NBSRX vs. NML - 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% |
NML Neuberger Berman MLP | 21.40% | 4.36% | 40.55% | 14.61% | 32.75% | 61.76% | -45.84% | 10.60% | -23.02% | 7.07% |
Returns By Period
In the year-to-date period, NBSRX achieves a -3.86% return, which is significantly lower than NML's 21.40% return. Both investments have delivered pretty close results over the past 10 years, with NBSRX having a 12.89% annualized return and NML not far behind at 12.48%.
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%
NML
- 1D
- -3.62%
- 1M
- -1.55%
- YTD
- 21.40%
- 6M
- 20.83%
- 1Y
- 19.33%
- 3Y*
- 26.35%
- 5Y*
- 27.89%
- 10Y*
- 12.48%
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NBSRX vs. NML - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is lower than NML's 2.72% expense ratio.
Return for Risk
NBSRX vs. NML — Risk / Return Rank
NBSRX
NML
NBSRX vs. NML - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman MLP (NML). 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 | NML | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.88 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.22 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.39 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.56 | 4.74 | +0.82 |
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 | NML | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.88 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.17 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.35 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.07 | +0.50 |
Correlation
The correlation between NBSRX and NML is 0.42, 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. NML - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 2.45%, less than NML's 6.92% 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% |
NML Neuberger Berman MLP | 6.92% | 8.24% | 7.94% | 10.19% | 4.26% | 3.54% | 8.33% | 9.76% | 9.87% | 7.04% | 8.63% | 15.44% |
Drawdowns
NBSRX vs. NML - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.74%, smaller than the maximum NML drawdown of -90.48%. Use the drawdown chart below to compare losses from any high point for NBSRX and NML.
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Drawdown Indicators
| NBSRX | NML | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -90.48% | +36.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -15.67% | +5.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -21.40% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -84.84% | +50.77% |
Current DrawdownCurrent decline from peak | -7.43% | -4.25% | -3.18% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -37.53% | +30.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 4.63% | -2.03% |
Volatility
NBSRX vs. NML - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) and Neuberger Berman MLP (NML) have volatilities of 5.51% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBSRX | NML | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 5.53% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 13.10% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 22.10% | -4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 23.93% | -7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 35.36% | -17.88% |