NBSRX vs. WSHFX
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
NBSRX vs. WSHFX - Performance Comparison
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NBSRX vs. WSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | -6.55% | 17.37% | 28.23% | 26.76% | -18.81% | 23.30% | 19.35% | 25.95% | -6.00% | 18.84% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -5.29% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
Returns By Period
In the year-to-date period, NBSRX achieves a -6.55% return, which is significantly lower than WSHFX's -5.29% return. Over the past 10 years, NBSRX has outperformed WSHFX with an annualized return of 12.57%, while WSHFX has yielded a comparatively lower 11.74% annualized return.
NBSRX
- 1D
- -0.29%
- 1M
- -7.74%
- YTD
- -6.55%
- 6M
- -0.49%
- 1Y
- 13.01%
- 3Y*
- 18.91%
- 5Y*
- 10.68%
- 10Y*
- 12.57%
WSHFX
- 1D
- -0.03%
- 1M
- -7.90%
- YTD
- -5.29%
- 6M
- -3.17%
- 1Y
- 10.62%
- 3Y*
- 15.21%
- 5Y*
- 10.84%
- 10Y*
- 11.74%
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NBSRX vs. WSHFX - Expense Ratio Comparison
NBSRX has a 0.85% expense ratio, which is higher than WSHFX's 0.64% expense ratio.
Return for Risk
NBSRX vs. WSHFX — Risk / Return Rank
NBSRX
WSHFX
NBSRX vs. WSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX). 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 | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.76 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.19 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.96 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.28 | 4.33 | -0.05 |
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 | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.76 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.77 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.08 |
Correlation
The correlation between NBSRX and WSHFX is 0.92, 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.
Dividends
NBSRX vs. WSHFX - Dividend Comparison
NBSRX's dividend yield for the trailing twelve months is around 2.52%, less than WSHFX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSRX Neuberger Berman Sustainable Equity Fund | 2.52% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.67% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
NBSRX vs. WSHFX - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.74%, roughly equal to the maximum WSHFX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for NBSRX and WSHFX.
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Drawdown Indicators
| NBSRX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -53.94% | +0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -10.36% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -18.69% | -6.70% |
Max Drawdown (10Y)Largest decline over 10 years | -34.07% | -34.67% | +0.60% |
Current DrawdownCurrent decline from peak | -10.03% | -8.38% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -7.38% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.29% | +0.29% |
Volatility
NBSRX vs. WSHFX - Volatility Comparison
Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 4.47% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 3.58%. This indicates that NBSRX's price experiences larger fluctuations and is considered to be riskier than WSHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBSRX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 3.58% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 7.98% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.24% | 15.18% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 14.10% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.46% | 16.32% | +1.14% |