NBSRX vs. WSHFX

Last updated Jun 24, 2026

NBSRX (Neuberger Berman Sustainable Equity Fund) and WSHFX (American Funds Washington Mutual Investors Fund Class F-1) are both Large Cap Blend Equities funds. Over the past 10 years, NBSRX returned 15.18%/yr vs 12.93%/yr for WSHFX. Their correlation of 0.91 suggests significant overlap in exposure. NBSRX charges 0.85%/yr vs 0.64%/yr for WSHFX.

Performance

NBSRX vs. WSHFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Sustainable Equity Fund (NBSRX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NBSRX achieves a 14.50% return, which is significantly higher than WSHFX's 5.42% return. Over the past 10 years, NBSRX has outperformed WSHFX with an annualized return of 15.18%, while WSHFX has yielded a comparatively lower 12.93% annualized return.

NBSRX

• 1D: -2.20%
• 1M: 3.89%
• YTD: 14.50%
• 6M: 13.75%
• 1Y: 31.59%
• 3Y*: 24.81%
• 5Y*: 14.38%
• 10Y*: 15.18%

WSHFX

• 1D: -0.46%
• 1M: 0.22%
• YTD: 5.42%
• 6M: 4.68%
• 1Y: 16.32%
• 3Y*: 17.80%
• 5Y*: 12.09%
• 10Y*: 12.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

NBSRX vs. WSHFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NBSRX Neuberger Berman Sustainable Equity Fund	14.50%	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	5.42%	17.13%	18.94%	17.15%	-8.50%	28.36%	7.62%	24.82%	-6.27%	19.91%

Correlation

The correlation between NBSRX and WSHFX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Mar 15, 2001	0.91

The correlation between NBSRX and WSHFX shifts across timeframes, from 0.79 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.

Return for Risk

NBSRX vs. WSHFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBSRX

NBSRX Risk / Return Rank: 76
NBSRX Sharpe Ratio Rank: 73
NBSRX Sortino Ratio Rank: 77
NBSRX Omega Ratio Rank: 71
NBSRX Calmar Ratio Rank: 77
NBSRX Martin Ratio Rank: 81

WSHFX

WSHFX Risk / Return Rank: 37
WSHFX Sharpe Ratio Rank: 37
WSHFX Sortino Ratio Rank: 36
WSHFX Omega Ratio Rank: 36
WSHFX Calmar Ratio Rank: 33
WSHFX Martin Ratio Rank: 45

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	NBSRX	WSHFX	Difference
Sharpe ratio: Return per unit of total volatility	2.29	1.64	+0.65
Sortino ratio: Return per unit of downside risk	3.35	2.34	+1.01
Omega ratio: Gain probability vs. loss probability	1.43	1.29	+0.14
Calmar ratio: Return relative to maximum drawdown	3.28	2.06	+1.23
Martin ratio: Return relative to average drawdown	13.99	8.88	+5.11

NBSRX vs. WSHFX - Sharpe Ratio Comparison

The current NBSRX Sharpe Ratio is 2.29, which is higher than the WSHFX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of NBSRX and WSHFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	NBSRX	WSHFX	Difference
Max Drawdown Largest peak-to-trough decline	-53.74%	-53.94%	+0.20%
Max Drawdown (1Y) Largest decline over 1 year	-10.03%	-8.38%	-1.65%
Max Drawdown (3Y) Largest decline over 3 years	-16.28%	-14.65%	-1.63%
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 Drawdown Current decline from peak	-3.00%	-1.03%	-1.97%
Average Drawdown Average peak-to-trough decline	-7.05%	-7.32%	+0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.35%	1.94%	+0.41%

Volatility

NBSRX vs. WSHFX - Volatility Comparison

Neuberger Berman Sustainable Equity Fund (NBSRX) has a higher volatility of 6.41% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 2.90%. 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.

Volatility by Period

	NBSRX	WSHFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.41%	2.90%	+3.51%
Volatility (6M) Calculated over the trailing 6-month period	10.97%	8.04%	+2.93%
Volatility (1Y) Calculated over the trailing 1-year period	14.40%	10.55%	+3.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.35%	14.11%	+2.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.58%	16.34%	+1.24%

NBSRX vs. WSHFX - Expense Ratio Comparison

NBSRX has a 0.85% expense ratio, which is higher than WSHFX's 0.64% expense ratio.

Dividends

NBSRX vs. WSHFX - Dividend Comparison

NBSRX's dividend yield for the trailing twelve months is around 2.06%, less than WSHFX's 9.81% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NBSRX Neuberger Berman Sustainable Equity Fund	2.06%	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	9.81%	10.08%	10.05%	6.11%	6.28%	6.01%	3.02%	6.17%	4.28%	7.19%	6.32%	6.18%

Frequently Asked Questions

Can I hold both NBSRX and WSHFX in my portfolio?

NBSRX and WSHFX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NBSRX or WSHFX?

NBSRX has higher volatility (6.41%) compared to WSHFX (2.90%). In terms of maximum drawdown, NBSRX dropped -53.74% vs WSHFX's -53.94%.

Which has better risk-adjusted returns?

NBSRX currently has the higher Sharpe Ratio (2.29 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.