NBSRX vs. ^GSPC
Compare and contrast key facts about Neuberger Berman Sustainable Equity Fund (NBSRX) and S&P 500 (^GSPC).
NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBSRX or ^GSPC.
Correlation
The correlation between NBSRX and ^GSPC 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.
Performance
NBSRX vs. ^GSPC - Performance Comparison
Key characteristics
NBSRX:
0.32
^GSPC:
0.44
NBSRX:
0.61
^GSPC:
0.79
NBSRX:
1.09
^GSPC:
1.12
NBSRX:
0.33
^GSPC:
0.48
NBSRX:
1.04
^GSPC:
1.85
NBSRX:
6.14%
^GSPC:
4.92%
NBSRX:
17.97%
^GSPC:
19.37%
NBSRX:
-53.14%
^GSPC:
-56.78%
NBSRX:
-9.71%
^GSPC:
-7.88%
Returns By Period
In the year-to-date period, NBSRX achieves a -1.21% return, which is significantly higher than ^GSPC's -3.77% return. Over the past 10 years, NBSRX has underperformed ^GSPC with an annualized return of 5.73%, while ^GSPC has yielded a comparatively higher 10.45% annualized return.
NBSRX
-1.21%
3.47%
-5.69%
5.79%
12.65%
5.73%
^GSPC
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
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Risk-Adjusted Performance
NBSRX vs. ^GSPC — Risk-Adjusted Performance Rank
NBSRX
^GSPC
NBSRX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Sustainable Equity Fund (NBSRX) and S&P 500 (^GSPC). 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.
Drawdowns
NBSRX vs. ^GSPC - Drawdown Comparison
The maximum NBSRX drawdown since its inception was -53.14%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for NBSRX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
NBSRX vs. ^GSPC - Volatility Comparison
The current volatility for Neuberger Berman Sustainable Equity Fund (NBSRX) is 5.86%, while S&P 500 (^GSPC) has a volatility of 6.82%. This indicates that NBSRX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.