NBSSX vs. MFWIX
Compare and contrast key facts about Neuberger Berman Focus Fund (NBSSX) and MFS Global Total Return Fund Class I (MFWIX).
NBSSX is managed by Neuberger Berman. It was launched on Oct 18, 1955. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
NBSSX vs. MFWIX - Performance Comparison
Loading graphics...
NBSSX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBSSX Neuberger Berman Focus Fund | -8.40% | 21.36% | 21.64% | 23.73% | -31.74% | 19.85% | 24.45% | 28.50% | -9.02% | 19.39% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, NBSSX achieves a -8.40% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, NBSSX has outperformed MFWIX with an annualized return of 9.93%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
NBSSX
- 1D
- 2.95%
- 1M
- -6.79%
- YTD
- -8.40%
- 6M
- -6.52%
- 1Y
- 13.79%
- 3Y*
- 14.76%
- 5Y*
- 5.52%
- 10Y*
- 9.93%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBSSX vs. MFWIX - Expense Ratio Comparison
NBSSX has a 0.89% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
NBSSX vs. MFWIX — Risk / Return Rank
NBSSX
MFWIX
NBSSX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Focus Fund (NBSSX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| NBSSX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.44 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.99 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.89 | -0.97 |
Martin ratioReturn relative to average drawdown | 3.45 | 7.31 | -3.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBSSX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.44 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.54 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.66 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.71 | -0.34 |
Correlation
The correlation between NBSSX and MFWIX is 0.71, 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
NBSSX vs. MFWIX - Dividend Comparison
NBSSX's dividend yield for the trailing twelve months is around 10.68%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBSSX Neuberger Berman Focus Fund | 10.68% | 9.78% | 0.19% | 0.59% | 0.05% | 19.35% | 5.37% | 12.78% | 9.08% | 8.32% | 9.59% | 5.18% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
NBSSX vs. MFWIX - Drawdown Comparison
The maximum NBSSX drawdown since its inception was -61.56%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for NBSSX and MFWIX.
Loading graphics...
Drawdown Indicators
| NBSSX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.56% | -33.01% | -28.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -6.85% | -5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -20.22% | -20.55% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -23.36% | -17.41% |
Current DrawdownCurrent decline from peak | -10.03% | -5.18% | -4.85% |
Average DrawdownAverage peak-to-trough decline | -13.07% | -3.83% | -9.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 1.77% | +1.59% |
Volatility
NBSSX vs. MFWIX - Volatility Comparison
Neuberger Berman Focus Fund (NBSSX) has a higher volatility of 6.53% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that NBSSX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBSSX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 3.44% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 5.43% | +4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 8.94% | +9.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 9.11% | +9.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 9.61% | +9.53% |