NBSSX vs. NPRTX
Compare and contrast key facts about Neuberger Berman Focus Fund (NBSSX) and Neuberger Berman Large Cap Value Fund (NPRTX).
NBSSX is managed by Neuberger Berman. It was launched on Oct 18, 1955. NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975.
Performance
NBSSX vs. NPRTX - Performance Comparison
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NBSSX vs. NPRTX - 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% |
NPRTX Neuberger Berman Large Cap Value Fund | 6.41% | 20.69% | 10.92% | -1.76% | -1.25% | 28.12% | 14.44% | 23.96% | -1.23% | 13.45% |
Returns By Period
In the year-to-date period, NBSSX achieves a -8.40% return, which is significantly lower than NPRTX's 6.41% return. Over the past 10 years, NBSSX has underperformed NPRTX with an annualized return of 9.93%, while NPRTX has yielded a comparatively higher 13.26% 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%
NPRTX
- 1D
- 2.21%
- 1M
- -4.13%
- YTD
- 6.41%
- 6M
- 12.77%
- 1Y
- 24.08%
- 3Y*
- 12.12%
- 5Y*
- 8.20%
- 10Y*
- 13.26%
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NBSSX vs. NPRTX - Expense Ratio Comparison
NBSSX has a 0.89% expense ratio, which is higher than NPRTX's 0.79% expense ratio.
Return for Risk
NBSSX vs. NPRTX — Risk / Return Rank
NBSSX
NPRTX
NBSSX vs. NPRTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Focus Fund (NBSSX) and Neuberger Berman Large Cap Value Fund (NPRTX). 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 | NPRTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.59 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.16 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.33 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 2.15 | -1.23 |
Martin ratioReturn relative to average drawdown | 3.45 | 9.67 | -6.22 |
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
| NBSSX | NPRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.59 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.58 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.75 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.06 |
Correlation
The correlation between NBSSX and NPRTX is 0.78, 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. NPRTX - Dividend Comparison
NBSSX's dividend yield for the trailing twelve months is around 10.68%, more than NPRTX's 6.04% 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% |
NPRTX Neuberger Berman Large Cap Value Fund | 6.04% | 6.42% | 2.19% | 2.45% | 1.56% | 5.04% | 1.60% | 3.87% | 14.44% | 8.55% | 3.58% | 9.80% |
Drawdowns
NBSSX vs. NPRTX - Drawdown Comparison
The maximum NBSSX drawdown since its inception was -61.56%, smaller than the maximum NPRTX drawdown of -66.25%. Use the drawdown chart below to compare losses from any high point for NBSSX and NPRTX.
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Drawdown Indicators
| NBSSX | NPRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.56% | -66.25% | +4.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -10.98% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -19.82% | -20.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -39.01% | -1.76% |
Current DrawdownCurrent decline from peak | -10.03% | -4.35% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -13.07% | -9.29% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.46% | +0.90% |
Volatility
NBSSX vs. NPRTX - Volatility Comparison
Neuberger Berman Focus Fund (NBSSX) has a higher volatility of 6.53% compared to Neuberger Berman Large Cap Value Fund (NPRTX) at 4.55%. This indicates that NBSSX's price experiences larger fluctuations and is considered to be riskier than NPRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBSSX | NPRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 4.55% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 8.92% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 14.96% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 14.14% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 17.64% | +1.50% |