NBXG vs. DIS
NBXG (Neuberger Berman Next Generation Connectivity Fund) is Technology Equities fund actively managed by Neuberger Berman, while DIS (The Walt Disney Company) is a stock. Over the past 5 years, NBXG returned 4.35%/yr vs -10.12%/yr for DIS. Their 0.43 correlation means their historical movements had little consistent relationship.
Performance
NBXG vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, NBXG achieves a 11.22% return, which is significantly higher than DIS's -13.08% return.
NBXG
- 1D
- 2.71%
- 1M
- -4.83%
- 6M
- 11.24%
- YTD
- 11.22%
- 1Y
- 15.46%
- 3Y*
- 23.76%
- 5Y*
- 4.35%
- 10Y*
- —
- ALL TIME*
- 4.45%
DIS
- 1D
- 2.03%
- 1M
- -1.37%
- 6M
- -5.32%
- YTD
- -13.08%
- 1Y
- -14.61%
- 3Y*
- 5.46%
- 5Y*
- -10.12%
- 10Y*
- 1.06%
- ALL TIME*
- 10.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.16B | $1.04B | $1.05B | |
| $3.22M | $3.84M | $3.95M |
NBXG vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | 11.22% | 24.23% | 28.53% | 34.92% | -41.41% | -10.72% |
DIS The Walt Disney Company | -13.08% | 3.30% | 24.44% | 4.26% | -43.91% | -12.08% |
Correlation
The correlation between NBXG and DIS is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 26, 2021 | 0.43 |
Over the past year, the correlation between NBXG and DIS has dropped to 0.13 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
NBXG vs. DIS — Risk / Return Rank
NBXG
DIS
NBXG vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Next Generation Connectivity Fund (NBXG) and The Walt Disney Company (DIS). 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.
| NBXG | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.92 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | -0.67 | +1.53 |
| Martin ratioReturn relative to average drawdown | 2.40 | -1.27 | +3.67 |
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Drawdowns
NBXG vs. DIS - Drawdown Comparison
The maximum NBXG drawdown since its inception was -51.76%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for NBXG and DIS.
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Drawdown Indicators
| NBXG | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.76% | -85.66% | +33.90% |
Max Drawdown (1Y)Largest decline over 1 year | -17.90% | -22.04% | +4.14% |
Max Drawdown (3Y)Largest decline over 3 years | -22.08% | -32.86% | +10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -51.76% | -57.33% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.72% | — |
Current DrawdownCurrent decline from peak | -11.60% | -49.87% | +38.27% |
Average DrawdownAverage peak-to-trough decline | -20.66% | -26.83% | +6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.46% | 11.49% | -5.03% |
Volatility
NBXG vs. DIS - Volatility Comparison
Neuberger Berman Next Generation Connectivity Fund (NBXG) has a higher volatility of 9.24% compared to The Walt Disney Company (DIS) at 7.54%. This indicates that NBXG's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBXG | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 7.54% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 20.30% | 20.46% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.17% | 25.64% | -2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.82% | 29.45% | -2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.40% | 28.92% | -2.52% |
Dividends
NBXG vs. DIS - Dividend Comparison
NBXG's dividend yield for the trailing twelve months is around 9.23%, more than DIS's 1.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.53% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
NBXG Neuberger Berman Next Generation Connectivity Fund | 9.23% | 8.73% | 9.42% | 10.98% | 13.19% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NBXG and DIS have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBXG has higher volatility (9.24%) compared to DIS (7.54%). In terms of maximum drawdown, NBXG dropped -51.76% vs DIS's -85.66%.
NBXG currently has the higher Sharpe Ratio (0.67 vs -0.57), 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.
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