NBXG vs. NGUAX
Compare and contrast key facts about Neuberger Berman Next Generation Connectivity Fund (NBXG) and Neuberger Berman Guardian Fund (NGUAX).
NBXG is an actively managed fund by Neuberger Berman. It was launched on May 25, 2021. NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950.
Performance
NBXG vs. NGUAX - Performance Comparison
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NBXG vs. NGUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | -6.55% | 24.23% | 28.53% | 34.92% | -41.41% | -10.72% |
NGUAX Neuberger Berman Guardian Fund | -8.55% | 14.38% | 23.80% | 35.98% | -24.47% | 15.95% |
Returns By Period
In the year-to-date period, NBXG achieves a -6.55% return, which is significantly higher than NGUAX's -8.55% return.
NBXG
- 1D
- 2.10%
- 1M
- -3.04%
- YTD
- -6.55%
- 6M
- -10.53%
- 1Y
- 16.91%
- 3Y*
- 19.49%
- 5Y*
- —
- 10Y*
- —
NGUAX
- 1D
- 3.35%
- 1M
- -4.60%
- YTD
- -8.55%
- 6M
- -8.31%
- 1Y
- 13.08%
- 3Y*
- 15.89%
- 5Y*
- 9.97%
- 10Y*
- 14.49%
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NBXG vs. NGUAX - Expense Ratio Comparison
NBXG has a 1.37% expense ratio, which is higher than NGUAX's 0.82% expense ratio.
Return for Risk
NBXG vs. NGUAX — Risk / Return Rank
NBXG
NGUAX
NBXG vs. NGUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Next Generation Connectivity Fund (NBXG) and Neuberger Berman Guardian Fund (NGUAX). 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.
| NBXG | NGUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.71 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.18 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.79 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.23 | 2.76 | +0.48 |
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
| NBXG | NGUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.04 | 0.00 |
Correlation
The correlation between NBXG and NGUAX 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
NBXG vs. NGUAX - Dividend Comparison
NBXG's dividend yield for the trailing twelve months is around 10.05%, less than NGUAX's 13.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | 10.05% | 8.73% | 9.42% | 10.98% | 13.19% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NGUAX Neuberger Berman Guardian Fund | 13.59% | 12.43% | 6.01% | 4.30% | 6.62% | 10.92% | 7.60% | 6.21% | 11.21% | 6.87% | 13.11% | 12.82% |
Drawdowns
NBXG vs. NGUAX - Drawdown Comparison
The maximum NBXG drawdown since its inception was -51.76%, smaller than the maximum NGUAX drawdown of -78.07%. Use the drawdown chart below to compare losses from any high point for NBXG and NGUAX.
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Drawdown Indicators
| NBXG | NGUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.76% | -78.07% | +26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -14.16% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.99% | — |
Current DrawdownCurrent decline from peak | -10.91% | -11.29% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -21.76% | -31.98% | +10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 4.06% | +1.49% |
Volatility
NBXG vs. NGUAX - Volatility Comparison
Neuberger Berman Next Generation Connectivity Fund (NBXG) has a higher volatility of 8.08% compared to Neuberger Berman Guardian Fund (NGUAX) at 6.08%. This indicates that NBXG's price experiences larger fluctuations and is considered to be riskier than NGUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBXG | NGUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 6.08% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 10.55% | +4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.52% | 19.81% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 18.22% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.14% | 18.23% | +7.91% |