NEMIX vs. NBGNX
Compare and contrast key facts about Neuberger Berman Emerging Markets Equity Fund (NEMIX) and Neuberger Berman Genesis Fund (NBGNX).
NEMIX is managed by Neuberger Berman. It was launched on Oct 7, 2008. NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988.
Performance
NEMIX vs. NBGNX - Performance Comparison
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NEMIX vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEMIX Neuberger Berman Emerging Markets Equity Fund | 0.94% | 35.31% | 12.87% | 4.68% | -23.86% | -3.32% | 13.31% | 18.98% | -17.32% | 41.62% |
NBGNX Neuberger Berman Genesis Fund | -1.46% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Returns By Period
In the year-to-date period, NEMIX achieves a 0.94% return, which is significantly higher than NBGNX's -1.46% return. Over the past 10 years, NEMIX has underperformed NBGNX with an annualized return of 7.16%, while NBGNX has yielded a comparatively higher 8.53% annualized return.
NEMIX
- 1D
- -0.82%
- 1M
- -10.77%
- YTD
- 0.94%
- 6M
- 4.39%
- 1Y
- 32.20%
- 3Y*
- 16.09%
- 5Y*
- 2.73%
- 10Y*
- 7.16%
NBGNX
- 1D
- -0.60%
- 1M
- -8.84%
- YTD
- -1.46%
- 6M
- -3.08%
- 1Y
- 2.50%
- 3Y*
- 3.42%
- 5Y*
- 1.09%
- 10Y*
- 8.53%
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NEMIX vs. NBGNX - Expense Ratio Comparison
NEMIX has a 1.23% expense ratio, which is higher than NBGNX's 0.99% expense ratio.
Return for Risk
NEMIX vs. NBGNX — Risk / Return Rank
NEMIX
NBGNX
NEMIX vs. NBGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Emerging Markets Equity Fund (NEMIX) and Neuberger Berman Genesis Fund (NBGNX). 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.
| NEMIX | NBGNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.12 | +1.93 |
Sortino ratioReturn per unit of downside risk | 2.67 | 0.33 | +2.34 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.04 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | -0.00 | +2.58 |
Martin ratioReturn relative to average drawdown | 9.01 | -0.01 | +9.02 |
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
| NEMIX | NBGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.12 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.06 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.64 | -0.27 |
Correlation
The correlation between NEMIX and NBGNX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NEMIX vs. NBGNX - Dividend Comparison
NEMIX's dividend yield for the trailing twelve months is around 0.02%, less than NBGNX's 16.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEMIX Neuberger Berman Emerging Markets Equity Fund | 0.02% | 0.02% | 0.14% | 1.34% | 0.44% | 1.06% | 0.36% | 1.80% | 1.00% | 0.63% | 0.52% | 0.69% |
NBGNX Neuberger Berman Genesis Fund | 16.60% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
Drawdowns
NEMIX vs. NBGNX - Drawdown Comparison
The maximum NEMIX drawdown since its inception was -41.28%, smaller than the maximum NBGNX drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for NEMIX and NBGNX.
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Drawdown Indicators
| NEMIX | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -51.75% | +10.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -13.26% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.67% | -28.33% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -34.53% | -6.75% |
Current DrawdownCurrent decline from peak | -11.66% | -16.06% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -14.25% | -7.14% | -7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 4.21% | -0.87% |
Volatility
NEMIX vs. NBGNX - Volatility Comparison
Neuberger Berman Emerging Markets Equity Fund (NEMIX) has a higher volatility of 5.85% compared to Neuberger Berman Genesis Fund (NBGNX) at 4.92%. This indicates that NEMIX's price experiences larger fluctuations and is considered to be riskier than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEMIX | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 4.92% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 11.36% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.60% | 20.75% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 19.65% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.72% | 20.18% | -3.46% |