NFIAX vs. NBSRX
Compare and contrast key facts about Neuberger Berman Floating Rate Income Fund (NFIAX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
NFIAX is managed by Neuberger Berman. It was launched on Dec 28, 2009. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Performance
NFIAX vs. NBSRX - Performance Comparison
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NFIAX vs. NBSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFIAX Neuberger Berman Floating Rate Income Fund | -0.72% | 5.83% | 8.89% | 10.92% | -3.26% | 4.27% | 3.63% | 8.31% | -1.13% | 3.19% |
NBSRX Neuberger Berman Sustainable Equity Fund | -3.86% | 17.37% | 28.23% | 26.76% | -18.81% | 23.30% | 19.35% | 25.95% | -6.00% | 18.84% |
Returns By Period
In the year-to-date period, NFIAX achieves a -0.72% return, which is significantly higher than NBSRX's -3.86% return. Over the past 10 years, NFIAX has underperformed NBSRX with an annualized return of 4.50%, while NBSRX has yielded a comparatively higher 12.89% annualized return.
NFIAX
- 1D
- 0.11%
- 1M
- 0.11%
- YTD
- -0.72%
- 6M
- 0.64%
- 1Y
- 4.75%
- 3Y*
- 7.17%
- 5Y*
- 4.78%
- 10Y*
- 4.50%
NBSRX
- 1D
- 2.89%
- 1M
- -4.56%
- YTD
- -3.86%
- 6M
- 2.13%
- 1Y
- 15.39%
- 3Y*
- 20.05%
- 5Y*
- 11.06%
- 10Y*
- 12.89%
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NFIAX vs. NBSRX - Expense Ratio Comparison
NFIAX has a 0.97% expense ratio, which is higher than NBSRX's 0.85% expense ratio.
Return for Risk
NFIAX vs. NBSRX — Risk / Return Rank
NFIAX
NBSRX
NFIAX vs. NBSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Floating Rate Income Fund (NFIAX) and Neuberger Berman Sustainable Equity Fund (NBSRX). 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.
| NFIAX | NBSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 0.94 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.66 | 1.48 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.61 | 1.21 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.44 | +1.17 |
Martin ratioReturn relative to average drawdown | 11.36 | 5.56 | +5.80 |
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
| NFIAX | NBSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 0.94 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.81 | 0.69 | +1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | 0.74 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 0.57 | +0.65 |
Correlation
The correlation between NFIAX and NBSRX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NFIAX vs. NBSRX - Dividend Comparison
NFIAX's dividend yield for the trailing twelve months is around 6.24%, more than NBSRX's 2.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFIAX Neuberger Berman Floating Rate Income Fund | 6.24% | 6.84% | 8.05% | 6.89% | 3.97% | 3.36% | 3.68% | 4.71% | 4.32% | 3.44% | 3.46% | 4.05% |
NBSRX Neuberger Berman Sustainable Equity Fund | 2.45% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
Drawdowns
NFIAX vs. NBSRX - Drawdown Comparison
The maximum NFIAX drawdown since its inception was -22.18%, smaller than the maximum NBSRX drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for NFIAX and NBSRX.
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Drawdown Indicators
| NFIAX | NBSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.18% | -53.74% | +31.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.83% | -10.07% | +8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -6.84% | -25.39% | +18.55% |
Max Drawdown (10Y)Largest decline over 10 years | -22.18% | -34.07% | +11.89% |
Current DrawdownCurrent decline from peak | -0.83% | -7.43% | +6.60% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -7.09% | +6.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 2.60% | -2.16% |
Volatility
NFIAX vs. NBSRX - Volatility Comparison
The current volatility for Neuberger Berman Floating Rate Income Fund (NFIAX) is 0.60%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 5.51%. This indicates that NFIAX experiences smaller price fluctuations and is considered to be less risky than NBSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NFIAX | NBSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 5.51% | -4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 10.82% | -9.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.75% | 17.44% | -14.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.66% | 16.12% | -13.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.01% | 17.48% | -13.47% |