NGUAX vs. NCRLX
Compare and contrast key facts about Neuberger Berman Guardian Fund (NGUAX) and Neuberger Berman Core Bond Fund (NCRLX).
NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950. NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995.
Performance
NGUAX vs. NCRLX - Performance Comparison
Loading graphics...
NGUAX vs. NCRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NGUAX Neuberger Berman Guardian Fund | -11.52% | 14.38% | 23.80% | 35.98% | -24.47% | 27.43% | 34.56% | 36.69% | -7.16% | 25.28% |
NCRLX Neuberger Berman Core Bond Fund | -0.49% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 9.50% | 9.43% | -1.06% | 3.95% |
Returns By Period
In the year-to-date period, NGUAX achieves a -11.52% return, which is significantly lower than NCRLX's -0.49% return. Over the past 10 years, NGUAX has outperformed NCRLX with an annualized return of 14.11%, while NCRLX has yielded a comparatively lower 1.86% annualized return.
NGUAX
- 1D
- -0.30%
- 1M
- -7.63%
- YTD
- -11.52%
- 6M
- -11.20%
- 1Y
- 10.27%
- 3Y*
- 14.62%
- 5Y*
- 9.51%
- 10Y*
- 14.11%
NCRLX
- 1D
- 0.57%
- 1M
- -2.33%
- YTD
- -0.49%
- 6M
- 0.29%
- 1Y
- 3.94%
- 3Y*
- 3.58%
- 5Y*
- 0.01%
- 10Y*
- 1.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NGUAX vs. NCRLX - Expense Ratio Comparison
NGUAX has a 0.82% expense ratio, which is higher than NCRLX's 0.39% expense ratio.
Return for Risk
NGUAX vs. NCRLX — Risk / Return Rank
NGUAX
NCRLX
NGUAX vs. NCRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Guardian Fund (NGUAX) and Neuberger Berman Core Bond Fund (NCRLX). 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.
| NGUAX | NCRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.04 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.52 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.71 | -1.21 |
Martin ratioReturn relative to average drawdown | 1.74 | 5.20 | -3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NGUAX | NCRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.04 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.00 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.38 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.49 | -0.45 |
Correlation
The correlation between NGUAX and NCRLX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NGUAX vs. NCRLX - Dividend Comparison
NGUAX's dividend yield for the trailing twelve months is around 14.04%, more than NCRLX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGUAX Neuberger Berman Guardian Fund | 14.04% | 12.43% | 6.01% | 4.30% | 6.62% | 10.92% | 7.60% | 6.21% | 11.21% | 6.87% | 13.11% | 12.82% |
NCRLX Neuberger Berman Core Bond Fund | 4.35% | 4.68% | 4.76% | 3.90% | 2.63% | 2.47% | 4.76% | 3.37% | 3.00% | 2.80% | 3.37% | 3.15% |
Drawdowns
NGUAX vs. NCRLX - Drawdown Comparison
The maximum NGUAX drawdown since its inception was -78.07%, which is greater than NCRLX's maximum drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for NGUAX and NCRLX.
Loading graphics...
Drawdown Indicators
| NGUAX | NCRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.07% | -19.21% | -58.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -2.88% | -11.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.43% | -19.21% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -31.99% | -19.21% | -12.78% |
Current DrawdownCurrent decline from peak | -14.16% | -2.80% | -11.36% |
Average DrawdownAverage peak-to-trough decline | -31.98% | -3.82% | -28.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 0.95% | +3.14% |
Volatility
NGUAX vs. NCRLX - Volatility Comparison
Neuberger Berman Guardian Fund (NGUAX) has a higher volatility of 4.85% compared to Neuberger Berman Core Bond Fund (NCRLX) at 1.61%. This indicates that NGUAX's price experiences larger fluctuations and is considered to be riskier than NCRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NGUAX | NCRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 1.61% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 2.66% | +7.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 4.43% | +15.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.16% | 5.99% | +12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 4.98% | +13.22% |