NGUAX vs. ^GSPC
Compare and contrast key facts about Neuberger Berman Guardian Fund (NGUAX) and S&P 500 (^GSPC).
NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGUAX or ^GSPC.
Correlation
The correlation between NGUAX and ^GSPC is 0.91, 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.
Performance
NGUAX vs. ^GSPC - Performance Comparison
Key characteristics
NGUAX:
-0.16
^GSPC:
0.24
NGUAX:
-0.08
^GSPC:
0.47
NGUAX:
0.99
^GSPC:
1.07
NGUAX:
-0.15
^GSPC:
0.24
NGUAX:
-0.53
^GSPC:
1.08
NGUAX:
6.70%
^GSPC:
4.25%
NGUAX:
21.58%
^GSPC:
19.00%
NGUAX:
-50.90%
^GSPC:
-56.78%
NGUAX:
-19.48%
^GSPC:
-14.02%
Returns By Period
In the year-to-date period, NGUAX achieves a -12.40% return, which is significantly lower than ^GSPC's -10.18% return. Over the past 10 years, NGUAX has underperformed ^GSPC with an annualized return of 4.84%, while ^GSPC has yielded a comparatively higher 9.70% annualized return.
NGUAX
-12.40%
-6.88%
-15.04%
-2.60%
9.95%
4.84%
^GSPC
-10.18%
-6.92%
-9.92%
5.42%
12.98%
9.70%
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Risk-Adjusted Performance
NGUAX vs. ^GSPC — Risk-Adjusted Performance Rank
NGUAX
^GSPC
NGUAX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Guardian Fund (NGUAX) and S&P 500 (^GSPC). 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.
Drawdowns
NGUAX vs. ^GSPC - Drawdown Comparison
The maximum NGUAX drawdown since its inception was -50.90%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for NGUAX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
NGUAX vs. ^GSPC - Volatility Comparison
Neuberger Berman Guardian Fund (NGUAX) and S&P 500 (^GSPC) have volatilities of 14.05% and 13.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.