NLSIX vs. NBSRX
Compare and contrast key facts about Neuberger Berman Long Short Fund (NLSIX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
NLSIX is managed by Neuberger Berman. It was launched on Dec 28, 2011. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Performance
NLSIX vs. NBSRX - Performance Comparison
Loading graphics...
NLSIX vs. NBSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NLSIX Neuberger Berman Long Short Fund | -3.63% | 7.20% | 7.47% | 13.10% | -6.85% | 9.01% | 15.27% | 17.11% | -6.92% | 13.39% |
NBSRX Neuberger Berman Sustainable Equity Fund | -6.55% | 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, NLSIX achieves a -3.63% return, which is significantly higher than NBSRX's -6.55% return. Over the past 10 years, NLSIX has underperformed NBSRX with an annualized return of 6.37%, while NBSRX has yielded a comparatively higher 12.57% annualized return.
NLSIX
- 1D
- 0.00%
- 1M
- -2.86%
- YTD
- -3.63%
- 6M
- -3.20%
- 1Y
- 3.47%
- 3Y*
- 6.40%
- 5Y*
- 4.72%
- 10Y*
- 6.37%
NBSRX
- 1D
- -0.29%
- 1M
- -7.74%
- YTD
- -6.55%
- 6M
- -0.49%
- 1Y
- 13.01%
- 3Y*
- 18.91%
- 5Y*
- 10.68%
- 10Y*
- 12.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NLSIX vs. NBSRX - Expense Ratio Comparison
NLSIX has a 1.28% expense ratio, which is higher than NBSRX's 0.85% expense ratio.
Return for Risk
NLSIX vs. NBSRX — Risk / Return Rank
NLSIX
NBSRX
NLSIX vs. NBSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Long Short Fund (NLSIX) 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.
| NLSIX | NBSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.80 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.27 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.09 | -0.46 |
Martin ratioReturn relative to average drawdown | 2.31 | 4.28 | -1.97 |
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
| NLSIX | NBSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.80 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.67 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.72 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.56 | +0.35 |
Correlation
The correlation between NLSIX and NBSRX is 0.83, 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
NLSIX vs. NBSRX - Dividend Comparison
NLSIX's dividend yield for the trailing twelve months is around 0.05%, less than NBSRX's 2.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLSIX Neuberger Berman Long Short Fund | 0.05% | 0.05% | 0.02% | 0.97% | 7.01% | 1.13% | 2.15% | 2.39% | 5.91% | 0.00% | 0.00% | 0.01% |
NBSRX Neuberger Berman Sustainable Equity Fund | 2.52% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
Drawdowns
NLSIX vs. NBSRX - Drawdown Comparison
The maximum NLSIX drawdown since its inception was -14.75%, smaller than the maximum NBSRX drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for NLSIX and NBSRX.
Loading graphics...
Drawdown Indicators
| NLSIX | NBSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.75% | -53.74% | +38.99% |
Max Drawdown (1Y)Largest decline over 1 year | -4.39% | -10.07% | +5.68% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -25.39% | +14.60% |
Max Drawdown (10Y)Largest decline over 10 years | -14.75% | -34.07% | +19.32% |
Current DrawdownCurrent decline from peak | -4.39% | -10.03% | +5.64% |
Average DrawdownAverage peak-to-trough decline | -2.03% | -7.09% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 2.58% | -1.39% |
Volatility
NLSIX vs. NBSRX - Volatility Comparison
The current volatility for Neuberger Berman Long Short Fund (NLSIX) is 1.89%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 4.47%. This indicates that NLSIX 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.
Loading graphics...
Volatility by Period
| NLSIX | NBSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.89% | 4.47% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 10.46% | -7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.34% | 17.24% | -10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 16.07% | -9.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.29% | 17.46% | -10.17% |