NMANX vs. NBSRX
Compare and contrast key facts about Neuberger Berman Mid Cap Growth Fund (NMANX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
NMANX is managed by Neuberger Berman. It was launched on Mar 1, 1979. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Performance
NMANX vs. NBSRX - Performance Comparison
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NMANX vs. NBSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | -4.02% | 5.51% | 24.39% | 18.21% | -28.82% | 12.42% | 39.45% | 33.62% | -6.28% | 29.01% |
NBSRX Neuberger Berman Sustainable Equity Fund | -3.14% | 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, NMANX achieves a -4.02% return, which is significantly lower than NBSRX's -3.14% return. Over the past 10 years, NMANX has underperformed NBSRX with an annualized return of 11.19%, while NBSRX has yielded a comparatively higher 12.97% annualized return.
NMANX
- 1D
- 1.15%
- 1M
- -4.22%
- YTD
- -4.02%
- 6M
- -11.88%
- 1Y
- 8.66%
- 3Y*
- 11.34%
- 5Y*
- 2.74%
- 10Y*
- 11.19%
NBSRX
- 1D
- 0.74%
- 1M
- -3.18%
- YTD
- -3.14%
- 6M
- 2.51%
- 1Y
- 15.45%
- 3Y*
- 20.34%
- 5Y*
- 11.22%
- 10Y*
- 12.97%
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NMANX vs. NBSRX - Expense Ratio Comparison
NMANX has a 0.83% expense ratio, which is lower than NBSRX's 0.85% expense ratio.
Return for Risk
NMANX vs. NBSRX — Risk / Return Rank
NMANX
NBSRX
NMANX vs. NBSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) 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.
| NMANX | NBSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.94 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.48 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.76 | -1.13 |
Martin ratioReturn relative to average drawdown | 1.95 | 6.72 | -4.77 |
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
| NMANX | NBSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.94 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.70 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.74 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.06 |
Correlation
The correlation between NMANX and NBSRX is 0.84, 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
NMANX vs. NBSRX - Dividend Comparison
NMANX's dividend yield for the trailing twelve months is around 24.06%, more than NBSRX's 2.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMANX Neuberger Berman Mid Cap Growth Fund | 24.06% | 23.10% | 9.85% | 3.19% | 4.87% | 16.30% | 9.58% | 5.43% | 11.70% | 8.94% | 5.00% | 9.00% |
NBSRX Neuberger Berman Sustainable Equity Fund | 2.43% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
Drawdowns
NMANX vs. NBSRX - Drawdown Comparison
The maximum NMANX drawdown since its inception was -72.14%, which is greater than NBSRX's maximum drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for NMANX and NBSRX.
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Drawdown Indicators
| NMANX | NBSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -53.74% | -18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -10.03% | -7.68% |
Max Drawdown (5Y)Largest decline over 5 years | -38.10% | -25.39% | -12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | -34.07% | -4.03% |
Current DrawdownCurrent decline from peak | -13.21% | -6.74% | -6.47% |
Average DrawdownAverage peak-to-trough decline | -17.45% | -7.09% | -10.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 2.64% | +3.07% |
Volatility
NMANX vs. NBSRX - Volatility Comparison
Neuberger Berman Mid Cap Growth Fund (NMANX) has a higher volatility of 8.86% compared to Neuberger Berman Sustainable Equity Fund (NBSRX) at 5.57%. This indicates that NMANX's price experiences larger fluctuations and is considered to be riskier 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
| NMANX | NBSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.86% | 5.57% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 10.84% | +5.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.80% | 17.45% | +6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 16.12% | +7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.36% | 17.48% | +4.88% |