PortfoliosLab logoPortfoliosLab logo
NMANX vs. VGHAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NMANX vs. VGHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Mid Cap Growth Fund (NMANX) and Vanguard Health Care Fund Admiral Shares (VGHAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

NMANX vs. VGHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NMANX
Neuberger Berman Mid Cap Growth Fund
-5.12%5.51%24.39%18.21%-28.82%12.42%39.45%33.62%-6.28%29.01%
VGHAX
Vanguard Health Care Fund Admiral Shares
-1.88%19.72%9.10%5.51%-1.00%12.82%12.62%22.99%1.07%19.64%

Returns By Period

In the year-to-date period, NMANX achieves a -5.12% return, which is significantly lower than VGHAX's -1.88% return. Over the past 10 years, NMANX has outperformed VGHAX with an annualized return of 11.06%, while VGHAX has yielded a comparatively lower 9.62% annualized return.


NMANX

1D
4.27%
1M
-6.96%
YTD
-5.12%
6M
-12.25%
1Y
8.94%
3Y*
10.91%
5Y*
2.51%
10Y*
11.06%

VGHAX

1D
1.17%
1M
-2.21%
YTD
-1.88%
6M
7.99%
1Y
15.52%
3Y*
10.80%
5Y*
8.94%
10Y*
9.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NMANX vs. VGHAX - Expense Ratio Comparison

NMANX has a 0.83% expense ratio, which is higher than VGHAX's 0.25% expense ratio.


Return for Risk

NMANX vs. VGHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NMANX
NMANX Risk / Return Rank: 1414
Overall Rank
NMANX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
NMANX Sortino Ratio Rank: 1515
Sortino Ratio Rank
NMANX Omega Ratio Rank: 1313
Omega Ratio Rank
NMANX Calmar Ratio Rank: 1414
Calmar Ratio Rank
NMANX Martin Ratio Rank: 1313
Martin Ratio Rank

VGHAX
VGHAX Risk / Return Rank: 3636
Overall Rank
VGHAX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
VGHAX Sortino Ratio Rank: 3535
Sortino Ratio Rank
VGHAX Omega Ratio Rank: 2727
Omega Ratio Rank
VGHAX Calmar Ratio Rank: 5252
Calmar Ratio Rank
VGHAX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NMANX vs. VGHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Mid Cap Growth Fund (NMANX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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.


NMANXVGHAXDifference

Sharpe ratio

Return per unit of total volatility

0.42

0.92

-0.50

Sortino ratio

Return per unit of downside risk

0.74

1.35

-0.61

Omega ratio

Gain probability vs. loss probability

1.09

1.17

-0.08

Calmar ratio

Return relative to maximum drawdown

0.44

1.58

-1.13

Martin ratio

Return relative to average drawdown

1.39

4.15

-2.76

NMANX vs. VGHAX - Sharpe Ratio Comparison

The current NMANX Sharpe Ratio is 0.42, which is lower than the VGHAX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of NMANX and VGHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


NMANXVGHAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.42

0.92

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.50

-0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.55

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.61

-0.11

Correlation

The correlation between NMANX and VGHAX is 0.70, 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. VGHAX - Dividend Comparison

NMANX's dividend yield for the trailing twelve months is around 24.34%, more than VGHAX's 6.80% yield.


TTM20252024202320222021202020192018201720162015
NMANX
Neuberger Berman Mid Cap Growth Fund
24.34%23.10%9.85%3.19%4.87%16.30%9.58%5.43%11.70%8.94%5.00%9.00%
VGHAX
Vanguard Health Care Fund Admiral Shares
6.80%6.07%22.84%7.22%5.49%7.05%8.02%11.87%9.15%7.36%8.60%8.21%

Drawdowns

NMANX vs. VGHAX - Drawdown Comparison

The maximum NMANX drawdown since its inception was -72.14%, which is greater than VGHAX's maximum drawdown of -36.85%. Use the drawdown chart below to compare losses from any high point for NMANX and VGHAX.


Loading graphics...

Drawdown Indicators


NMANXVGHAXDifference

Max Drawdown

Largest peak-to-trough decline

-72.14%

-36.85%

-35.29%

Max Drawdown (1Y)

Largest decline over 1 year

-17.71%

-9.19%

-8.52%

Max Drawdown (5Y)

Largest decline over 5 years

-38.10%

-16.92%

-21.18%

Max Drawdown (10Y)

Largest decline over 10 years

-38.10%

-27.17%

-10.93%

Current Drawdown

Current decline from peak

-14.20%

-4.91%

-9.29%

Average Drawdown

Average peak-to-trough decline

-17.45%

-5.61%

-11.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.65%

3.49%

+2.16%

Volatility

NMANX vs. VGHAX - Volatility Comparison

Neuberger Berman Mid Cap Growth Fund (NMANX) has a higher volatility of 8.87% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 5.83%. This indicates that NMANX's price experiences larger fluctuations and is considered to be riskier than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


NMANXVGHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.87%

5.83%

+3.04%

Volatility (6M)

Calculated over the trailing 6-month period

16.47%

10.41%

+6.06%

Volatility (1Y)

Calculated over the trailing 1-year period

23.78%

17.68%

+6.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.16%

18.02%

+5.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.36%

17.58%

+4.78%