NPRTX vs. NBSRX
Compare and contrast key facts about Neuberger Berman Large Cap Value Fund (NPRTX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
NPRTX is managed by Neuberger Berman. It was launched on Jan 20, 1975. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Performance
NPRTX vs. NBSRX - Performance Comparison
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NPRTX vs. NBSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPRTX Neuberger Berman Large Cap Value Fund | 6.41% | 20.69% | 10.92% | -1.76% | -1.25% | 28.12% | 14.44% | 23.96% | -1.23% | 13.45% |
NBSRX Neuberger Berman Sustainable Equity Fund | -3.86% | 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, NPRTX achieves a 6.41% return, which is significantly higher than NBSRX's -3.86% return. Both investments have delivered pretty close results over the past 10 years, with NPRTX having a 13.26% annualized return and NBSRX not far behind at 12.89%.
NPRTX
- 1D
- 2.21%
- 1M
- -4.13%
- YTD
- 6.41%
- 6M
- 12.77%
- 1Y
- 24.08%
- 3Y*
- 12.12%
- 5Y*
- 8.20%
- 10Y*
- 13.26%
NBSRX
- 1D
- 2.89%
- 1M
- -4.56%
- YTD
- -3.86%
- 6M
- 2.13%
- 1Y
- 15.39%
- 3Y*
- 20.05%
- 5Y*
- 11.06%
- 10Y*
- 12.89%
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NPRTX vs. NBSRX - Expense Ratio Comparison
NPRTX has a 0.79% expense ratio, which is lower than NBSRX's 0.85% expense ratio.
Return for Risk
NPRTX vs. NBSRX — Risk / Return Rank
NPRTX
NBSRX
NPRTX vs. NBSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Large Cap Value Fund (NPRTX) 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.
| NPRTX | NBSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.94 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.48 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.21 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.44 | +0.72 |
Martin ratioReturn relative to average drawdown | 9.67 | 5.56 | +4.11 |
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
| NPRTX | NBSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.94 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.69 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.13 |
Correlation
The correlation between NPRTX and NBSRX is 0.86, 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
NPRTX vs. NBSRX - Dividend Comparison
NPRTX's dividend yield for the trailing twelve months is around 6.04%, more than NBSRX's 2.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPRTX Neuberger Berman Large Cap Value Fund | 6.04% | 6.42% | 2.19% | 2.45% | 1.56% | 5.04% | 1.60% | 3.87% | 14.44% | 8.55% | 3.58% | 9.80% |
NBSRX Neuberger Berman Sustainable Equity Fund | 2.45% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
Drawdowns
NPRTX vs. NBSRX - Drawdown Comparison
The maximum NPRTX drawdown since its inception was -66.25%, which is greater than NBSRX's maximum drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for NPRTX and NBSRX.
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Drawdown Indicators
| NPRTX | NBSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.25% | -53.74% | -12.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -10.07% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.82% | -25.39% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -39.01% | -34.07% | -4.94% |
Current DrawdownCurrent decline from peak | -4.35% | -7.43% | +3.08% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -7.09% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.60% | -0.14% |
Volatility
NPRTX vs. NBSRX - Volatility Comparison
The current volatility for Neuberger Berman Large Cap Value Fund (NPRTX) is 4.55%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 5.51%. This indicates that NPRTX 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.
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Volatility by Period
| NPRTX | NBSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 5.51% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 10.82% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.96% | 17.44% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.14% | 16.12% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 17.48% | +0.16% |