NBGEX
Neuberger Genesis Fund Trust Class
Mutual fund
$58.67+0.60 (+1.03%)Close Oct 2, 2026
Aug 26, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $291,752
- CAGR
- +10.73%
- Max drawdown
- −51.72%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.06%
- 3M
- −2.67%
- 6M
- +8.57%
- YTD
- +10.12%
- 1Y
- +8.10%
- 3Y
- +7.99%
- 5Y
- +2.56%
- 10Y
- +8.25%
- 15Y
- +9.89%
- 20Y
- +8.51%
- 25Y
- +9.85%
- 30Y
- +10.26%
- Since 1993
- +10.73%
Metrics
Since 1993| Volatility | 18.24% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.21 |
| Best year, 2013 | +37.01% |
| Worst year, 2008 | −32.94% |
| Positive years | 24 of 32 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.7% | Jun 2008 | Mar 2009 | Feb 2011 | 2.7 years |
| −34.5% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −30.4% | Oct 1997 | Oct 1998 | May 2000 | 2.6 years |
| −28.4% | Nov 2021 | Jun 2022 | Jul 2024 | 2.7 years |
| −27.5% | Nov 2024 | Apr 2025 | Not yet | 1.9 years so far |
Annual returns
1993 from Aug 26 · 2026 through Oct 2