NBGNX
Neuberger Genesis Fund Investor Class
Mutual fund
$58.68+0.60 (+1.03%)Close Oct 2, 2026
Sep 27, 1988 – Oct 2, 2026, Dividends reinvested
- Final balance
- $446,937
- CAGR
- +10.51%
- Max drawdown
- −51.75%
- Sharpe ratio
- 0.66
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.61%
- 3M
- −3.22%
- 6M
- +7.99%
- YTD
- +9.54%
- 1Y
- +7.58%
- 3Y
- +7.88%
- 5Y
- +2.54%
- 10Y
- +8.85%
- 15Y
- +10.32%
- 20Y
- +8.84%
- 25Y
- +10.00%
- 30Y
- +10.39%
- Since 1988
- +10.51%
Metrics
Since 1988| Volatility | 17.37% |
|---|---|
| Sortino ratio | 0.94 |
| Calmar ratio | 0.20 |
| Best year, 1991 | +39.72% |
| Worst year, 2008 | −32.97% |
| Positive years | 28 of 37 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 1988| 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 |
| −32.7% | Sep 1989 | Oct 1990 | Aug 1991 | 1.9 years |
| −30.3% | Oct 1997 | Oct 1998 | May 2000 | 2.6 years |
| −28.3% | Nov 2021 | Jun 2022 | Jul 2024 | 2.7 years |
Annual returns
1988 from Sep 27 · 2026 through Oct 2