Performance analysis of NBSM (NEUBERGER BERMAN SMALL-MID CAP ETF)
Annual Return
Since Mar 21, 2024, NBSM has had an average annual return of +4.67%, underperforming the benchmark SPY, which returned +18% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.73% | -0.04% | -0.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.36% | +2.21% | -6.40% | +7.06% | -1.11% | +7.61% | -1.77% | +11.73% | |||||
| 2025 | +1.78% | -2.75% | -4.58% | -2.58% | +4.36% | +2.88% | +1.48% | +2.25% | -2.52% | -0.78% | +2.15% | -1.29% | -0.04% |
| 2024 | +0.69% | -4.80% | +3.48% | -1.71% | +6.51% | -1.09% | +1.61% | -2.97% | +8.55% | -9.39% | -0.39% |
Drawdown analysis of NBSM (NEUBERGER BERMAN SMALL-MID CAP ETF)
The maximum drawdown for the NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 304 trading sessions.
The current NBSM drawdown is -1.77%.
Since Mar 21, 2024 NBSM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.16% | Nov 25, 2024 | 90 | Apr 8, 2025 | 304 | Jun 25, 2026 | 394 |
| -7.24% | Jul 16, 2024 | 16 | Aug 7, 2024 | 46 | Oct 11, 2024 | 62 |
| -6.88% | Mar 28, 2024 | 14 | Apr 18, 2024 | 13 | May 7, 2024 | 27 |
| -6.11% | May 15, 2024 | 13 | Jun 4, 2024 | 28 | Jul 16, 2024 | 41 |
| -4.10% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -3.68% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.85% | Jun 30, 2026 | 5 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -0.82% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.73% | Jun 26, 2026 | 1 | Jun 29, 2026 | 1 | Jun 30, 2026 | 2 |
| -0.46% | May 7, 2024 | 1 | May 8, 2024 | 1 | May 9, 2024 | 2 |
| -0.44% | May 10, 2024 | 1 | May 13, 2024 | 1 | May 14, 2024 | 2 |