Performance analysis of Neuberger Berman Next Generation Connectivity Fund (NBXG)
Annual Return
Over the past 3 years, NBXG has had an average annual return of +24.05%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NBXG has had an average annual return of +4.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 26, 2021, NBXG has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +13.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.30% | +24.16% | +28.50% | +34.89% | -41.37% | -10.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.41% | -5.41% | -3.65% | +14.25% | +15.36% | -0.18% | -5.88% | +13.30% | |||||
| 2025 | +6.23% | -1.52% | -5.96% | +0.45% | +9.26% | +11.17% | +2.55% | +0.33% | +4.47% | +0.21% | -2.98% | -1.00% | +24.16% |
| 2024 | +3.95% | +6.24% | -0.08% | -0.62% | +5.63% | +7.26% | -4.32% | +2.30% | +3.98% | -1.50% | +5.92% | -2.61% | +28.50% |
| 2023 | +10.52% | +2.11% | +4.52% | -5.80% | +4.69% | +9.47% | +2.20% | -1.83% | -2.17% | -7.53% | +12.69% | +3.56% | +34.89% |
| 2022 | -11.00% | -6.56% | -0.92% | -17.18% | -2.53% | -9.48% | +11.83% | -0.80% | -11.75% | +3.08% | +5.01% | -8.12% | -41.37% |
| 2021 | +0.05% | +0.10% | +0.26% | +0.76% | -4.36% | +0.07% | -3.04% | -4.89% | -10.70% |
Drawdown analysis of Neuberger Berman Next Generation Connectivity Fund (NBXG)
The maximum drawdown for the NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 662 trading sessions.
The current NBXG drawdown is -9.91%.
Since May 26, 2021 NBXG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.73% | Sep 2, 2021 | 281 | Oct 14, 2022 | 662 | Jun 6, 2025 | 943 |
| -16.26% | Nov 3, 2025 | 100 | Mar 30, 2026 | 23 | May 1, 2026 | 123 |
| -13.17% | Jun 18, 2026 | 19 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -7.37% | Jun 2, 2026 | 6 | Jun 10, 2026 | 6 | Jun 18, 2026 | 12 |
| -4.84% | Oct 6, 2025 | 9 | Oct 17, 2025 | 11 | Nov 3, 2025 | 20 |
| -3.72% | Jun 16, 2021 | 19 | Jul 14, 2021 | 36 | Sep 2, 2021 | 55 |
| -3.56% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -3.41% | Jul 18, 2025 | 10 | Aug 1, 2025 | 19 | Aug 28, 2025 | 29 |
| -2.31% | Jul 3, 2025 | 5 | Jul 11, 2025 | 3 | Jul 16, 2025 | 8 |
| -2.14% | Aug 28, 2025 | 3 | Sep 3, 2025 | 3 | Sep 8, 2025 | 6 |
| -1.82% | Sep 18, 2025 | 5 | Sep 25, 2025 | 4 | Oct 1, 2025 | 9 |
| -1.20% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -1.09% | Jun 6, 2025 | 3 | Jun 11, 2025 | 7 | Jun 23, 2025 | 10 |
| -0.74% | Jun 2, 2021 | 4 | Jun 8, 2021 | 5 | Jun 15, 2021 | 9 |
| -0.73% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -0.45% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -0.39% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -0.14% | Jun 30, 2025 | 1 | Jul 1, 2025 | 2 | Jul 3, 2025 | 3 |
| -0.07% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |
| -0.07% | Oct 1, 2025 | 1 | Oct 2, 2025 | 2 | Oct 6, 2025 | 3 |
| -0.06% | Sep 16, 2025 | 1 | Sep 17, 2025 | 1 | Sep 18, 2025 | 2 |