Summary
NBGX
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 9.46% Volatility 20.59% Sharpe 0.53
Official loaded data — not a live quote.

NEUBERGER BERMAN GROWTH ETF

Symbol: NBGX

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 18/12/2024

Latest date: 20/07/2026

Current price: $28.92

Expense ratio: 0.44%

Assets under management
$14.8M
-0.74% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.67%

Ann. -38.56% (Sharpe / Sortino numerator)

Volatility

21.22%

Sharpe ratio

-1.988

VaR 95%

-1.98%

CVaR 95%: -2.07%
Max drawdown: -8.61%
Sortino ratio: -3.619
Calmar ratio: -4.48

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

2.83%

Ann. -29.07% (Sharpe / Sortino numerator)

Volatility

17.21%

Sharpe ratio

-1.900

VaR 95%

-1.91%

CVaR 95%: -2.11%
Max drawdown: -13.28%
Sortino ratio: -3.065
Calmar ratio: -2.19

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.86%

Ann. -15.24% (Sharpe / Sortino numerator)

Volatility

15.93%

Sharpe ratio

-1.185

VaR 95%

-1.81%

CVaR 95%: -2.15%
Max drawdown: -14.86%
Sortino ratio: -1.724
Calmar ratio: -1.03

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.46%

Ann. 14.50% (Sharpe / Sortino numerator)

Volatility

20.59%

Sharpe ratio

0.528

VaR 95%

-1.72%

CVaR 95%: -2.83%
Max drawdown: -14.86%
Sortino ratio: 0.712
Calmar ratio: 0.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.041%

Best day

3.411%

31/03/2026
Worst day

-2.856%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $29.14 $29.14 $28.92 $28.92 200
17/07/2026 $28.97 $28.97 $28.97 $28.97 100
16/07/2026 $29.59 $29.59 $29.36 $29.36 400
15/07/2026 $29.70 $29.73 $29.70 $29.73 3,000
14/07/2026 $29.51 $29.62 $29.51 $29.59 3,000
13/07/2026 $29.29 $29.29 $29.29 $29.29 100
10/07/2026 $29.66 $29.66 $29.66 $29.66 100
09/07/2026 $29.39 $29.53 $29.39 $29.53 500
08/07/2026 $29.26 $29.26 $29.26 $29.26 100
07/07/2026 $29.11 $29.27 $29.11 $29.27 1,600