Summary
NBGX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 19.21% 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: 03/06/2026

Current price: $29.63

Expense ratio: 0.44%

Assets under management
$14.3M
0.00% 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

3.72%

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

11.34%

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

5.16%

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

19.21%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

3.411%

31/03/2026
Worst day

-2.856%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $29.63 $29.63 $29.63 $29.63 100
02/06/2026 $29.88 $29.88 $29.88 $29.88 100
01/06/2026 $30.07 $30.07 $30.01 $30.01 600
29/05/2026 $29.97 $29.97 $29.92 $29.93 2,000
28/05/2026 $29.77 $29.87 $29.77 $29.86 2,400
27/05/2026 $29.68 $29.68 $29.68 $29.68 100
26/05/2026 $29.59 $29.65 $29.59 $29.65 300
22/05/2026 $29.60 $29.60 $29.46 $29.46 2,200
21/05/2026 $29.30 $29.46 $29.30 $29.46 300
20/05/2026 $29.43 $29.43 $29.43 $29.43 100