Summary
NBOS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 16.50% Volatility 11.85% Sharpe 0.75
Official loaded data — not a live quote.

NEUBERGER BERMAN OPTION STRATEGY ETF

Symbol: NBOS

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 16/09/2016

Latest date: 20/07/2026

Current price: $28.13

Expense ratio: 0.57%

Assets under management
$445.6M
-0.26% 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

0.81%

Ann. -25.68% (Sharpe / Sortino numerator)

Volatility

14.19%

Sharpe ratio

-2.065

VaR 95%

-1.28%

CVaR 95%: -1.43%
Max drawdown: -4.57%
Sortino ratio: -3.864
Calmar ratio: -5.62

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

3.66%

Ann. -1.44% (Sharpe / Sortino numerator)

Volatility

10.89%

Sharpe ratio

-0.466

VaR 95%

-1.24%

CVaR 95%: -1.35%
Max drawdown: -5.38%
Sortino ratio: -0.635
Calmar ratio: -0.27

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

8.13%

Ann. 8.13% (Sharpe / Sortino numerator)

Volatility

9.61%

Sharpe ratio

0.469

VaR 95%

-1.18%

CVaR 95%: -1.40%
Max drawdown: -5.38%
Sortino ratio: 0.609
Calmar ratio: 1.51

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

16.50%

Ann. 12.53% (Sharpe / Sortino numerator)

Volatility

11.85%

Sharpe ratio

0.751

VaR 95%

-1.08%

CVaR 95%: -1.88%
Max drawdown: -6.00%
Sortino ratio: 0.783
Calmar ratio: 2.09

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

25.97%

Ann. 10.15% (Sharpe / Sortino numerator)

Volatility

10.60%

Sharpe ratio

0.615

VaR 95%

-1.09%

CVaR 95%: -1.68%
Max drawdown: -12.66%
Sortino ratio: 0.662
Calmar ratio: 0.80

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

33.93%

Ann. 12.04% (Sharpe / Sortino numerator)

Volatility

10.10%

Sharpe ratio

0.834

VaR 95%

-1.04%

CVaR 95%: -1.59%
Max drawdown: -12.66%
Sortino ratio: 0.905
Calmar ratio: 0.95

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

0.062%

Best day

2.221%

31/03/2026
Worst day

-1.657%

20/11/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $28.20 $28.20 $28.11 $28.13 61,900
17/07/2026 $28.16 $28.19 $28.11 $28.18 26,200
16/07/2026 $28.25 $28.29 $28.19 $28.26 30,400
15/07/2026 $28.29 $28.30 $28.21 $28.26 28,600
14/07/2026 $28.12 $28.24 $28.12 $28.23 626,000
13/07/2026 $28.21 $28.21 $28.12 $28.18 19,200
10/07/2026 $28.22 $28.25 $28.14 $28.25 26,800
09/07/2026 $28.14 $28.23 $28.09 $28.20 304,900
08/07/2026 $28.10 $28.10 $28.00 $28.09 10,900
07/07/2026 $28.16 $28.16 $28.09 $28.13 34,000