Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NBET (Neuberger Berman Energy Transition & Infrastructure ETF) 23.68% 27.38% 20.22% 11.48% 16.80% 16.24% 4.79%
Data as of 06/10/2026, Common starting date is 12/14/2001
More Performance Analytics Comparison
Name Start Date End Date
NBET (Neuberger Berman Energy Transition & Infrastructure ETF) 12/14/2001 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -0.45 27.38 20.22 11.48 16.80 16.24 4.79 23.68 5.86 30.30 7.48 2.67 20.87 5.64 12.72 16.11 35.45 10.00 2.04 68.97 -51.67 -54.20 -25.08 11.76 29.38 7.06 42.74 17.83 -5.26
Sharpe Ratio NA 1.74 0.95 0.55 0.55 NA NA 3.75 0.14 1.70 0.22 -0.01 0.77 0.28 0.66 0.36 0.57 0.09 0.02 0.46 -0.26 -0.48 -0.62 0.22 0.91 0.10 0.40 0.31 NA
Standard Deviation(%) NA 14.57 18.19 20.79 26.77 NA NA 16.03 21.44 15.68 17.68 35.12 26.49 19.14 19.19 43.37 63.86 111.27 84.78 153.61 194.78 115.42 46.09 34.77 31.94 60.19 103.16 54.17 0.00
Draw Down(%) NA 6.83 18.72 18.72 18.72 NA NA 6.83 17.36 9.42 18.72 17.69 7.12 9.60 14.00 10.99 12.06 27.33 22.45 41.67 54.17 66.09 27.63 10.89 7.35 19.71 22.30 10.53 5.26
Yield(%) 0.00 2.91 3.00 1.93 2.65 3.57 0.72 0.82 2.75 3.17 1.31 0.81 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NBET (Neuberger Berman Energy Transition & Infrastructure ETF) -45.06%
Dec 2006 – Dec 2009
-25.91%
Jan 2006 – Jan 2011
-6.15%
Jan 2006 – Jan 2016
2.76%
Sep 2002 – Sep 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NBET (Neuberger Berman Energy Transition & Infrastructure ETF) 39.76%
Jan 2020 – Jan 2023
30.73%
Nov 2019 – Nov 2024
24.44%
Jul 2013 – Jul 2023
8.03%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return