# Neuberger Genesis Tr (NBGEX)

> Source: Nexqual · https://nexqual.com/NBGEX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Neuberger Genesis Tr (NBGEX), nexqual.com/NBGEX" · informational, not investment advice.

**Price:** USD 59.47 (-0.47% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 59.75 · day 59.47–59.47 · 52w 52.5–64.11 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.1% vs S&P 500 +13.4%; 5Y +9.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.1% | +9.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.1% | +1.8% |
| Volatility (annualized) | 14.8% | 18.8% |
| Max drawdown | -10.8% (Feb 2026→Mar 2026) | -27.0% (Nov 2021→Jun 2022) |

## Peers
SSHFX (Sound Shore Fund - Investor Cla) USD 42.37 +0.00% · PTRAX (PIMCO Funds Total Return Fund A) USD 8.43 -0.00% · FDIVX (Fidelity Diversified Internatio) USD 52.21 +0.00% · LLPFX (Longleaf Partners Fund) USD 23.05 +0.00% · VBAIX (Vanguard Balanced Index Fd Inst) USD 54.05 +0.00%

## More
Full page: https://nexqual.com/NBGEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt