Neuberger Core Equity ETF (NBCR) Performance
NBCR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.9% since Dec 31, 2025
- 1 year
- +9.9% total return
- Since first price
- +36.8% since 2024
NBCR trailing returns vs SPY, QQQ, AGG
| Period | NBCR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.6% | +5.6% | +7.8% | +8.4% | −1.5% |
| YTD | +7.9% | +7.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.9% | +9.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionAug 1, 2024 | +36.8% | +35.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: NBCR vs SPY
From Aug 1, 2024: NBCR grew to $13,677, SPY to $14,362.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NBCR returns by calendar year
1 of 1 full years positive. Best 2025 (+18.7%), worst 2025 (+18.7%). 2026 is year to date.
NBCR annual returns table
| Year | NBCR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.9% | −10.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.7% | −18.2% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
NBCR largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −18.2% | Apr 8, 2025 | Jun 24, 2025 | 48 days | 4 months |
| Jan 12, 2026 | −10.4% | Mar 30, 2026 | Apr 17, 2026 | 3 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
NBCR risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +14.2% |
| Volatility (annualized) | 12.4% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.47 |
| Best month | +10.0% |
| Worst month | −5.7% |
| Best 12 months | +27.5% |
| Worst 12 months | +10.3% |
| Positive months | 60% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
NBCR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 15 | +8.0% | +15.6% | +27.5% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
NBCR performance overview
Neuberger Core Equity ETF (NBCR) returned +9.9% over the past year, with distributions reinvested. Since its first recorded price on Aug 1, 2024 it has returned +36.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.2%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 12.4% a year.
Related: NBCR chart, NBCR holdings, NBCR dividends, NBCR valuation. See the NBCR overview for the latest quote and fund facts.
NBCR performance FAQ
What is the NBCR return over the past year?
NBCR returned +9.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.4%.
How much would $10,000 invested in NBCR be worth?
$10,000 invested in NBCR at its first recorded close on August 1, 2024 would be worth about $13,677 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of NBCR?
The largest peak-to-trough decline was −18.2% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 24, 2025, 3 months after the bottom.
How volatile is NBCR?
Over the past history NBCR had an annualized volatility of 12.4% and a Sharpe ratio of 0.81 (excess return over 1–3 month T-bills per unit of risk).