Neuberger Berman ETF (NBOS) Performance
NBOS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.4% since Dec 31, 2025
- 1 year
- +14.4% total return
- Since first price
- +38.8% since 2024
NBOS trailing returns vs SPY, QQQ, AGG
| Period | NBOS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.5% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.0% | +2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.7% | +3.4% | +7.8% | +8.4% | −1.5% |
| YTD | +11.4% | +4.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.4% | +5.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 29, 2024 | +38.8% | +11.8% | — | — | — |
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: NBOS vs SPY
From Jan 29, 2024: NBOS grew to $13,876, SPY to $15,976.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NBOS returns by calendar year
1 of 1 full years positive. Best 2025 (+12.2%), worst 2025 (+12.2%). 2026 is year to date.
NBOS annual returns table
| Year | NBOS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.4% | −4.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.2% | −12.7% | +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.
NBOS largest drawdowns
Now 0.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −12.7% | Apr 8, 2025 | Jul 17, 2025 | 48 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
NBOS risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +13.1% |
| Volatility (annualized) | 5.7% |
| Sharpe ratio | 1.45 |
| Sortino ratio | 2.46 |
| Best month | +3.9% |
| Worst month | −3.3% |
| Best 12 months | +20.0% |
| Worst 12 months | +6.6% |
| Positive months | 78% |
| 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.
NBOS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 22 | +6.6% | +12.3% | +20.0% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
NBOS performance overview
Neuberger Berman ETF (NBOS) returned +14.4% over the past year, with distributions reinvested. Since its first recorded price on Jan 29, 2024 it has returned +38.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −12.7%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 5.7% a year.
Related: NBOS chart, NBOS dividends. See the NBOS overview for the latest quote and fund facts.
NBOS performance FAQ
What is the NBOS return over the past year?
NBOS returned +14.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.2%.
How much would $10,000 invested in NBOS be worth?
$10,000 invested in NBOS at its first recorded close on January 29, 2024 would be worth about $13,876 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of NBOS?
The largest peak-to-trough decline was −12.7% between February 19, 2025 and April 8, 2025. It recovered to the old high on July 17, 2025, 3 months after the bottom.
How volatile is NBOS?
Over the past history NBOS had an annualized volatility of 5.7% and a Sharpe ratio of 1.45 (excess return over 1–3 month T-bills per unit of risk).