Neuberger Short Duration Income ETF (NBSD) Performance
NBSD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.3% since Dec 31, 2025
- 1 year
- +2.2% total return
- Since first price
- +11.8% since 2024
NBSD trailing returns vs AGG, TLT, SPY
| Period | NBSD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.2% | −0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.2% | −1.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.6% | −1.7% | −1.5% | −3.8% | +7.8% |
| YTD | +1.3% | −2.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.2% | −2.5% | −1.1% | −6.9% | +14.4% |
| Since inceptionJun 24, 2024 | +11.8% | −0.4% | — | — | — |
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: NBSD vs AGG
From Jun 24, 2024: NBSD grew to $11,180, AGG to $10,746.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NBSD returns by calendar year
1 of 1 full years positive. Best 2025 (+6.2%), worst 2025 (+6.2%). 2026 is year to date.
NBSD annual returns table
| Year | NBSD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.3% | −1.2% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.2% | −2.6% | +7.2% | +4.3% | +17.7% |
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.
NBSD risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +5.2% |
| Volatility (annualized) | 2.2% |
| Sharpe ratio | 0.45 |
| Sortino ratio | 0.68 |
| Best month | +1.9% |
| Worst month | −1.2% |
| Best 12 months | +7.8% |
| Worst 12 months | +2.1% |
| Positive months | 85% |
| 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.
NBSD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 17 | +2.1% | +4.8% | +7.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
NBSD performance overview
Neuberger Short Duration Income ETF (NBSD) returned +2.2% over the past year, with distributions reinvested. Since its first recorded price on Jun 24, 2024 it has returned +11.8%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: NBSD chart, NBSD dividends, NBSD bond profile. See the NBSD overview for the latest quote and fund facts.
NBSD performance FAQ
What is the NBSD return over the past year?
NBSD returned +2.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.5%.
How much would $10,000 invested in NBSD be worth?
$10,000 invested in NBSD at its first recorded close on June 24, 2024 would be worth about $11,180 on October 23, 2026 with distributions reinvested.
How volatile is NBSD?
Over the past history NBSD had an annualized volatility of 2.2% and a Sharpe ratio of 0.45 (excess return over 1–3 month T-bills per unit of risk).