NBTR vs RSF
Comparison between NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF) and RiverNorth Capital and Income Fund (RSF, ETF).
NBTR vs RSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBTR
$55M
Winner
RSF
$55M
Expense Ratio
NBTR
0.38%
RSF
N/A
Max Drawdown
Winner
NBTR
4.20%
RSF
44.16%
Sharpe Ratio
NBTR
0.54
Winner
RSF
0.92
5Y Beta
Winner
NBTR
0.08
RSF
0.11
5Y Dividends CAGR
NBTR
N/A
RSF
-0.32%
NBTR vs RSF - Historical Returns
Returns include dividend reinvestment.
1M
NBTR
+0.49%
Winner
RSF
+1.26%
3M
NBTR
+0.81%
Winner
RSF
+4.30%
6M
NBTR
+1.47%
Winner
RSF
+5.24%
1Y
NBTR
+5.41%
Winner
RSF
+11.02%
5Y(CAGR)
NBTR
N/A
RSF
+5.73%
10Y(CAGR)
NBTR
N/A
RSF
+4.51%
Max(CAGR)
Winner
NBTR
+5.69%
RSF
+4.51%
NBTR vs RSF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NBTR | RSF |
|---|---|---|
| 2026 | +0.77% | +6.65% |
| 2025 | +8.03% | +5.86% |
| 2024 | -0.26% | +9.74% |
| 2023 | N/A | +4.29% |
| 2022 | N/A | -2.49% |
| 2021 | N/A | +29.16% |
| 2020 | N/A | +3.14% |
| 2019 | N/A | -12.06% |
| 2018 | N/A | -1.37% |
| 2017 | N/A | +5.33% |
| 2016 | N/A | +2.22% |
NBTR vs RSF Drawdown Comparison
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The maximum drawdown for RSF was -30.59%, occurring on Mar 18, 2020. Recovery took 665 trading sessions.
The current NBTR drawdown is -0.94%. The current RSF drawdown is -0.77%.
| Rank | NBTR | RSF |
|---|---|---|
| #1 | -2.58% Apr 3, 2025 - Jun 4, 2025 | -30.59% Aug 24, 2018 - Apr 19, 2021 |
| #2 | -2.54% Feb 27, 2026 - Mar 27, 2026 | -13.14% Aug 23, 2022 - Feb 1, 2024 |
| #3 | -1.33% Dec 18, 2024 - Jan 21, 2025 | -10.01% Mar 31, 2022 - Aug 16, 2022 |
| #4 | -1.05% Mar 3, 2025 - Apr 3, 2025 | -6.15% Mar 25, 2024 - Sep 18, 2024 |
| #5 | -1.05% Oct 27, 2025 - Dec 29, 2025 | -5.82% Jul 7, 2021 - Sep 15, 2021 |
| #6 | -0.95% Feb 5, 2025 - Feb 21, 2025 | -4.23% Apr 3, 2025 - Aug 29, 2025 |
| #7 | -0.90% Jul 2, 2025 - Jul 29, 2025 | -3.92% Mar 26, 2026 - Mar 30, 2026 |
| #8 | -0.66% Sep 15, 2025 - Oct 14, 2025 | -3.42% Sep 15, 2021 - Oct 6, 2021 |
| #9 | -0.64% Jun 4, 2025 - Jun 12, 2025 | -3.30% Jan 13, 2022 - Mar 31, 2022 |
| #10 | -0.60% Jan 14, 2026 - Feb 10, 2026 | -3.02% Nov 17, 2021 - Jan 5, 2022 |
| #11 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -2.94% Oct 30, 2025 - Dec 12, 2025 |
| #12 | -0.42% Jun 12, 2025 - Jun 23, 2025 | -2.76% Mar 16, 2026 - Mar 26, 2026 |
| #13 | -0.36% Aug 28, 2025 - Sep 4, 2025 | -2.65% Dec 17, 2024 - Feb 14, 2025 |
| #14 | -0.28% Dec 29, 2025 - Jan 7, 2026 | -1.88% Feb 18, 2025 - Apr 1, 2025 |
| #15 | -0.27% Jan 21, 2025 - Jan 27, 2025 | -1.81% Dec 12, 2025 - Jan 12, 2026 |
Correlation
Correlation between NBTR and RSF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2016 - 2026)
NBTR vs RSF dividend yield comparison.
| Year | NBTR | RSF |
|---|---|---|
| 2026 | 2.02% | 4.67% |
| 2025 | 5.76% | 11.30% |
| 2024 | 0.00% | 10.87% |
| 2023 | 0.00% | 10.85% |
| 2022 | 0.00% | 11.78% |
| 2021 | 0.00% | 9.52% |
| 2020 | 0.00% | 11.76% |
| 2019 | 0.00% | 6.92% |
| 2018 | 0.00% | 8.21% |
| 2017 | 0.00% | 9.22% |
| 2016 | 0.00% | 1.41% |
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