NBXG vs GHLD

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Guild Holdings Company (GHLD, Company).

Both NBXG and GHLD are from the Financial Services sector.

5-Year PerformanceGHLD has outperformed NBXG, delivering a return of +9.1% compared to +5.4%

NBXG vs GHLD - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	GHLD(COMPANY)
Market Cap	$1.25B	$1.25B
Max Drawdown	57.18%	55.18%
Sharpe Ratio	0.79	1.47
5Y Beta	1.14	-0.13
Industry	Asset Management	Mortgage Finance
P/E Ratio	3.89	-31.26
Forward P/E	N/A	8.67
PEG Ratio	0.47	N/A
Debt to Equity	0.00%	128.79%
Free Cash Flow Yield	7.96%	2.00%

Market Cap

Winner

NBXG

$1.25B

GHLD

$1.25B

Max Drawdown

NBXG

57.18%

Winner

GHLD

55.18%

Sharpe Ratio

NBXG

0.79

Winner

GHLD

1.47

5Y Beta

NBXG

1.14

Winner

GHLD

-0.13

Industry

NBXG

Asset Management

GHLD

Mortgage Finance

P/E Ratio

NBXG

3.89

Winner

GHLD

-31.26

Forward P/E

NBXG

N/A

GHLD

8.67

PEG Ratio

NBXG

0.47

GHLD

N/A

Debt to Equity

Winner

NBXG

0.00%

GHLD

128.79%

Free Cash Flow Yield

Winner

NBXG

7.96%

GHLD

2.00%

NBXG vs GHLD - Historical Returns

Returns include dividend reinvestment.

Period	NBXG	GHLD
1 month	+0.41%	+0.00%
3 months	+19.22%	+0.00%
6 months	+13.71%	+0.00%
1 year	+20.10%	+2.33%
5 years(CAGR)	+5.35%	+9.10%
Max(CAGR)	+5.25%	+9.92%

Winner

NBXG

+0.41%

GHLD

+0.00%

Winner

NBXG

+19.22%

GHLD

+0.00%

Winner

NBXG

+13.71%

GHLD

+0.00%

Winner

NBXG

+20.10%

GHLD

+2.33%

5Y(CAGR)

NBXG

+5.35%

Winner

GHLD

+9.10%

Max(CAGR)

NBXG

+5.25%

Winner

GHLD

+9.92%

NBXG vs GHLD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	NBXG	GHLD
2026	+14.10%	+0.00%
2025	+23.15%	+53.09%
2024	+30.41%	+2.54%
2023	+32.77%	+36.73%
2022	-42.20%	-29.29%
2021	-10.70%	-7.66%
2020	N/A	+12.93%

NBXG vs GHLD Drawdown Comparison

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The maximum drawdown for GHLD was -49.12%, occurring on May 12, 2022. Recovery took 782 trading sessions.

The current NBXG drawdown is -8.33%.

Rank	NBXG	GHLD
#1	-51.73% Sep 2, 2021 - Jun 6, 2025	-49.12% Jan 5, 2021 - Feb 14, 2024
#2	-16.26% Nov 3, 2025 - May 1, 2026	-29.55% Aug 23, 2024 - Jun 18, 2025
#3	-9.32% Jun 18, 2026 - Jun 26, 2026	-14.40% Aug 12, 2024 - Aug 23, 2024
#4	-7.37% Jun 2, 2026 - Jun 18, 2026	-13.02% Jun 5, 2024 - Aug 8, 2024
#5	-4.84% Oct 6, 2025 - Nov 3, 2025	-10.42% Feb 14, 2024 - May 21, 2024
#6	-3.72% Jun 16, 2021 - Sep 2, 2021	-8.35% Nov 5, 2020 - Dec 7, 2020
#7	-3.56% May 14, 2026 - May 22, 2026	-8.22% May 30, 2024 - Jun 5, 2024
#8	-3.41% Jul 18, 2025 - Aug 18, 2025	-6.82% May 21, 2024 - May 30, 2024
#9	-2.42% Aug 18, 2025 - Aug 28, 2025	-6.61% Dec 17, 2020 - Dec 23, 2020
#10	-2.32% Jul 3, 2025 - Jul 16, 2025	-3.75% Dec 30, 2020 - Jan 5, 2021
#11	-2.14% Aug 28, 2025 - Sep 8, 2025	-2.47% Oct 22, 2020 - Nov 5, 2020
#12	-1.82% Sep 18, 2025 - Oct 1, 2025	-2.45% Dec 7, 2020 - Dec 17, 2020
#13	-1.20% May 1, 2026 - May 5, 2026	-0.75% Aug 26, 2025 - Nov 6, 2025
#14	-1.09% Jun 6, 2025 - Jun 18, 2025	-0.65% Nov 6, 2025 - Nov 26, 2025
#15	-0.74% Jun 2, 2021 - Jun 15, 2021	-0.45% Aug 12, 2025 - Aug 26, 2025