NBXG vs HLF

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Herbalife Ltd (HLF, Company).

NBXG is from the Financial Services sector, while HLF is from the Consumer Defensive sector.

5-Year PerformanceNBXG has outperformed HLF, delivering a return of +5.3% compared to -27.1%

NBXG vs HLF - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	HLF(COMPANY)
Market Cap	$1.27B	$1.27B
Max Drawdown	57.18%	91.69%
Sharpe Ratio	1.20	0.89
5Y Beta	1.11	0.90
Industry	Asset Management	Packaged Foods
P/E Ratio	3.97	5.29
Forward P/E	N/A	4.26
PEG Ratio	0.48	0.61
5Y Dividends CAGR	N/A	30.26%
5Y EPS CAGR	N/A	-10.09%
Debt to Equity	0.00%	-450.99%
Free Cash Flow Yield	7.80%	29.41%
P/S Ratio	4.00	0.25
P/B Ratio	0.95	31.19

Market Cap

Winner

NBXG

$1.27B

HLF

$1.27B

Max Drawdown

Winner

NBXG

57.18%

HLF

91.69%

Sharpe Ratio

Winner

NBXG

1.20

HLF

0.89

5Y Beta

NBXG

1.11

Winner

HLF

0.90

Industry

NBXG

Asset Management

HLF

Packaged Foods

P/E Ratio

Winner

NBXG

3.97

HLF

5.29

Forward P/E

NBXG

N/A

HLF

4.26

PEG Ratio

Winner

NBXG

0.48

HLF

0.61

5Y Dividends CAGR

NBXG

N/A

HLF

30.26%

5Y EPS CAGR

NBXG

N/A

HLF

-10.09%

Debt to Equity

NBXG

0.00%

Winner

HLF

-450.99%

Free Cash Flow Yield

NBXG

7.80%

Winner

HLF

29.41%

P/S Ratio

NBXG

4.00

Winner

HLF

0.25

P/B Ratio

Winner

NBXG

0.95

HLF

31.19

NBXG vs HLF - Historical Returns

Returns include dividend reinvestment.

Period	NBXG	HLF
1 month	+6.25%	-29.77%
3 months	+22.50%	-29.42%
6 months	+11.53%	-6.39%
1 year	+28.34%	+53.49%
5 years(CAGR)	+5.26%	-27.10%
10 years(CAGR)	N/A	-9.40%
Max(CAGR)	+5.29%	+6.19%

Winner

NBXG

+6.25%

HLF

-29.77%

Winner

NBXG

+22.50%

HLF

-29.42%

Winner

NBXG

+11.53%

HLF

-6.39%

NBXG

+28.34%

Winner

HLF

+53.49%

5Y(CAGR)

Winner

NBXG

+5.26%

HLF

-27.10%

10Y(CAGR)

NBXG

N/A

HLF

-9.40%

Max(CAGR)

NBXG

+5.29%

Winner

HLF

+6.19%

NBXG vs HLF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	NBXG	HLF
2026	+13.78%	-10.92%
2025	+23.15%	+92.96%
2024	+30.41%	-56.45%
2023	+32.77%	+2.28%
2022	-42.20%	-64.55%
2021	-10.70%	-17.96%
2020	N/A	+1.80%
2019	N/A	-19.65%
2018	N/A	+70.57%
2017	N/A	+37.67%
2016	N/A	-12.36%
2015	N/A	+42.68%
2014	N/A	-52.56%
2013	N/A	+150.30%
2012	N/A	-35.72%
2011	N/A	+52.24%
2010	N/A	+68.34%
2009	N/A	+92.73%
2008	N/A	-43.44%
2007	N/A	+3.93%
2006	N/A	+21.07%
2005	N/A	+102.87%
2004	N/A	+10.39%

NBXG vs HLF Drawdown Comparison

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

The maximum drawdown for HLF was -91.69%, occurring on Feb 12, 2025. This drawdown has not yet recovered.

The current NBXG drawdown is -5.41%. The current HLF drawdown is -81.42%.

Rank	NBXG	HLF
#1	-51.73% Sep 2, 2021 - Jun 6, 2025	-91.69% Feb 4, 2019 - Feb 12, 2025
#2	-16.26% Nov 3, 2025 - May 1, 2026	-74.52% Apr 4, 2008 - Apr 1, 2010
#3	-5.41% Jun 2, 2026 - Jun 5, 2026	-63.53% Jan 10, 2014 - Jan 29, 2018
#4	-4.84% Oct 6, 2025 - Nov 3, 2025	-63.46% Apr 23, 2012 - Sep 16, 2013
#5	-3.72% Jun 16, 2021 - Sep 2, 2021	-29.12% May 16, 2006 - Nov 16, 2006
#6	-3.56% May 14, 2026 - May 22, 2026	-28.03% Nov 16, 2006 - Apr 26, 2007
#7	-3.41% Jul 18, 2025 - Aug 18, 2025	-20.05% Oct 1, 2007 - Mar 5, 2008
#8	-2.42% Aug 18, 2025 - Aug 28, 2025	-18.26% Aug 3, 2011 - Oct 28, 2011
#9	-2.32% Jul 3, 2025 - Jul 16, 2025	-18.19% Oct 31, 2011 - Feb 21, 2012
#10	-2.14% Aug 28, 2025 - Sep 8, 2025	-15.75% Sep 1, 2005 - Nov 4, 2005
#11	-1.82% Sep 18, 2025 - Oct 1, 2025	-15.74% Sep 19, 2013 - Dec 3, 2013
#12	-1.20% May 1, 2026 - May 5, 2026	-14.41% Jul 23, 2007 - Sep 20, 2007
#13	-1.09% Jun 6, 2025 - Jun 18, 2025	-14.32% Feb 7, 2006 - Apr 26, 2006
#14	-0.74% Jun 2, 2021 - Jun 15, 2021	-14.16% Aug 6, 2018 - Jan 18, 2019
#15	-0.74% May 26, 2026 - May 28, 2026	-13.77% May 7, 2018 - Aug 2, 2018

Correlation

Correlation between NBXG and HLF is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (2007 - 2026)

NBXG vs HLF dividend yield comparison.

Year	NBXG	HLF
2026	3.77%	0.00%
2025	8.73%	0.00%
2024	9.42%	0.00%
2023	10.98%	0.00%
2022	13.19%	0.00%
2021	3.47%	0.00%
2014	0.00%	0.80%
2013	0.00%	1.52%
2012	0.00%	3.64%
2011	0.00%	1.40%
2010	0.00%	1.32%
2009	0.00%	1.97%
2008	0.00%	3.69%
2007	0.00%	1.49%