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NBXG vs SBH

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Sally Beauty Holdings Inc (SBH, Company).

NBXG is from the Financial Services sector, while SBH is from the Consumer Cyclical sector.

5-Year PerformanceNBXG has outperformed SBH, delivering a return of +5.3% compared to -9.6%

NBXG vs SBH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NBXG
$1.27B
SBH
$1.27B
Max Drawdown
Winner
NBXG
57.18%
SBH
80.53%
Sharpe Ratio
Winner
NBXG
1.20
SBH
0.75
5Y Beta
NBXG
1.11
Winner
SBH
0.96
Industry
NBXG
Asset Management
SBH
Specialty Retail
P/E Ratio
Winner
NBXG
3.97
SBH
7.04
Forward P/E
NBXG
N/A
SBH
5.35
PEG Ratio
Winner
NBXG
0.48
SBH
2.31
5Y EPS CAGR
NBXG
N/A
SBH
-0.16%
Debt to Equity
Winner
NBXG
0.00%
SBH
99.66%
Free Cash Flow Yield
NBXG
7.80%
Winner
SBH
17.99%
P/S Ratio
NBXG
4.00
Winner
SBH
0.34
P/B Ratio
Winner
NBXG
0.95
SBH
1.51

NBXG vs SBH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NBXG
+6.25%
SBH
-12.08%
3M
Winner
NBXG
+22.50%
SBH
-20.79%
6M
Winner
NBXG
+11.53%
SBH
-22.71%
1Y
NBXG
+28.34%
Winner
SBH
+37.90%
5Y(CAGR)
Winner
NBXG
+5.26%
SBH
-9.62%
10Y(CAGR)
NBXG
N/A
SBH
-8.87%
Max(CAGR)
Winner
NBXG
+5.29%
SBH
+2.22%

NBXG vs SBH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearNBXGSBH
2026+13.78%-16.63%
2025+23.15%+33.52%
2024+30.41%-21.37%
2023+32.77%+3.67%
2022-42.20%-33.62%
2021-10.70%+42.99%
2020N/A-27.64%
2019N/A+5.55%
2018N/A-10.64%
2017N/A-28.48%
2016N/A-5.13%
2015N/A-8.53%
2014N/A+0.56%
2013N/A+22.24%
2012N/A+12.78%
2011N/A+41.62%
2010N/A+83.69%
2009N/A+36.36%
2008N/A-36.71%
2007N/A+16.62%
2006N/A-0.76%

NBXG vs SBH Drawdown Comparison

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

The maximum drawdown for SBH was -80.53%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current NBXG drawdown is -5.41%. The current SBH drawdown is -65.37%.

RankNBXGSBH
#1-51.73%
Sep 2, 2021 - Jun 6, 2025
-80.53%
Mar 23, 2015 - Apr 3, 2020
#2-16.26%
Nov 3, 2025 - May 1, 2026
-74.79%
Dec 18, 2007 - Sep 20, 2010
#3-5.41%
Jun 2, 2026 - Jun 5, 2026
-24.95%
Dec 12, 2006 - Dec 7, 2007
#4-4.84%
Oct 6, 2025 - Nov 3, 2025
-23.47%
Jun 27, 2013 - Nov 28, 2014
#5-3.72%
Jun 16, 2021 - Sep 2, 2021
-19.22%
Jul 7, 2011 - Oct 21, 2011
#6-3.56%
May 14, 2026 - May 22, 2026
-18.92%
Aug 28, 2012 - Mar 4, 2013
#7-3.41%
Jul 18, 2025 - Aug 18, 2025
-15.35%
Jan 3, 2011 - May 5, 2011
#8-2.42%
Aug 18, 2025 - Aug 28, 2025
-9.96%
Jun 19, 2012 - Aug 28, 2012
#9-2.32%
Jul 3, 2025 - Jul 16, 2025
-8.59%
Nov 28, 2014 - Feb 5, 2015
#10-2.14%
Aug 28, 2025 - Sep 8, 2025
-7.41%
Dec 21, 2011 - Feb 2, 2012
#11-1.82%
Sep 18, 2025 - Oct 1, 2025
-7.22%
May 31, 2011 - Jun 20, 2011
#12-1.20%
May 1, 2026 - May 5, 2026
-6.73%
Dec 7, 2007 - Dec 18, 2007
#13-1.09%
Jun 6, 2025 - Jun 18, 2025
-6.65%
Nov 16, 2011 - Dec 9, 2011
#14-0.74%
Jun 2, 2021 - Jun 15, 2021
-6.27%
Oct 26, 2010 - Nov 4, 2010
#15-0.74%
May 26, 2026 - May 28, 2026
-6.17%
May 4, 2012 - Jun 18, 2012

Correlation

Correlation between NBXG and SBH is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

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