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NBXG vs UFCS

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and United Fire Group Inc (UFCS, Company).

Both NBXG and UFCS are from the Financial Services sector.

5-Year PerformanceUFCS has outperformed NBXG, delivering a return of +13.3% compared to +5.6%

NBXG vs UFCS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NBXG
$1.23B
UFCS
$1.22B
Max Drawdown
Winner
NBXG
57.18%
UFCS
71.27%
Sharpe Ratio
NBXG
1.26
Winner
UFCS
1.77
5Y Beta
NBXG
1.11
Winner
UFCS
0.63
Industry
NBXG
Asset Management
UFCS
Insurance - Property & Casualty
P/E Ratio
Winner
NBXG
3.83
UFCS
9.34
Forward P/E
NBXG
N/A
UFCS
14.10
PEG Ratio
NBXG
0.46
Winner
UFCS
0.10
Dividend Yield
NBXG
N/A
UFCS
1.42%
5Y Dividends CAGR
NBXG
N/A
UFCS
2.44%
Debt to Equity
Winner
NBXG
0.00%
UFCS
15.39%
Free Cash Flow Yield
NBXG
8.09%
Winner
UFCS
23.74%
P/S Ratio
NBXG
3.77
Winner
UFCS
0.86
P/B Ratio
Winner
NBXG
0.90
UFCS
1.29

NBXG vs UFCS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NBXG
+6.22%
UFCS
+0.46%
3M
NBXG
+27.54%
Winner
UFCS
+32.25%
6M
NBXG
+17.90%
Winner
UFCS
+33.06%
1Y
NBXG
+29.85%
Winner
UFCS
+73.67%
5Y(CAGR)
NBXG
+5.60%
Winner
UFCS
+13.32%
10Y(CAGR)
NBXG
N/A
UFCS
+4.73%
Max(CAGR)
NBXG
+5.62%
Winner
UFCS
+8.76%

NBXG vs UFCS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNBXGUFCS
2026+15.71%+37.47%
2025+23.15%+30.35%
2024+30.41%+43.18%
2023+32.77%-24.90%
2022-42.20%+17.86%
2021-10.70%-4.67%
2020N/A-40.50%
2019N/A-17.93%
2018N/A+31.80%
2017N/A-5.19%
2016N/A+35.86%
2015N/A+35.70%
2014N/A+10.16%
2013N/A+28.91%
2012N/A+9.49%
2011N/A-10.08%
2010N/A+24.39%
2009N/A-38.06%
2008N/A+7.65%
2007N/A-16.01%
2006N/A-10.69%
2005N/A+20.83%
2004N/A+69.60%
2003N/A+21.43%
2002N/A+20.64%
2001N/A+48.98%
2000N/A-6.96%
1999N/A+7.37%

NBXG vs UFCS Drawdown Comparison

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

The maximum drawdown for UFCS was -69.89%, occurring on Nov 20, 2008. Recovery took 2502 trading sessions.

The current NBXG drawdown is -3.80%. The current UFCS drawdown is -1.11%.

RankNBXGUFCS
#1-51.73%
Sep 2, 2021 - Jun 6, 2025
-69.89%
Nov 11, 2005 - Oct 22, 2015
#2-16.26%
Nov 3, 2025 - May 1, 2026
-64.48%
Aug 1, 2018 - May 8, 2026
#3-7.37%
Jun 2, 2026 - Jun 10, 2026
-31.31%
Jan 7, 2000 - Jan 25, 2001
#4-4.84%
Oct 6, 2025 - Nov 3, 2025
-28.56%
Jun 5, 2001 - Mar 7, 2002
#5-3.72%
Jun 16, 2021 - Sep 2, 2021
-25.32%
Nov 15, 2002 - Aug 19, 2003
#6-3.56%
May 14, 2026 - May 22, 2026
-20.40%
Dec 12, 2016 - Mar 20, 2018
#7-3.41%
Jul 18, 2025 - Aug 18, 2025
-16.81%
Nov 9, 2004 - May 3, 2005
#8-2.42%
Aug 18, 2025 - Aug 28, 2025
-15.99%
Aug 5, 2004 - Nov 2, 2004
#9-2.32%
Jul 3, 2025 - Jul 16, 2025
-15.53%
Nov 26, 1999 - Jan 7, 2000
#10-2.14%
Aug 28, 2025 - Sep 8, 2025
-15.46%
May 3, 2016 - Nov 17, 2016
#11-1.82%
Sep 18, 2025 - Oct 1, 2025
-15.01%
Jun 24, 2002 - Nov 14, 2002
#12-1.20%
May 1, 2026 - May 5, 2026
-14.96%
Jan 25, 2001 - Apr 20, 2001
#13-1.09%
Jun 6, 2025 - Jun 18, 2025
-14.93%
Jul 25, 2005 - Nov 10, 2005
#14-0.74%
Jun 2, 2021 - Jun 15, 2021
-12.24%
May 18, 2026 - Jun 3, 2026
#15-0.74%
May 26, 2026 - May 28, 2026
-11.06%
Sep 3, 2003 - Nov 6, 2003

Correlation

Correlation between NBXG and UFCS is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

NBXG vs UFCS dividend yield comparison.

YearNBXGUFCS
20263.71%0.83%
20258.73%1.76%
20249.42%2.25%
202310.98%3.18%
202213.19%2.30%
20213.47%2.59%
20200.00%4.54%
20190.00%2.97%
20180.00%7.59%
20170.00%2.39%
20160.00%1.97%
20150.00%2.24%
20140.00%2.62%
20130.00%2.41%
20120.00%2.75%
20110.00%2.97%
20100.00%2.69%
20090.00%3.29%
20080.00%1.93%
20070.00%1.91%
20060.00%1.40%
20050.00%1.19%
20040.00%1.25%
20030.00%1.89%
20020.00%2.18%
20010.00%2.51%
20000.00%3.59%
19990.00%0.75%

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