NBCMNeuberger Commodity Strategy ETF
Seeks total return.
By Neuberger Berman · Launched 2012
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$510M
#1,651 of 6,040 · large
Return (1Y)
+46.1%
Track Record
14 years
#1,021 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$14,820+48.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
CommodityHoldings
By weightConcentration
Top 10 holdings = 36.2% of funddiversified
State Street Global Advisors
13.9%
United States Treasury
7.8%
N/A
2.7%
AT&T INC
1.8%
WELLS FARGO & COMPANY
1.7%
MORGAN STANLEY BANK NA
1.7%
BANK OF NY MELLON CORP
1.7%
US BANK NA CINCINNATI
1.6%
BANK OF AMERICA CORP
1.6%
ABBOTT LABORATORIES
1.5%
Asset allocation
Bonds
64.2%
Other
18.1%
Cash
17.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.5%Moderate
Year-on-year price swings
Max drawdown
-14.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.32Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return.
- Strategy
- Invests in commodity-linked derivative instruments and fixed income instruments to achieve total return. Uses quantitative models and fundamental analyses to manage a diversified portfolio of commodities, including long and short positions in the commodity markets.
- Inception date
- August 27, 2012
- Fund family
- Neuberger Berman
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18