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NBCMNeuberger Commodity Strategy ETF

Diversifier13y track recordRanked #43 of 266 in this goal

Seeks total return.

By Neuberger Berman · Launched 2012

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$400M

#1,781 of 5,861 · large

Return (1Y)Goal

+37.9%

Track Record

13 years

#1,009 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,882+38.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Commodity

What it actually holds

By weight

Concentration

Top 10 holdings = 36.2% of fundwell diversified

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
70.5%
Other
16.3%
Cash
13.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.1%Moderate

Year-on-year price swings

Max drawdown
-14.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.73Decent risk-adjusted returns
Sortino (3Y)
1.03Good 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

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Data updated on 2026-08-04