NBOSNeuberger Option Strategy ETF
Seeks long-term growth of capital and income generation.
By Neuberger Berman · Launched 2016
Annual Cost
0.57%
#3,107 of 6,040 · average
Fund Size
$532M
#1,611 of 6,040 · large
Return (1Y)
+15.5%
Track Record
10 years
#1,456 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,540+15.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 99.7% of fundconcentrated
United States Treasury
14.1%
United States Treasury
13.7%
United States Treasury
13.2%
United States Treasury
12.9%
United States Treasury
12.6%
United States Treasury
12.1%
United States Treasury
11.7%
United States Treasury
6.2%
State Street Global Advisors
3.0%
State Street SPDR S&P 500 ETF Trust
0.1%
Asset allocation
Bonds
81.5%
Cash
19.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.2%Low
Year-on-year price swings
Max drawdown
-12.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital and income generation.
- Strategy
- Primarily writes collateralized put options on U.S. indices, including the S&P 500 Index, to generate income through option premiums while investing in fixed income instruments to reduce volatility. Engages in active trading to achieve its investment goals.
- Inception date
- September 16, 2016
- Fund family
- Neuberger Berman
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Data updated on 2026-09-18