Neuberger BermanEquity HedgedNBOS · NYSE Arca

Neuberger Option Strategy ETF (NBOS)

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Price: $28.45; —11 Sept 2026
Assets: $532.2M; Total net assets
Expense ratio: 0.57%; Category 1.18%
Yield: 7.80%; Trailing distributions

1Y return: 15.7%+3.6%; Category 12.1%
3Y CAGR: —; Category 14.6%
5Y CAGR: —; Category 7.8%

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Neuberger Option Strategy ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+0.4%	+4.0%	+9.8%	+10.2%	+15.7%	—	—	—	+12.9%
Equity Hedged average	-1.0%	0.8%	10.4%	9.1%	12.1%	14.6%	7.8%	8.9%	11.2%
Difference	+1.4%	+3.3%	-0.5%	+1.2%	+3.6%	—	—	—	+1.6%

Holdings

Allocation as last published by the fund.

Sector allocation

Share of the equity the fund holds.

Technology37.9%
Financial services12.3%
Communication services9.6%
Health care9.2%
Consumer discretionary9.1%
Industrials8.2%
Consumer staples4.7%
Energy3.4%
Utilities2.2%
Real estate1.9%
Materials1.7%

Asset mix

Bonds81.5%
Cash19.3%

Credit quality

Share of the bonds by rating.

US government81.5%

ETF details

Issuer: Neuberger Berman
Category: Equity · Equity Hedged
Ticker: NBOS
Exchange: NYSE Arca
Inception: 16 Sept 2016 (10.0 years)
Structure: Exchange Traded Fund
Expense ratio: 0.57% (category 1.18%)
Holdings turnover: 112% (category 104%)
Distribution yield: 7.80%
Beta, 3 years: 0.42
Total net assets: $532.2M
Average duration: 4.06 years
Average maturity: 9.97 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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