NBXG (Neuberger Berman Next Generation Connectivity Fund) 3-Year RORE % : 36.83% (As of Apr. 2026)

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NBXG Neuberger Berman Next Generation Connectivity Fund Inc. NBXG
59 GF Score
Price $15.55
GF Value $18.16
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Neuberger Berman Next Generation Connectivity Fund 3-Year RORE %?

Neuberger Berman Next Generation Connectivity Fund NBXG 59 3-Year RORE % is 36.83 as of Apr. 2026. GuruFocus rates NBXG with a GF Score™ of 59/100 and a GF Value™ of $18.16 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 1,519 Asset Management companies, Neuberger Berman Next Generation Connectivity Fund ranks better than 62.15% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % for the quarter that ended in Apr. 2026 was 36.83%.

The industry rank for Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % or its related term are showing as below:

NBXG's 3-Year RORE % is ranked better than
62.15% of 1519 companies
in the Asset Management industry
Industry Median: 14.72 vs NBXG: 36.83

Neuberger Berman Next Generation Connectivity Fund  (NYSE:NBXG) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Neuberger Berman Next Generation Connectivity Fund 3-Year RORE % Related Terms


Neuberger Berman Next Generation Connectivity Fund 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Neuberger Berman Next Generation Connectivity Fund 3-Year RORE % Chart

Neuberger Berman Next Generation Connectivity Fund Annual Data
Trend Oct21 Oct22 Oct23 Oct24 Oct25
3-Year RORE %
0.00 0.00 0.00 -186.30 46.70

Neuberger Berman Next Generation Connectivity Fund Semi-Annual Data
Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only -121.34 -186.30 -1,259.57 46.70 36.83

NBXG vs ASA, DSL, JFR: 3-Year RORE % Comparison

For the Asset Management subindustry, Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Neuberger Berman Next Generation Connectivity Fund 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % falls into.


NBXG
59GF Score
Neuberger Berman Next Generation Connectivity Fund Inc. NBXG
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Neuberger Berman Next Generation Connectivity Fund 3-Year RORE % Calculation

Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % for the quarter that ended in Apr. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 4.423-2.63 )/( 8.628-3.76 )
=1.793/4.868
=36.83 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Apr. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 36.83 mean?
Neuberger Berman Next Generation Connectivity Fund (NBXG) has a 3-Year RORE % of 36.83 as of Apr. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Neuberger Berman Next Generation Connectivity Fund and its competitors. According to the industry distribution chart, Neuberger Berman Next Generation Connectivity Fund ranks #575 out of 1519 companies in the Asset Management industry, placing it in the top 37.9%.
Is Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % too high?
Neuberger Berman Next Generation Connectivity Fund's current 3-Year RORE % is 36.83. The Asset Management industry median 3-Year RORE % is 14.72. Neuberger Berman Next Generation Connectivity Fund's value of 36.83 is 150.2% above this industry median. Based on the distribution chart, Neuberger Berman Next Generation Connectivity Fund ranks #575 out of 1519 companies in the Asset Management industry, which is above the industry midpoint. Overall, Neuberger Berman Next Generation Connectivity Fund has a GF Score™ of 59/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Neuberger Berman Next Generation Connectivity Fund's 3-Year RORE % compare to ASA and DSL?
According to the Asset Management industry distribution chart, Neuberger Berman Next Generation Connectivity Fund ranks #575 out of 1519 companies for 3-Year RORE %. This puts Neuberger Berman Next Generation Connectivity Fund in the upper half of its industry. The industry median 3-Year RORE % is 14.72. Neuberger Berman Next Generation Connectivity Fund's value of 36.83 is 150.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 14.72, based on 1,519 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Neuberger Berman Next Generation Connectivity Fund's current 3-Year RORE % of 36.83 is 150.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Neuberger Berman Next Generation Connectivity Fund and its competitors. For the Asset Management industry, the median 3-Year RORE % is 14.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Neuberger Berman Next Generation Connectivity Fund's current 3-Year RORE % is 36.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Neuberger Berman Next Generation Connectivity Fund stock overvalued right now?
Based on GuruFocus' analysis, Neuberger Berman Next Generation Connectivity Fund (NBXG) is currently considered Modestly Undervalued. The stock's GF Value™ is $18.16, compared to a current price of $15.55 — trading 14.4% below its estimated fair value. The current 3-Year RORE % is 36.83 and 150.2% above the Asset Management industry median of 14.72. Neuberger Berman Next Generation Connectivity Fund's overall GF Score™ is 59/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Neuberger Berman Next Generation Connectivity Fund (NBXG), the current 3-Year RORE % is 36.83 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Neuberger Berman Next Generation Connectivity Fund (NBXG) Overvalued in 2026?

Based on GuruFocus' analysis, Neuberger Berman Next Generation Connectivity Fund stock appears to be undervalued. The current stock price of $15.55 is trading 14.4% below its estimated GF Value™ of $18.16. GuruFocus considers Neuberger Berman Next Generation Connectivity Fund to be Modestly Undervalued.

Key valuation signals for NBXG:

  • 3-Year RORE %: 36.83
  • GF Value™: $18.16 vs. price of $15.55 (14.4% below fair value)
  • GF Score™: 59/100 with 1 warning sign
  • Industry Position: 150.2% above the Asset Management median (#575 of 1519)

No single metric tells the full story. See the NBXG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Neuberger Berman Next Generation Connectivity Fund Business Description

Address c/o Neuberger Berman Investment Advisers LLC, 1290 Avenue of the Americas, New York, NY, USA, 10104-0002
Neuberger Berman Next Generation Connectivity Fund Inc. is a non-diversified, closed-end management investment company. The fund's investment objectives are to provide capital appreciation and income. Under normal market conditions, the Fund will invest at least 80% of its total assets in equity securities issued by U.S. and non-U.S. companies, in any market capitalization range, that is relevant to the theme of investing in NextGen Companies.
59GF Score

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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$15.55
Price
$18.16
GF Value