Needham Aggressive Growth Fund (NEAGX)

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The chart shows the growth of an initial investment of $10,000 in Needham Aggressive Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Needham Aggressive Growth Fund (NEAGX) has returned 7.27% so far this year and 54.95% over the past 12 months. Looking at the last ten years, NEAGX has achieved an annualized return of 17.54%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 31, 2001, NEAGX's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, your investment would double in approximately 5.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Sep 2010 with a return of +18.7%, while the worst month was Mar 2020 at -13.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, NEAGX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -13.6%.

Needham Aggressive Growth Fund has an annualized alpha of 5.95%, beta of 0.90, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since September 04, 2001.

• This fund captured 117.79% of S&P 500 Index gains but only 94.98% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 5.95% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.90 and R² of 0.67, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

NEAGX has a high expense ratio of 1.86%, indicating above-average management fees.

NEAGX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and compare them to a chosen benchmark (S&P 500 Index).

Needham Aggressive Growth Fund provided a 1.99% dividend yield over the last twelve months, with an annual payout of $1.22 per share.

The table displays the monthly dividend distributions for Needham Aggressive Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Needham Aggressive Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Needham Aggressive Growth Fund was 41.80%, occurring on Mar 9, 2009. Recovery took 261 trading sessions.

The current Needham Aggressive Growth Fund drawdown is 11.58%.

The chart below shows the rolling one-month volatility.