DVSMX vs. NEAGX
Compare and contrast key facts about Driehaus Small Cap Growth Fund (DVSMX) and Needham Aggressive Growth Fund (NEAGX).
DVSMX is managed by Driehaus. It was launched on Aug 21, 2017. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
DVSMX vs. NEAGX - Performance Comparison
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DVSMX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | -0.49% | 16.66% | 27.44% | 18.93% | -34.12% | 18.41% | 63.95% | 40.29% | -8.71% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -18.53% |
Returns By Period
In the year-to-date period, DVSMX achieves a -0.49% return, which is significantly lower than NEAGX's 11.92% return.
DVSMX
- 1D
- 5.61%
- 1M
- -8.39%
- YTD
- -0.49%
- 6M
- 4.42%
- 1Y
- 39.62%
- 3Y*
- 19.17%
- 5Y*
- 4.23%
- 10Y*
- —
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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DVSMX vs. NEAGX - Expense Ratio Comparison
DVSMX has a 0.99% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
DVSMX vs. NEAGX — Risk / Return Rank
DVSMX
NEAGX
DVSMX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) and Needham Aggressive Growth Fund (NEAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DVSMX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 2.14 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.71 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 4.27 | -2.08 |
Martin ratioReturn relative to average drawdown | 7.87 | 15.19 | -7.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DVSMX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 2.14 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.62 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.59 | -0.10 |
Correlation
The correlation between DVSMX and NEAGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DVSMX vs. NEAGX - Dividend Comparison
DVSMX's dividend yield for the trailing twelve months is around 0.21%, less than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 0.21% | 0.21% | 1.08% | 0.38% | 2.15% | 17.58% | 6.55% | 6.34% | 2.87% | 0.00% | 0.00% | 0.00% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
DVSMX vs. NEAGX - Drawdown Comparison
The maximum DVSMX drawdown since its inception was -47.64%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for DVSMX and NEAGX.
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Drawdown Indicators
| DVSMX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.64% | -41.80% | -5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -15.39% | -14.01% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -47.64% | -36.31% | -11.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.31% | — |
Current DrawdownCurrent decline from peak | -10.64% | -7.75% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -17.55% | -8.72% | -8.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 3.93% | +0.36% |
Volatility
DVSMX vs. NEAGX - Volatility Comparison
Driehaus Small Cap Growth Fund (DVSMX) and Needham Aggressive Growth Fund (NEAGX) have volatilities of 11.91% and 11.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVSMX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.91% | 11.64% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 20.51% | 19.84% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.54% | 28.93% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.79% | 24.33% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.52% | 23.90% | +5.62% |