FTXNX vs. NEAGX

In the year-to-date period, FTXNX achieves a -10.72% return, which is significantly lower than NEAGX's -0.30% return.

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FTXNX has a 1.44% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) 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.

The current FTXNX Sharpe Ratio is -0.03, which is higher than the NEAGX Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of FTXNX and NEAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FTXNX nor NEAGX has paid dividends to shareholders.

The maximum FTXNX drawdown since its inception was -45.22%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for FTXNX and NEAGX.

Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a higher volatility of 7.02% compared to Needham Aggressive Growth Fund (NEAGX) at 6.68%. This indicates that FTXNX's price experiences larger fluctuations and is considered to be riskier than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.