IRGJX vs. NEEGX
Compare and contrast key facts about Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Needham Growth Fund (NEEGX).
IRGJX is managed by Voya. It was launched on May 1, 2009. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Performance
IRGJX vs. NEEGX - Performance Comparison
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IRGJX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | -9.66% | 8.53% | 21.54% | 25.34% | -26.82% | 12.16% | 34.60% | 34.39% | -5.13% | 24.67% |
NEEGX Needham Growth Fund | 10.46% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
Returns By Period
In the year-to-date period, IRGJX achieves a -9.66% return, which is significantly lower than NEEGX's 10.46% return. Over the past 10 years, IRGJX has underperformed NEEGX with an annualized return of 10.77%, while NEEGX has yielded a comparatively higher 12.22% annualized return.
IRGJX
- 1D
- -1.09%
- 1M
- -9.54%
- YTD
- -9.66%
- 6M
- -13.08%
- 1Y
- 5.65%
- 3Y*
- 11.07%
- 5Y*
- 4.29%
- 10Y*
- 10.77%
NEEGX
- 1D
- -3.44%
- 1M
- -10.09%
- YTD
- 10.46%
- 6M
- 15.76%
- 1Y
- 43.28%
- 3Y*
- 16.99%
- 5Y*
- 6.62%
- 10Y*
- 12.22%
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IRGJX vs. NEEGX - Expense Ratio Comparison
IRGJX has a 0.40% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Return for Risk
IRGJX vs. NEEGX — Risk / Return Rank
IRGJX
NEEGX
IRGJX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Needham Growth Fund (NEEGX). 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.
| IRGJX | NEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.34 | -1.14 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.91 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.26 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 2.57 | -2.98 |
Martin ratioReturn relative to average drawdown | -1.27 | 8.49 | -9.77 |
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
| IRGJX | NEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.34 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.24 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.49 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.54 | +0.09 |
Correlation
The correlation between IRGJX and NEEGX is 0.86, 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
IRGJX vs. NEEGX - Dividend Comparison
IRGJX's dividend yield for the trailing twelve months is around 15.81%, more than NEEGX's 6.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | 15.81% | 14.29% | 0.35% | 0.42% | 12.03% | 3.55% | 5.50% | 10.03% | 13.76% | 0.83% | 0.96% | 0.91% |
NEEGX Needham Growth Fund | 6.85% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
Drawdowns
IRGJX vs. NEEGX - Drawdown Comparison
The maximum IRGJX drawdown since its inception was -38.65%, smaller than the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for IRGJX and NEEGX.
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Drawdown Indicators
| IRGJX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.65% | -53.60% | +14.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -15.15% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -38.65% | -43.35% | +4.70% |
Max Drawdown (10Y)Largest decline over 10 years | -38.65% | -43.35% | +4.70% |
Current DrawdownCurrent decline from peak | -14.85% | -11.71% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -10.95% | +4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.08% | 4.59% | +3.49% |
Volatility
IRGJX vs. NEEGX - Volatility Comparison
The current volatility for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) is 5.63%, while Needham Growth Fund (NEEGX) has a volatility of 10.19%. This indicates that IRGJX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGJX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 10.19% | -4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 20.43% | -7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 31.97% | -7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.09% | 27.98% | -4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.01% | 24.97% | -2.96% |