ISGLX vs. NEAIX

Last updated Apr 1, 2026

Compare and contrast key facts about Columbia Integrated Small Cap Growth Fund (ISGLX) and Needham Aggressive Growth Fund Institutional Class (NEAIX).

ISGLX is managed by Columbia. It was launched on Jan 30, 2008. NEAIX is an actively managed fund by Needham. It was launched on Dec 30, 2016.

Performance

ISGLX vs. NEAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Integrated Small Cap Growth Fund (ISGLX) and Needham Aggressive Growth Fund Institutional Class (NEAIX). The values are adjusted to include any dividend payments, if applicable.

ISGLX vs. NEAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	20.26%	17.89%	-19.47%
NEAIX Needham Aggressive Growth Fund Institutional Class	7.37%	26.99%	14.86%	38.37%	-17.55%

Returns By Period

ISGLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NEAIX

• 1D: -3.89%
• 1M: -9.47%
• YTD: 7.37%
• 6M: 10.73%
• 1Y: 55.63%
• 3Y*: 25.66%
• 5Y*: 15.35%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ISGLX vs. NEAIX - Expense Ratio Comparison

ISGLX has a 0.98% expense ratio, which is lower than NEAIX's 1.20% expense ratio.

NEAIX

Needham Aggressive Growth Fund Institutional Class

ISGLX

Columbia Integrated Small Cap Growth Fund

Return for Risk

ISGLX vs. NEAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NEAIX

NEAIX Risk / Return Rank: 91
NEAIX Sharpe Ratio Rank: 90
NEAIX Sortino Ratio Rank: 89
NEAIX Omega Ratio Rank: 84
NEAIX Calmar Ratio Rank: 96
NEAIX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISGLX vs. NEAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Integrated Small Cap Growth Fund (ISGLX) and Needham Aggressive Growth Fund Institutional Class (NEAIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ISGLX	NEAIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.89	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.64	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.72	—

Correlation

The correlation between ISGLX and NEAIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ISGLX vs. NEAIX - Dividend Comparison

ISGLX has not paid dividends to shareholders, while NEAIX's dividend yield for the trailing twelve months is around 1.88%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ISGLX Columbia Integrated Small Cap Growth Fund	0.00%	0.00%	0.00%	0.00%	5.09%	0.00%	0.00%	0.00%	0.00%	0.00%
NEAIX Needham Aggressive Growth Fund Institutional Class	1.88%	2.01%	0.00%	0.00%	0.00%	6.84%	3.80%	10.42%	16.35%	5.14%

Drawdowns

Drawdown Indicators

	ISGLX	NEAIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.93%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.98%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.93%	—
Current Drawdown Current decline from peak	—	-11.55%	—
Average Drawdown Average peak-to-trough decline	—	-8.73%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.89%	—

Volatility

Volatility by Period

	ISGLX	NEAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	10.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	19.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	28.68%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	24.28%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	24.42%	—