NEAGX vs. IMCG

In the year-to-date period, NEAGX achieves a 18.53% return, which is significantly lower than IMCG's 24.57% return. Over the past 10 years, NEAGX has underperformed IMCG with an annualized return of 7.60%, while IMCG has yielded a comparatively higher 12.41% annualized return.

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NEAGX has a 1.86% expense ratio, which is higher than IMCG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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 NEAGX Sharpe Ratio is 1.29, which is lower than the IMCG Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of NEAGX and IMCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NEAGX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.76%.

The maximum NEAGX drawdown since its inception was -53.03%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for NEAGX and IMCG. For additional features, visit the drawdowns tool.

Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 7.99% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 4.66%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.