NEAGX vs. OBMCX

In the year-to-date period, NEAGX achieves a 1.49% return, which is significantly higher than OBMCX's -7.12% return. Over the past 10 years, NEAGX has underperformed OBMCX with an annualized return of 13.14%, while OBMCX has yielded a comparatively higher 15.46% annualized return.

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NEAGX has a 1.86% expense ratio, which is higher than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and Oberweis Micro Cap Fund (OBMCX). 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 -0.11, which is lower than the OBMCX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of NEAGX and OBMCX, 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 OBMCX's dividend yield for the trailing twelve months is around 2.73%.

The maximum NEAGX drawdown since its inception was -41.80%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for NEAGX and OBMCX.

Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 7.19% compared to Oberweis Micro Cap Fund (OBMCX) at 5.80%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.