NEAGX vs. TRSSX
Compare and contrast key facts about Needham Aggressive Growth Fund (NEAGX) and T. Rowe Price Institutional Small Cap Stock Fund (TRSSX).
NEAGX is managed by Needham. It was launched on Sep 4, 2001. TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000.
Performance
NEAGX vs. TRSSX - Performance Comparison
Loading graphics...
NEAGX vs. TRSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 13.84% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 2.50% | 8.21% | 10.93% | 17.65% | -23.36% | 16.81% | 25.07% | 33.96% | -3.07% | 15.41% |
Returns By Period
In the year-to-date period, NEAGX achieves a 13.84% return, which is significantly higher than TRSSX's 2.50% return. Over the past 10 years, NEAGX has outperformed TRSSX with an annualized return of 18.24%, while TRSSX has yielded a comparatively lower 11.16% annualized return.
NEAGX
- 1D
- 1.72%
- 1M
- -2.99%
- YTD
- 13.84%
- 6M
- 16.05%
- 1Y
- 60.20%
- 3Y*
- 27.57%
- 5Y*
- 15.42%
- 10Y*
- 18.24%
TRSSX
- 1D
- 0.85%
- 1M
- -4.03%
- YTD
- 2.50%
- 6M
- 3.74%
- 1Y
- 16.05%
- 3Y*
- 11.86%
- 5Y*
- 3.29%
- 10Y*
- 11.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NEAGX vs. TRSSX - Expense Ratio Comparison
NEAGX has a 1.86% expense ratio, which is higher than TRSSX's 0.66% expense ratio.
Return for Risk
NEAGX vs. TRSSX — Risk / Return Rank
NEAGX
TRSSX
NEAGX vs. TRSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and T. Rowe Price Institutional Small Cap Stock Fund (TRSSX). 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.
| NEAGX | TRSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.84 | +1.36 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.34 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.17 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 4.60 | 0.99 | +3.61 |
Martin ratioReturn relative to average drawdown | 16.30 | 4.11 | +12.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NEAGX | TRSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.84 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.15 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.52 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.45 | +0.15 |
Correlation
The correlation between NEAGX and TRSSX is 0.85, 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
NEAGX vs. TRSSX - Dividend Comparison
NEAGX's dividend yield for the trailing twelve months is around 1.88%, less than TRSSX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 1.88% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 10.31% | 10.57% | 19.63% | 5.45% | 5.37% | 8.52% | 4.54% | 6.13% | 13.45% | 6.53% | 0.80% | 7.07% |
Drawdowns
NEAGX vs. TRSSX - Drawdown Comparison
The maximum NEAGX drawdown since its inception was -41.80%, smaller than the maximum TRSSX drawdown of -56.38%. Use the drawdown chart below to compare losses from any high point for NEAGX and TRSSX.
Loading graphics...
Drawdown Indicators
| NEAGX | TRSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -56.38% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -10.73% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.31% | -32.12% | -4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -37.85% | +1.54% |
Current DrawdownCurrent decline from peak | -6.16% | -7.27% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -9.05% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 3.75% | +0.20% |
Volatility
NEAGX vs. TRSSX - Volatility Comparison
Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 11.39% compared to T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) at 8.03%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than TRSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NEAGX | TRSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.39% | 8.03% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 19.90% | 13.59% | +6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 21.91% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 22.10% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 21.49% | +2.42% |