NEAGX vs. TSCGX
Compare and contrast key facts about Needham Aggressive Growth Fund (NEAGX) and Thrivent Small Cap Growth Fund (TSCGX).
NEAGX is managed by Needham. It was launched on Sep 4, 2001. TSCGX is managed by Thrivent. It was launched on Feb 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEAGX or TSCGX.
Key characteristics
| NEAGX | TSCGX | |
|---|---|---|
| YTD Return | 17.00% | 17.16% |
| 1Y Return | 34.33% | 38.59% |
| 3Y Return (Ann) | 2.84% | -3.66% |
| 5Y Return (Ann) | 18.61% | 11.44% |
| Sharpe Ratio | 1.49 | 1.92 |
| Sortino Ratio | 2.16 | 2.72 |
| Omega Ratio | 1.26 | 1.33 |
| Calmar Ratio | 1.75 | 1.04 |
| Martin Ratio | 5.73 | 10.05 |
| Ulcer Index | 5.86% | 3.66% |
| Daily Std Dev | 22.50% | 19.19% |
| Max Drawdown | -53.03% | -40.25% |
| Current Drawdown | -5.68% | -10.63% |
Correlation
The correlation between NEAGX and TSCGX 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.
Performance
NEAGX vs. TSCGX - Performance Comparison
The year-to-date returns for both investments are quite close, with NEAGX having a 17.00% return and TSCGX slightly higher at 17.16%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NEAGX vs. TSCGX - Expense Ratio Comparison
NEAGX has a 1.86% expense ratio, which is higher than TSCGX's 1.21% expense ratio.
Risk-Adjusted Performance
NEAGX vs. TSCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and Thrivent Small Cap Growth Fund (TSCGX). 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.
Dividends
NEAGX vs. TSCGX - Dividend Comparison
Neither NEAGX nor TSCGX has paid dividends to shareholders.
Drawdowns
NEAGX vs. TSCGX - Drawdown Comparison
The maximum NEAGX drawdown since its inception was -53.03%, which is greater than TSCGX's maximum drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for NEAGX and TSCGX. For additional features, visit the drawdowns tool.
Volatility
NEAGX vs. TSCGX - Volatility Comparison
Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 7.07% compared to Thrivent Small Cap Growth Fund (TSCGX) at 6.66%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than TSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.