NEAGX vs. VTSAX

In the year-to-date period, NEAGX achieves a 18.53% return, which is significantly lower than VTSAX's 26.28% return. Over the past 10 years, NEAGX has underperformed VTSAX with an annualized return of 7.60%, while VTSAX has yielded a comparatively higher 12.73% annualized return.

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NEAGX has a 1.86% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 VTSAX Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of NEAGX and VTSAX, 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 VTSAX's dividend yield for the trailing twelve months is around 1.25%.

The maximum NEAGX drawdown since its inception was -53.03%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for NEAGX and VTSAX. For additional features, visit the drawdowns tool.

Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 7.99% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.18%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.