NEAIX vs. NEAGX
Compare and contrast key facts about Needham Aggressive Growth Fund Institutional Class (NEAIX) and Needham Aggressive Growth Fund (NEAGX).
NEAIX is an actively managed fund by Needham. It was launched on Dec 30, 2016. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
NEAIX vs. NEAGX - Performance Comparison
Loading graphics...
NEAIX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEAIX Needham Aggressive Growth Fund Institutional Class | 12.01% | 26.99% | 14.86% | 38.37% | -27.02% | 38.46% | 52.49% | 44.68% | -15.64% | 10.07% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 9.48% |
Returns By Period
The year-to-date returns for both stocks are quite close, with NEAIX having a 12.01% return and NEAGX slightly lower at 11.92%.
NEAIX
- 1D
- 4.32%
- 1M
- -7.73%
- YTD
- 12.01%
- 6M
- 14.41%
- 1Y
- 61.23%
- 3Y*
- 27.45%
- 5Y*
- 15.66%
- 10Y*
- —
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NEAIX vs. NEAGX - Expense Ratio Comparison
NEAIX has a 1.20% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
NEAIX vs. NEAGX — Risk / Return Rank
NEAIX
NEAGX
NEAIX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund Institutional Class (NEAIX) and Needham Aggressive Growth Fund (NEAGX). 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.
| NEAIX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 2.14 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.74 | 2.71 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 4.33 | 4.27 | +0.06 |
Martin ratioReturn relative to average drawdown | 15.43 | 15.19 | +0.24 |
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
| NEAIX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 2.14 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.62 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.59 | +0.15 |
Correlation
The correlation between NEAIX and NEAGX is 1.00, 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
NEAIX vs. NEAGX - Dividend Comparison
NEAIX's dividend yield for the trailing twelve months is around 1.80%, less than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAIX Needham Aggressive Growth Fund Institutional Class | 1.80% | 2.01% | 0.00% | 0.00% | 0.00% | 6.84% | 3.80% | 10.42% | 16.35% | 5.14% | 0.00% | 0.00% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
NEAIX vs. NEAGX - Drawdown Comparison
The maximum NEAIX drawdown since its inception was -35.93%, smaller than the maximum NEAGX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for NEAIX and NEAGX.
Loading graphics...
Drawdown Indicators
| NEAIX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.93% | -41.80% | +5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.01% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -36.31% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.31% | — |
Current DrawdownCurrent decline from peak | -7.73% | -7.75% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -8.72% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 3.93% | -0.01% |
Volatility
NEAIX vs. NEAGX - Volatility Comparison
Needham Aggressive Growth Fund Institutional Class (NEAIX) and Needham Aggressive Growth Fund (NEAGX) have volatilities of 11.64% and 11.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NEAIX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.64% | 11.64% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 19.83% | 19.84% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.92% | 28.93% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 24.33% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.46% | 23.90% | +0.56% |