NEEGX vs. BARIX
Compare and contrast key facts about Needham Growth Fund (NEEGX) and Baron Asset Fund Institutional Class (BARIX).
NEEGX is managed by Needham. It was launched on Jan 2, 1996. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
NEEGX vs. BARIX - Performance Comparison
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NEEGX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
BARIX Baron Asset Fund Institutional Class | -7.81% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
In the year-to-date period, NEEGX achieves a 15.68% return, which is significantly higher than BARIX's -7.81% return. Over the past 10 years, NEEGX has outperformed BARIX with an annualized return of 12.74%, while BARIX has yielded a comparatively lower 10.61% annualized return.
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
BARIX
- 1D
- 1.64%
- 1M
- -5.83%
- YTD
- -7.81%
- 6M
- -0.24%
- 1Y
- 2.78%
- 3Y*
- 7.12%
- 5Y*
- 1.68%
- 10Y*
- 10.61%
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NEEGX vs. BARIX - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than BARIX's 1.03% expense ratio.
Return for Risk
NEEGX vs. BARIX — Risk / Return Rank
NEEGX
BARIX
NEEGX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and Baron Asset Fund Institutional Class (BARIX). 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.
| NEEGX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.14 | +1.42 |
Sortino ratioReturn per unit of downside risk | 2.16 | 0.37 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.05 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 0.39 | +2.86 |
Martin ratioReturn relative to average drawdown | 10.67 | 0.98 | +9.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEEGX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.14 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.09 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.54 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.64 | -0.10 |
Correlation
The correlation between NEEGX and BARIX is 0.82, 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
NEEGX vs. BARIX - Dividend Comparison
NEEGX's dividend yield for the trailing twelve months is around 6.54%, less than BARIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
BARIX Baron Asset Fund Institutional Class | 11.48% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
NEEGX vs. BARIX - Drawdown Comparison
The maximum NEEGX drawdown since its inception was -53.60%, which is greater than BARIX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for NEEGX and BARIX.
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Drawdown Indicators
| NEEGX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.60% | -37.44% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -11.12% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -37.44% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -37.44% | -5.91% |
Current DrawdownCurrent decline from peak | -7.54% | -9.21% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -6.74% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.41% | +0.20% |
Volatility
NEEGX vs. BARIX - Volatility Comparison
Needham Growth Fund (NEEGX) has a higher volatility of 11.31% compared to Baron Asset Fund Institutional Class (BARIX) at 3.91%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEEGX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 3.91% | +7.40% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 11.83% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 19.02% | +13.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 19.65% | +8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.01% | 19.84% | +5.17% |