NEEGX vs. META

In the year-to-date period, NEEGX achieves a -17.49% return, which is significantly lower than META's 1.28% return. Over the past 10 years, NEEGX has underperformed META with an annualized return of 0.63%, while META has yielded a comparatively higher 22.68% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and Meta Platforms, Inc. (META). 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 NEEGX Sharpe Ratio is -0.87, which is lower than the META Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of NEEGX and META, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NEEGX's dividend yield for the trailing twelve months is around 4.75%, more than META's 0.34% yield.

The maximum NEEGX drawdown since its inception was -60.83%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for NEEGX and META. For additional features, visit the drawdowns tool.