NEEGX vs. NEAGX

In the year-to-date period, NEEGX achieves a -14.36% return, which is significantly lower than NEAGX's 0.84% return. Over the past 10 years, NEEGX has underperformed NEAGX with an annualized return of 7.49%, while NEAGX has yielded a comparatively higher 13.06% annualized return.

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NEEGX has a 1.78% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) 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.

The current NEEGX Sharpe Ratio is -0.73, which is lower than the NEAGX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of NEEGX and NEAGX, 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 4.57%, while NEAGX has not paid dividends to shareholders.

The maximum NEEGX drawdown since its inception was -53.60%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for NEEGX and NEAGX.

Needham Growth Fund (NEEGX) has a higher volatility of 8.10% compared to Needham Aggressive Growth Fund (NEAGX) at 6.89%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.