NEEGX vs. PKSFX

In the year-to-date period, NEEGX achieves a 11.82% return, which is significantly lower than PKSFX's 18.44% return. Over the past 10 years, NEEGX has underperformed PKSFX with an annualized return of 2.95%, while PKSFX has yielded a comparatively higher 9.04% annualized return.

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NEEGX has a 1.78% expense ratio, which is higher than PKSFX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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 0.49, which is lower than the PKSFX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of NEEGX and PKSFX, 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 has not paid dividends to shareholders, while PKSFX's dividend yield for the trailing twelve months is around 0.44%.

The maximum NEEGX drawdown since its inception was -60.83%, smaller than the maximum PKSFX drawdown of -66.37%. Use the drawdown chart below to compare losses from any high point for NEEGX and PKSFX. For additional features, visit the drawdowns tool.

Needham Growth Fund (NEEGX) has a higher volatility of 7.28% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 3.36%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.