NEEGX vs. SMH

In the year-to-date period, NEEGX achieves a 9.90% return, which is significantly lower than SMH's 38.70% return. Over the past 10 years, NEEGX has underperformed SMH with an annualized return of 2.38%, while SMH has yielded a comparatively higher 28.01% annualized return.

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NEEGX has a 1.78% expense ratio, which is higher than SMH's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and VanEck Vectors Semiconductor ETF (SMH). 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 0.76, which is lower than the SMH Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of NEEGX and SMH, 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 SMH's dividend yield for the trailing twelve months is around 0.43%.

The maximum NEEGX drawdown since its inception was -60.83%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for NEEGX and SMH. For additional features, visit the drawdowns tool.

Needham Growth Fund (NEEGX) and VanEck Vectors Semiconductor ETF (SMH) have volatilities of 8.43% and 8.33%, 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.