NEEGX vs. VWILX

In the year-to-date period, NEEGX achieves a 14.80% return, which is significantly higher than VWILX's 12.13% return. Over the past 10 years, NEEGX has underperformed VWILX with an annualized return of 3.42%, while VWILX has yielded a comparatively higher 8.43% annualized return.

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NEEGX has a 1.78% expense ratio, which is higher than VWILX's 0.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and Vanguard International Growth Fund Admiral Shares (VWILX). 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 1.01, which is comparable to the VWILX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of NEEGX and VWILX, 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 VWILX's dividend yield for the trailing twelve months is around 0.99%.

The maximum NEEGX drawdown since its inception was -60.83%, roughly equal to the maximum VWILX drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for NEEGX and VWILX. For additional features, visit the drawdowns tool.

Needham Growth Fund (NEEGX) has a higher volatility of 9.22% compared to Vanguard International Growth Fund Admiral Shares (VWILX) at 3.58%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than VWILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.