NESIX vs. DMCRX
Compare and contrast key facts about Needham Small Cap Growth Fund Institutional (NESIX) and Driehaus Micro Cap Growth Fund (DMCRX).
NESIX is managed by Needham. It was launched on Dec 30, 2016. DMCRX is managed by Driehaus. It was launched on Nov 18, 2013.
Performance
NESIX vs. DMCRX - Performance Comparison
Loading graphics...
NESIX vs. DMCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NESIX Needham Small Cap Growth Fund Institutional | 9.63% | 11.16% | 13.47% | 5.85% | -29.71% | 11.36% | 73.06% | 55.28% | -4.87% | 12.63% |
DMCRX Driehaus Micro Cap Growth Fund | -3.06% | 31.17% | 30.58% | 11.47% | -33.54% | 22.23% | 86.43% | 34.03% | 2.52% | 24.55% |
Returns By Period
In the year-to-date period, NESIX achieves a 9.63% return, which is significantly higher than DMCRX's -3.06% return.
NESIX
- 1D
- -4.46%
- 1M
- -7.08%
- YTD
- 9.63%
- 6M
- 12.40%
- 1Y
- 48.73%
- 3Y*
- 11.47%
- 5Y*
- 1.26%
- 10Y*
- —
DMCRX
- 1D
- -3.72%
- 1M
- -10.28%
- YTD
- -3.06%
- 6M
- 5.92%
- 1Y
- 55.58%
- 3Y*
- 22.06%
- 5Y*
- 5.94%
- 10Y*
- 19.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NESIX vs. DMCRX - Expense Ratio Comparison
NESIX has a 1.18% expense ratio, which is lower than DMCRX's 1.38% expense ratio.
Return for Risk
NESIX vs. DMCRX — Risk / Return Rank
NESIX
DMCRX
NESIX vs. DMCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Small Cap Growth Fund Institutional (NESIX) and Driehaus Micro Cap Growth Fund (DMCRX). 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.
| NESIX | DMCRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.73 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.26 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.97 | -0.54 |
Martin ratioReturn relative to average drawdown | 8.21 | 9.91 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NESIX | DMCRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.73 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.15 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.52 | 0.00 |
Correlation
The correlation between NESIX and DMCRX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NESIX vs. DMCRX - Dividend Comparison
NESIX has not paid dividends to shareholders, while DMCRX's dividend yield for the trailing twelve months is around 14.15%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NESIX Needham Small Cap Growth Fund Institutional | 0.00% | 0.00% | 0.00% | 0.00% | 3.93% | 23.92% | 13.26% | 8.25% | 21.96% | 8.89% | 0.00% | 0.00% |
DMCRX Driehaus Micro Cap Growth Fund | 14.15% | 13.72% | 3.86% | 0.87% | 8.20% | 48.23% | 19.79% | 14.70% | 33.22% | 8.91% | 0.00% | 4.20% |
Drawdowns
NESIX vs. DMCRX - Drawdown Comparison
The maximum NESIX drawdown since its inception was -49.61%, smaller than the maximum DMCRX drawdown of -59.16%. Use the drawdown chart below to compare losses from any high point for NESIX and DMCRX.
Loading graphics...
Drawdown Indicators
| NESIX | DMCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.61% | -59.16% | +9.55% |
Max Drawdown (1Y)Largest decline over 1 year | -17.25% | -15.46% | -1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -59.16% | +9.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.16% | — |
Current DrawdownCurrent decline from peak | -9.15% | -15.41% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -20.35% | +5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 4.85% | +0.27% |
Volatility
NESIX vs. DMCRX - Volatility Comparison
Needham Small Cap Growth Fund Institutional (NESIX) and Driehaus Micro Cap Growth Fund (DMCRX) have volatilities of 10.99% and 11.21%, 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.
Loading graphics...
Volatility by Period
| NESIX | DMCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.99% | 11.21% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 22.90% | 22.57% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.06% | 31.03% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.10% | 39.50% | -10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.30% | 33.84% | -7.54% |