PKSFX vs. NEEGX

In the year-to-date period, PKSFX achieves a 19.02% return, which is significantly higher than NEEGX's 7.57% return. Over the past 10 years, PKSFX has outperformed NEEGX with an annualized return of 9.38%, while NEEGX has yielded a comparatively lower 2.18% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Needham Growth Fund (NEEGX). 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 PKSFX Sharpe Ratio is 1.49, which is higher than the NEEGX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of PKSFX and NEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PKSFX's dividend yield for the trailing twelve months is around 0.43%, while NEEGX has not paid dividends to shareholders.

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

The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 6.43%, while Needham Growth Fund (NEEGX) has a volatility of 8.07%. This indicates that PKSFX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.