RIPIX vs. NEEGX
Compare and contrast key facts about Royce International Premier Fund Institutional Class (RIPIX) and Needham Growth Fund (NEEGX).
RIPIX is managed by Royce Investment Partners. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Performance
RIPIX vs. NEEGX - Performance Comparison
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RIPIX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
NEEGX Needham Growth Fund | 10.46% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -11.63% |
Returns By Period
In the year-to-date period, RIPIX achieves a -9.90% return, which is significantly lower than NEEGX's 10.46% return.
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
NEEGX
- 1D
- -3.44%
- 1M
- -10.09%
- YTD
- 10.46%
- 6M
- 15.76%
- 1Y
- 43.28%
- 3Y*
- 16.99%
- 5Y*
- 6.62%
- 10Y*
- 12.22%
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RIPIX vs. NEEGX - Expense Ratio Comparison
RIPIX has a 1.04% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Return for Risk
RIPIX vs. NEEGX — Risk / Return Rank
RIPIX
NEEGX
RIPIX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund Institutional Class (RIPIX) 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.
| RIPIX | NEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.14 | 1.34 | -1.47 |
Sortino ratioReturn per unit of downside risk | -0.09 | 1.91 | -2.00 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.26 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 2.57 | -2.76 |
Martin ratioReturn relative to average drawdown | -0.51 | 8.49 | -9.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RIPIX | NEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | 1.34 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.24 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.54 | -0.49 |
Correlation
The correlation between RIPIX and NEEGX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RIPIX vs. NEEGX - Dividend Comparison
RIPIX's dividend yield for the trailing twelve months is around 1.62%, less than NEEGX's 6.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
NEEGX Needham Growth Fund | 6.85% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
Drawdowns
RIPIX vs. NEEGX - Drawdown Comparison
The maximum RIPIX drawdown since its inception was -41.89%, smaller than the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for RIPIX and NEEGX.
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Drawdown Indicators
| RIPIX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -53.60% | +11.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -15.15% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -41.89% | -43.35% | +1.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.35% | — |
Current DrawdownCurrent decline from peak | -33.58% | -11.71% | -21.87% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -10.95% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 4.59% | +1.44% |
Volatility
RIPIX vs. NEEGX - Volatility Comparison
The current volatility for Royce International Premier Fund Institutional Class (RIPIX) is 5.45%, while Needham Growth Fund (NEEGX) has a volatility of 10.19%. This indicates that RIPIX 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.
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Volatility by Period
| RIPIX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 10.19% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 20.43% | -11.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 31.97% | -18.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 27.98% | -12.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 24.97% | -8.83% |