Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEAIX (Needham Aggressive Growth Fund Inst Cl) | 58.47% | 93.94% | 39.46% | 23.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAIX (Needham Aggressive Growth Fund Inst Cl) | 01/03/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | 93.94 | 39.46 | 23.70 | NA | NA | NA | … | … | 58.47 | 26.47 | 14.86 | 38.37 | -27.02 | 29.61 | 46.15 | 44.68 | -15.64 | 10.05 |
| Sharpe Ratio | NA | 3.45 | 1.39 | 0.84 | NA | NA | NA | … | … | 5.95 | 0.83 | 0.36 | 1.81 | -1.08 | 1.19 | 1.21 | 2.56 | -0.84 | 0.66 |
| Standard Deviation(%) | NA | 25.67 | 25.07 | 24.53 | NA | NA | NA | … | … | 30.46 | 29.11 | 22.91 | 19.08 | 26.48 | 24.82 | 37.70 | 16.91 | 20.34 | 14.46 |
| Draw Down(%) | NA | 13.98 | 28.21 | 35.93 | NA | NA | NA | … | … | 11.55 | 27.81 | 16.36 | 15.67 | 32.91 | 13.30 | 32.16 | 10.41 | 28.92 | 8.33 |
| Yield(%) | 0.00 | 2.42 | 1.13 | 2.26 | 5.26 | 3.50 | 2.63 | … | … | 0.00 | 2.49 | 0.00 | 0.00 | 0.00 | 8.96 | 5.47 | 13.29 | 11.90 | 5.39 |
Data as of 06/04/2026, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAIX (Needham Aggressive Growth Fund Inst Cl) |
3.13%
Mar 2017 – Mar 2020 |
11.79%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAIX (Needham Aggressive Growth Fund Inst Cl) |
45.10%
Dec 2018 – Dec 2021 |
26.71%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart