Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEEGX (NEEDHAM GROWTH FUND RETAIL CLASS) | 59.05% | 95.04% | 29.06% | 14.55% | 16.27% | 13.22% | 11.20% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEEGX (NEEDHAM GROWTH FUND RETAIL CLASS) | 07/23/1996 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 95.04 | 29.06 | 14.55 | 16.27 | 13.22 | 11.20 | … | … | 59.05 | 3.46 | 14.45 | 26.85 | -33.57 | 27.63 | 41.73 | 42.33 | -10.56 | 8.33 | 10.70 | -5.10 | 8.98 | 34.68 | 12.88 | -10.94 | 31.37 | 46.87 | -40.22 | 2.97 | 17.83 | 14.50 | 6.20 | 47.34 | -28.00 | 12.07 | 7.49 | 79.72 | 19.85 | 15.66 | 9.98 |
| Sharpe Ratio | NA | 3.25 | 0.85 | 0.39 | 0.56 | NA | NA | … | … | 5.76 | 0.02 | 0.41 | 1.03 | -1.03 | 1.24 | 1.17 | 2.74 | -0.63 | 0.65 | 0.64 | -0.34 | 0.60 | 2.91 | 0.81 | -0.38 | 1.46 | 1.75 | -1.16 | -0.01 | 1.29 | 0.95 | 0.31 | 2.79 | -1.18 | 0.39 | 0.11 | 4.09 | 0.79 | 1.05 | 3.07 |
| Standard Deviation(%) | NA | 26.83 | 28.16 | 28.16 | 25.23 | NA | NA | … | … | 30.19 | 33.84 | 26.22 | 22.73 | 34.18 | 22.34 | 35.17 | 14.93 | 19.04 | 11.80 | 16.49 | 15.03 | 14.95 | 11.90 | 15.94 | 28.62 | 21.43 | 26.78 | 35.39 | 13.67 | 11.18 | 12.86 | 16.68 | 16.69 | 24.74 | 25.06 | 28.86 | 18.65 | 20.85 | 11.32 | 6.59 |
| Draw Down(%) | NA | 13.27 | 38.66 | 43.35 | 43.35 | NA | NA | … | … | 11.71 | 32.57 | 17.53 | 24.21 | 39.91 | 13.80 | 31.98 | 7.42 | 21.82 | 7.76 | 12.33 | 16.21 | 10.22 | 4.24 | 14.87 | 32.57 | 17.58 | 20.95 | 49.62 | 9.81 | 9.02 | 10.04 | 23.32 | 12.63 | 44.26 | 24.88 | 26.73 | 10.66 | 25.09 | 8.09 | 2.99 |
| Yield(%) | 0.00 | 8.63 | 4.62 | 4.13 | 7.72 | 7.40 | 6.73 | … | … | 0.00 | 7.63 | 4.38 | 0.00 | 1.16 | 8.36 | 7.54 | 14.32 | 13.45 | 9.55 | 4.56 | 6.02 | 6.88 | 0.75 | 9.58 | 4.96 | 0.00 | 0.00 | 3.44 | 10.71 | 8.24 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 16.01 | 19.44 | 0.07 | 16.53 | 4.86 |
Data as of 06/04/2026, Common starting date is 07/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEEGX (NEEDHAM GROWTH FUND RETAIL CLASS) |
-16.27%
Feb 2006 – Feb 2009 |
-5.72%
Feb 2004 – Feb 2009 |
1.41%
Aug 2000 – Aug 2010 |
5.23%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEEGX (NEEDHAM GROWTH FUND RETAIL CLASS) |
46.20%
Feb 1997 – Feb 2000 |
25.06%
Feb 2009 – Feb 2014 |
16.73%
Sep 2011 – Sep 2021 |
15.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart