Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEEIX (Needham Growth Fund Inst Cl) | 59.32% | 97.94% | 29.64% | 15.43% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEEIX (Needham Growth Fund Inst Cl) | 01/03/2017 | 06/03/2026 |
| 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 (%) | 5.91 | 97.94 | 29.64 | 15.43 | NA | NA | NA | … | … | 59.32 | 4.35 | 10.95 | 27.30 | -34.45 | 20.40 | 33.92 | 43.15 | -10.13 | 8.46 |
| Sharpe Ratio | NA | 3.28 | 0.87 | 0.41 | NA | NA | NA | … | … | 5.80 | 0.05 | 0.16 | 1.02 | -1.06 | 0.87 | 0.95 | 2.80 | -0.60 | 0.67 |
| Standard Deviation(%) | NA | 26.81 | 28.18 | 28.17 | NA | NA | NA | … | … | 30.17 | 33.71 | 26.72 | 22.72 | 33.85 | 23.36 | 35.44 | 14.91 | 19.02 | 11.84 |
| Draw Down(%) | NA | 13.22 | 38.44 | 43.11 | NA | NA | NA | … | … | 11.67 | 32.50 | 20.11 | 24.15 | 39.69 | 14.36 | 31.92 | 7.38 | 21.62 | 7.74 |
| Yield(%) | 0.00 | 8.30 | 4.44 | 4.09 | 6.99 | 4.66 | 3.49 | … | … | 0.00 | 7.29 | 4.21 | 0.00 | 1.12 | 8.14 | 7.39 | 14.14 | 13.38 | 9.55 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NEEIX (Needham Growth Fund Inst Cl) |
-1.60%
Mar 2022 – Mar 2025 |
6.47%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEEIX (Needham Growth Fund Inst Cl) |
37.71%
Dec 2018 – Dec 2021 |
20.09%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart