Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NESGX (Needham Small Cap Growth Fun) | -9.64% | -7.07% | 0.55% | -1.22% | 6.00% | 6.66% | 6.97% | 8.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NESGX (Needham Small Cap Growth Fun) | 05/24/2002 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 05/24/2002.
AR inception is since 05/24/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.16 | -7.07 | 0.55 | -1.22 | 6.00 | 6.66 | 6.97 | 8.87 | -9.64 | 12.76 | 5.68 | -33.16 | -10.12 | 46.67 | 54.44 | -5.41 | 11.96 | 31.40 | -8.98 | 0.74 | 27.91 | 8.53 | -16.12 | 36.82 | 41.17 | -23.33 | -2.14 | 8.84 | 2.01 | 10.34 | 62.24 | 3.39 |
| Sharpe Ratio | NA | -0.67 | -0.21 | -0.22 | 0.13 | NA | NA | 0.30 | -1.07 | 0.22 | 0.06 | -1.08 | -0.30 | 1.27 | 3.15 | -0.37 | 0.83 | 1.90 | -0.53 | 0.04 | 2.08 | 0.49 | -0.56 | 1.85 | 2.07 | -1.01 | -0.33 | 0.37 | -0.01 | 0.58 | 3.60 | 0.15 |
| Standard Deviation(%) | NA | 33.43 | 29.22 | 30.78 | 25.94 | NA | NA | 22.48 | 42.99 | 28.29 | 23.17 | 32.03 | 33.29 | 36.49 | 16.83 | 18.38 | 13.66 | 16.43 | 16.99 | 16.90 | 13.37 | 17.56 | 28.72 | 19.86 | 19.80 | 24.05 | 15.65 | 15.26 | 14.23 | 16.17 | 17.08 | 30.99 |
| Draw Down(%) | NA | 35.27 | 35.27 | 61.30 | 61.30 | NA | NA | 61.30 | 35.27 | 17.97 | 33.82 | 41.49 | 28.93 | 31.60 | 10.75 | 22.08 | 11.74 | 9.49 | 23.86 | 15.24 | 6.73 | 17.75 | 32.81 | 14.81 | 16.18 | 33.27 | 11.82 | 13.84 | 12.68 | 18.15 | 19.28 | 31.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.81 | 5.35 | 5.77 | 8.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.72 | 17.33 | 9.20 | 8.33 | 2.27 | 10.95 | 0.00 | 0.00 | 4.44 | 3.98 | 0.16 | 8.96 | 19.26 | 24.13 | 9.82 | 0.28 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESGX (Needham Small Cap Growth Fun) |
-18.77%
Jan 2021 - Jan 2024 |
-4.52%
Feb 2004 - Feb 2009 |
3.65%
Oct 2013 - Oct 2023 |
5.58%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESGX (Needham Small Cap Growth Fun) |
35.45%
Jul 2018 - Jul 2021 |
28.87%
Jan 2016 - Jan 2021 |
17.64%
Sep 2011 - Sep 2021 |
13.05%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart