Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NESIX (Needham Small Cap Growth Fund Inst Cl) | 80.79% | 123.53% | 34.17% | 10.79% | 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 |
|---|---|---|
| NESIX (Needham Small Cap 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 (%) | 5.18 | 123.53 | 34.17 | 10.79 | NA | NA | NA | … | … | 80.79 | 13.80 | 13.47 | 5.85 | -32.52 | -8.71 | 48.33 | 59.87 | -4.88 | 12.56 |
| Sharpe Ratio | NA | 3.81 | 0.95 | 0.24 | NA | NA | NA | … | … | 9.18 | 0.31 | 0.24 | 0.07 | -1.06 | -0.27 | 1.32 | 3.44 | -0.34 | 0.88 |
| Standard Deviation(%) | NA | 30.10 | 30.19 | 29.18 | NA | NA | NA | … | … | 30.26 | 35.39 | 28.32 | 23.14 | 32.11 | 32.74 | 36.32 | 17.01 | 18.45 | 13.69 |
| Draw Down(%) | NA | 17.12 | 35.21 | 49.61 | NA | NA | NA | … | … | 9.15 | 35.21 | 17.94 | 33.80 | 41.20 | 27.93 | 31.53 | 10.69 | 21.99 | 11.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.29 | 10.55 | 7.03 | 5.27 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.58 | 21.79 | 19.55 | 15.00 | 17.22 | 9.20 |
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 |
|---|---|---|---|---|
| NESIX (Needham Small Cap Growth Fund Inst Cl) |
-11.23%
Jan 2021 – Jan 2024 |
0.89%
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 |
|---|---|---|---|---|
| NESIX (Needham Small Cap Growth Fund Inst Cl) |
45.51%
Dec 2018 – Dec 2021 |
23.90%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart