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NEEGX: NEEDHAM GROWTH FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 91.83 6.29(6.41%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 07/23/1996 |
| Last Dividend Date: | 11/13/2025 |
| 12-Mo. Yield | 8.81% |
| Expenses | 1.86% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -1.7 | 48.9 | 84.9 | 26.2 | 13.0 | 15.6 | 12.6 | 10.8 | 12.8 | 3.5 | 14.5 | 26.8 | -33.6 | 27.6 | 41.7 | 42.3 | -10.6 | 8.3 | 10.7 | -5.1 | 9.0 | 34.7 | 12.9 | -10.9 | 31.4 | 46.9 | -40.2 | 3.0 | 17.8 | 14.5 | 6.2 | 47.3 | -28.0 | 12.1 | 7.5 | 79.7 | 19.9 | 15.7 | 10.0 |
| Sharpe Ratio | NA | 4.69 | 2.95 | 0.81 | 0.37 | 0.55 | NA | NA | 0.5 | 0.02 | 0.41 | 1.03 | -1.03 | 1.24 | 1.17 | 2.74 | -0.63 | 0.65 | 0.64 | -0.34 | 0.6 | 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 |
| Draw Down(%) | NA | 11.7 | 13.3 | 38.7 | 43.4 | 43.4 | NA | NA | 53.6 | 32.6 | 17.5 | 24.2 | 39.9 | 13.8 | 32.0 | 7.4 | 21.8 | 7.8 | 12.3 | 16.2 | 10.2 | 4.2 | 14.9 | 32.6 | 17.6 | 21.0 | 49.6 | 9.8 | 9.0 | 10.0 | 23.3 | 12.6 | 44.3 | 24.9 | 26.7 | 10.7 | 25.1 | 8.1 | 3.0 |
| Standard Deviation(%) | NA | 32.1 | 27.9 | 28.5 | 28.4 | 25.4 | NA | NA | 22.2 | 33.8 | 26.2 | 22.7 | 34.2 | 22.3 | 35.2 | 14.9 | 19.0 | 11.8 | 16.5 | 15.0 | 15.0 | 11.9 | 15.9 | 28.6 | 21.4 | 26.8 | 35.4 | 13.7 | 11.2 | 12.9 | 16.7 | 16.7 | 24.7 | 25.1 | 28.9 | 18.6 | 20.8 | 11.3 | 6.6 |
| Treynor Ratio | NA | 1.12 | 0.61 | 0.17 | 0.09 | 0.13 | NA | NA | 0.12 | 0.0 | 0.08 | 0.21 | -0.35 | 0.26 | 0.44 | 0.44 | -0.13 | 0.07 | 0.11 | -0.06 | 0.09 | 0.43 | 0.15 | -0.11 | 0.34 | 0.54 | -0.57 | 0.0 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.32 | 0.22 | 0.03 | 0.03 | 0.01 | NA | NA | 0.03 | -0.04 | -0.02 | 0.01 | -0.02 | 0.02 | 0.03 | 0.03 | -0.02 | -0.06 | 0.02 | -0.02 | -0.01 | 0.03 | 0.0 | -0.03 | 0.02 | 0.03 | -0.03 | -0.04 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.34 | 1.35 | 1.33 | 1.14 | 1.05 | NA | NA | 0.92 | 1.36 | 1.36 | 1.11 | 1.01 | 1.05 | 0.94 | 0.94 | 0.94 | 1.13 | 0.93 | 0.87 | 0.99 | 0.8 | 0.89 | 0.98 | 0.91 | 0.86 | 0.72 | 0.72 | 0.54 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.66 | 0.62 | 0.69 | 0.74 | 0.77 | NA | NA | 0.59 | 0.74 | 0.62 | 0.67 | 0.9 | 0.73 | 0.9 | 0.76 | 0.81 | 0.62 | 0.8 | 0.83 | 0.82 | 0.8 | 0.8 | 0.93 | 0.88 | 0.92 | 0.9 | 0.83 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.6 | 4.4 | 0.0 | 1.2 | 8.4 | 7.5 | 14.3 | 13.4 | 9.5 | 4.6 | 6.0 | 6.9 | 0.7 | 9.6 | 5.0 | 0.0 | 0.0 | 3.4 | 10.7 | 8.2 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 16.0 | 19.4 | 0.1 | 16.5 | 4.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 95.4 | N/A | -100.0 | -83.2 | 44.5 | -32.6 | -19.2 | 41.3 | 127.2 | -33.7 | -10.0 | 1089.1 | -91.9 | 62.0 | N/A | N/A | -100.0 | -70.5 | 39.1 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 25.0 | 33100.0 | -99.6 | 257.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/1996
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