Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEAGX (NEEDHAM AGGRESSIVE GROWTH FUND RETAIL CLASS) | 48.59% | 81.88% | 35.95% | 21.16% | 21.56% | 16.38% | 14.94% | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAGX (NEEDHAM AGGRESSIVE GROWTH FUND RETAIL CLASS) | 09/06/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.82 | 81.88 | 35.95 | 21.16 | 21.56 | 16.38 | 14.94 | … | … | 48.59 | 25.75 | 14.31 | 37.65 | -27.53 | 37.56 | 51.53 | 43.82 | -16.09 | 8.75 | 22.40 | -7.19 | 7.16 | 36.26 | 14.60 | -13.78 | 39.40 | 31.18 | -27.39 | 15.58 | 12.22 | 9.70 | 11.64 | 26.62 | -19.06 | 12.30 |
| Sharpe Ratio | NA | 2.98 | 1.29 | 0.77 | 0.82 | NA | NA | … | … | 4.69 | 0.80 | 0.47 | 1.80 | -1.10 | 1.57 | 1.35 | 2.51 | -0.86 | 0.56 | 1.26 | -0.44 | 0.41 | 2.50 | 0.77 | -0.44 | 1.95 | 1.56 | -0.95 | 0.87 | 0.70 | 0.64 | 0.80 | 1.75 | -1.30 | 4.11 |
| Standard Deviation(%) | NA | 26.63 | 25.38 | 24.71 | 24.27 | NA | NA | … | … | 31.85 | 29.15 | 22.90 | 19.09 | 26.45 | 23.96 | 37.72 | 16.89 | 20.36 | 14.44 | 17.56 | 16.28 | 17.25 | 14.48 | 19.09 | 31.73 | 20.16 | 19.97 | 29.59 | 14.41 | 12.58 | 11.64 | 13.31 | 14.82 | 15.50 | 11.04 |
| Draw Down(%) | NA | 14.01 | 28.49 | 36.31 | 36.31 | NA | NA | … | … | 11.58 | 27.88 | 16.37 | 15.79 | 33.28 | 13.48 | 32.18 | 10.43 | 29.14 | 8.36 | 11.71 | 17.65 | 11.81 | 6.74 | 17.97 | 34.42 | 14.84 | 17.78 | 36.07 | 8.73 | 13.50 | 9.03 | 15.04 | 12.28 | 25.92 | 2.62 |
| Yield(%) | 0.00 | 2.56 | 1.18 | 2.30 | 6.60 | 6.48 | 7.39 | … | … | 0.00 | 2.63 | 0.00 | 0.00 | 0.00 | 9.21 | 5.58 | 13.46 | 11.97 | 5.39 | 7.83 | 9.98 | 3.18 | 0.00 | 0.07 | 1.41 | 0.86 | 0.17 | 5.59 | 14.29 | 10.22 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAGX (NEEDHAM AGGRESSIVE GROWTH FUND RETAIL CLASS) |
-7.91%
Feb 2006 – Feb 2009 |
-0.56%
Feb 2004 – Feb 2009 |
6.43%
Dec 2001 – Dec 2011 |
7.96%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAGX (NEEDHAM AGGRESSIVE GROWTH FUND RETAIL CLASS) |
44.19%
Dec 2018 – Dec 2021 |
25.95%
May 2019 – May 2024 |
22.07%
May 2016 – May 2026 |
17.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart