Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NESGX (Needham Small Cap Growth Fun) | 69.52% | 109.32% | 30.83% | 8.17% | 19.26% | 13.78% | 12.37% | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NESGX (Needham Small Cap Growth Fun) | 05/24/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 109.32 | 30.83 | 8.17 | 19.26 | 13.78 | 12.37 | … | … | 69.52 | 10.50 | 12.76 | 5.68 | -30.21 | 10.59 | 71.90 | 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 | 3.45 | 0.90 | 0.20 | 0.68 | NA | NA | … | … | 7.53 | 0.30 | 0.32 | 0.09 | -0.98 | 0.43 | 2.11 | 3.15 | -0.37 | 0.83 | 1.90 | -0.53 | 0.04 | 2.08 | 0.49 | -0.56 | 1.85 | 2.07 | -1.01 | -0.34 | 0.36 | -0.02 | 0.58 | 3.60 | 0.15 |
| Standard Deviation(%) | NA | 30.88 | 30.48 | 29.34 | 25.93 | NA | NA | … | … | 31.90 | 35.41 | 28.29 | 23.17 | 32.33 | 24.50 | 33.82 | 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 | 17.16 | 35.27 | 50.05 | 50.29 | NA | NA | … | … | 9.15 | 35.27 | 17.97 | 33.82 | 41.49 | 16.38 | 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 | 4.31 | 12.25 | 9.25 | 7.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.71 | 22.51 | 19.97 | 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 |
Data as of 06/05/2026, Common starting date is 05/24/2002
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) |
-11.91%
Feb 2006 – Feb 2009 |
-4.52%
Feb 2004 – Feb 2009 |
4.35%
Jan 2006 – Jan 2016 |
6.68%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESGX (Needham Small Cap Growth Fun) |
43.19%
Dec 2018 – Dec 2021 |
33.03%
Jan 2016 – Jan 2021 |
19.65%
May 2016 – May 2026 |
14.25%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart