Needham

Statistics as of May 27, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-13.2%
3yr Return
10.7%
1yr Return
-23.1%
Total Assets
$144M
6M Money Flow
-$45M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
-11.7%
3yr Return
1.6%
1yr Return
-11.9%
Total Assets
$132M
6M Money Flow
-$17M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.26
YTD Return
1.4%
3yr Return
55.0%
1yr Return
-4.3%
Total Assets
$767M
6M Money Flow
-$70M