Needham

Statistics as of Apr 02, 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 Return ▼Total Assets6M Money Flow
Small Blend
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
-0.45
YTD Return
-16.2%
3yr Return
-20.2%
1yr Return
-6.2%
Total Assets
$126M
6M Money Flow
-$18M
Small Growth
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
0.07
YTD Return
-10.1%
3yr Return
22.2%
1yr Return
-12.0%
Total Assets
$681M
6M Money Flow
-$77M
Mid-Cap Growth
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.22
YTD Return
-14.6%
3yr Return
-2.8%
1yr Return
-22.9%
Total Assets
$145M
6M Money Flow
-$45M