Needham

Statistics as of May 01, 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 Return ▲1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
-20.2%
3yr Return
-9.4%
1yr Return
-4.1%
Total Assets
$119M
6M Money Flow
-$17M
Mid-Cap Growth
Expense Ratio
1.26%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-18.8%
3yr Return
7.3%
1yr Return
-19.9%
Total Assets
$135M
6M Money Flow
-$45M
Small Growth
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
0.26
YTD Return
-10.9%
3yr Return
36.5%
1yr Return
-6.6%
Total Assets
$675M
6M Money Flow
-$70M