Needham Small Cap Fund Manager Performance Evaluation
| NESGX Fund | USD 23.05 0.15 0.65% |
The fund secures a Beta (Market Risk) of 1.85, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Needham Small will likely underperform.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Needham Small Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Needham Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.7900 |
Needham |
Needham Small Relative Risk vs. Return Landscape
If you would invest 2,148 in Needham Small Cap on October 29, 2025 and sell it today you would earn a total of 157.00 from holding Needham Small Cap or generate 7.31% return on investment over 90 days. Needham Small Cap is currently producing 0.1374% returns and takes up 1.9974% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Needham, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Needham Small Current Valuation
Overvalued
Today
Please note that Needham Small's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Needham Small Cap secures a last-minute Real Value of $22.52 per share. The latest price of the fund is $23.05. We determine the value of Needham Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Needham Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Needham Mutual Fund. However, Needham Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.05 | Real 22.52 | Hype 23.05 | Naive 23.94 |
The intrinsic value of Needham Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Needham Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Needham Small Cap helps investors to forecast how Needham mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Needham Small more accurately as focusing exclusively on Needham Small's fundamentals will not take into account other important factors: Needham Small Target Price Odds to finish over Current Price
The tendency of Needham Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.05 | 90 days | 23.05 | about 5.89 |
Based on a normal probability distribution, the odds of Needham Small to move above the current price in 90 days from now is about 5.89 (This Needham Small Cap probability density function shows the probability of Needham Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.85 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Needham Small will likely underperform. Additionally Needham Small Cap has an alpha of 0.0023, implying that it can generate a 0.002271 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Needham Small Price Density |
| Price |
Predictive Modules for Needham Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Needham Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Needham Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Needham Small is not an exception. The market had few large corrections towards the Needham Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Needham Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Needham Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 1.85 | |
σ | Overall volatility | 1.33 | |
Ir | Information ratio | 0.03 |
Needham Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Needham Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Needham Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Needham Small Fundamentals Growth
Needham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Needham Small, and Needham Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Needham Mutual Fund performance.
| Price To Earning | 23.26 X | |||
| Price To Book | 1.54 X | |||
| Price To Sales | 0.85 X | |||
| Total Asset | 26.32 M | |||
About Needham Small Performance
Evaluating Needham Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Needham Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Needham Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal conditions, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding 8 billion.Things to note about Needham Small Cap performance evaluation
Checking the ongoing alerts about Needham Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Needham Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Needham Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Needham Small's mutual fund performance include:- Analyzing Needham Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Needham Small's stock is overvalued or undervalued compared to its peers.
- Examining Needham Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Needham Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Needham Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Needham Small's mutual fund. These opinions can provide insight into Needham Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Needham Mutual Fund
Needham Small financial ratios help investors to determine whether Needham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Needham with respect to the benefits of owning Needham Small security.
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