Needham Growth Fund Technical Analysis
| NEEIX Fund | USD 80.18 0.28 0.35% |
As of the 28th of February, Needham Growth secures the Downside Deviation of 1.44, risk adjusted performance of 0.2377, and Mean Deviation of 1.23. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Needham Growth, as well as the relationship between them.
Needham Growth Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Needham, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to NeedhamNeedham |
Needham Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Needham Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Needham Growth.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Needham Growth on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Needham Growth or generate 0.0% return on investment in Needham Growth over 90 days. Needham Growth is related to or competes with Tidal Trust, Needham Small, William Blair, Broadview Opportunity, Ocm Mutual, Infrastructure Fund, and Invesco Trust. The fund normally invests at least 65 percent of its total assets in the equity securities of domestic issuers listed on... More
Needham Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Needham Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Needham Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.44 | |||
| Information Ratio | 0.2463 | |||
| Maximum Drawdown | 6.68 | |||
| Value At Risk | (2.15) | |||
| Potential Upside | 2.6 |
Needham Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Needham Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Needham Growth's standard deviation. In reality, there are many statistical measures that can use Needham Growth historical prices to predict the future Needham Growth's volatility.| Risk Adjusted Performance | 0.2377 | |||
| Jensen Alpha | 0.4571 | |||
| Total Risk Alpha | 0.3017 | |||
| Sortino Ratio | 0.2666 | |||
| Treynor Ratio | 4.77 |
Needham Growth February 28, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2377 | |||
| Market Risk Adjusted Performance | 4.78 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.0 | |||
| Downside Deviation | 1.44 | |||
| Coefficient Of Variation | 329.14 | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.44 | |||
| Information Ratio | 0.2463 | |||
| Jensen Alpha | 0.4571 | |||
| Total Risk Alpha | 0.3017 | |||
| Sortino Ratio | 0.2666 | |||
| Treynor Ratio | 4.77 | |||
| Maximum Drawdown | 6.68 | |||
| Value At Risk | (2.15) | |||
| Potential Upside | 2.6 | |||
| Downside Variance | 2.09 | |||
| Semi Variance | 1.01 | |||
| Expected Short fall | (1.44) | |||
| Skewness | (0.12) | |||
| Kurtosis | 0.23 |
Needham Growth Backtested Returns
Needham Growth appears to be very steady, given 3 months investment horizon. Needham Growth has Sharpe Ratio of 0.24, which conveys that the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Needham Growth, which you can use to evaluate the volatility of the fund. Please exercise Needham Growth's Mean Deviation of 1.23, downside deviation of 1.44, and Risk Adjusted Performance of 0.2377 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.0975, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Needham Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Needham Growth is expected to be smaller as well.
Auto-correlation | 0.76 |
Good predictability
Needham Growth has good predictability. Overlapping area represents the amount of predictability between Needham Growth time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Needham Growth price movement. The serial correlation of 0.76 indicates that around 76.0% of current Needham Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.76 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 5.06 |
Needham Growth technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Needham Growth Technical Analysis
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Normalized Average True Range is used to analyze tradable apportunities for Needham Growth across different markets.
About Needham Growth Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Needham Growth on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Needham Growth based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Needham Growth price pattern first instead of the macroeconomic environment surrounding Needham Growth. By analyzing Needham Growth's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Needham Growth's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Needham Growth specific price patterns or momentum indicators. Please read more on our technical analysis page.
Needham Growth February 28, 2026 Technical Indicators
Most technical analysis of Needham help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Needham from various momentum indicators to cycle indicators. When you analyze Needham charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2377 | |||
| Market Risk Adjusted Performance | 4.78 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.0 | |||
| Downside Deviation | 1.44 | |||
| Coefficient Of Variation | 329.14 | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.44 | |||
| Information Ratio | 0.2463 | |||
| Jensen Alpha | 0.4571 | |||
| Total Risk Alpha | 0.3017 | |||
| Sortino Ratio | 0.2666 | |||
| Treynor Ratio | 4.77 | |||
| Maximum Drawdown | 6.68 | |||
| Value At Risk | (2.15) | |||
| Potential Upside | 2.6 | |||
| Downside Variance | 2.09 | |||
| Semi Variance | 1.01 | |||
| Expected Short fall | (1.44) | |||
| Skewness | (0.12) | |||
| Kurtosis | 0.23 |
Needham Growth February 28, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Needham stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 80.18 | ||
| Day Typical Price | 80.18 | ||
| Price Action Indicator | (0.14) |
Other Information on Investing in Needham Mutual Fund
Needham Growth 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 Growth security.
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