Needham Small Cap Fund Technical Analysis
| NESGX Fund | USD 23.83 0.10 0.42% |
As of the 20th of February, Needham Small secures the Downside Deviation of 1.63, mean deviation of 1.3, and Risk Adjusted Performance of 0.1583. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Needham Small Cap, as well as the relationship between them.
Needham Small 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 Small '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 Small'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 Small.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Needham Small on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Needham Small Cap or generate 0.0% return on investment in Needham Small over 90 days. Needham Small is related to or competes with Needham Growth, Mainstay Epoch, Amg Renaissance, Jensen Quality, Amana Developing, Amana Developing, and Tidal Trust. 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. More
Needham Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.63 | |||
| Information Ratio | 0.1618 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (2.60) | |||
| Potential Upside | 3.07 |
Needham Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Needham Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Needham Small's standard deviation. In reality, there are many statistical measures that can use Needham Small historical prices to predict the future Needham Small's volatility.| Risk Adjusted Performance | 0.1583 | |||
| Jensen Alpha | 0.2408 | |||
| Total Risk Alpha | 0.2084 | |||
| Sortino Ratio | 0.1674 | |||
| Treynor Ratio | 0.2044 |
Needham Small February 20, 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 | 0.1583 | |||
| Market Risk Adjusted Performance | 0.2144 | |||
| Mean Deviation | 1.3 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.63 | |||
| Coefficient Of Variation | 501.32 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.84 | |||
| Information Ratio | 0.1618 | |||
| Jensen Alpha | 0.2408 | |||
| Total Risk Alpha | 0.2084 | |||
| Sortino Ratio | 0.1674 | |||
| Treynor Ratio | 0.2044 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (2.60) | |||
| Potential Upside | 3.07 | |||
| Downside Variance | 2.66 | |||
| Semi Variance | 1.96 | |||
| Expected Short fall | (1.48) | |||
| Skewness | (0.14) | |||
| Kurtosis | 0.6094 |
Needham Small Cap Backtested Returns
Needham Small appears to be very steady, given 3 months investment horizon. Needham Small Cap has Sharpe Ratio of 0.25, which conveys that the entity had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Needham Small, which you can use to evaluate the volatility of the fund. Please exercise Needham Small's Downside Deviation of 1.63, mean deviation of 1.3, and Risk Adjusted Performance of 0.1583 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 1.6, 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.
Auto-correlation | 0.70 |
Good predictability
Needham Small Cap has good predictability. Overlapping area represents the amount of predictability between Needham Small time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 Small Cap price movement. The serial correlation of 0.7 indicates that around 70.0% of current Needham Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.7 | |
| Spearman Rank Test | 0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 0.4 |
Needham Small 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 Small Cap Technical Analysis
The output start index for this execution was ten with a total number of output elements of fifty-one. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Needham Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Needham Small 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 Small Cap 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 Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Needham Small Cap price pattern first instead of the macroeconomic environment surrounding Needham Small Cap. By analyzing Needham Small'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 Small'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 Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Needham Small February 20, 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 | 0.1583 | |||
| Market Risk Adjusted Performance | 0.2144 | |||
| Mean Deviation | 1.3 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.63 | |||
| Coefficient Of Variation | 501.32 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.84 | |||
| Information Ratio | 0.1618 | |||
| Jensen Alpha | 0.2408 | |||
| Total Risk Alpha | 0.2084 | |||
| Sortino Ratio | 0.1674 | |||
| Treynor Ratio | 0.2044 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (2.60) | |||
| Potential Upside | 3.07 | |||
| Downside Variance | 2.66 | |||
| Semi Variance | 1.96 | |||
| Expected Short fall | (1.48) | |||
| Skewness | (0.14) | |||
| Kurtosis | 0.6094 |
Needham Small February 20, 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 | 23.83 | ||
| Day Typical Price | 23.83 | ||
| Price Action Indicator | 0.05 |
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.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |