Needham Growth Fund Institutional (NEEIX)

77.08 +3.34 (+4.53%) USD  |  Feb 06 2026
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NEEIX Max Drawdown (5Y): 43.11% for Jan. 31, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Median

Max Drawdown (5Y) Benchmarks

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Victory RS Mid Cap Growth Fund Y 42.37%
Hartford MidCap Fund Y 32.92%
Hartford MidCap HLS Fund IB 33.19%
Timothy Plan Small/Mid Cap Growth Fund I 34.28%
Allspring Mid Cap Growth Fund Inst 51.44%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -10.27
Beta (5Y) 1.313
Alpha (vs YCharts Benchmark) (5Y) -1.544
Beta (vs YCharts Benchmark) (5Y) 1.088
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 26.37%
Historical Sharpe Ratio (5Y) 0.1934
Historical Sortino (5Y) 0.35
Monthly Value at Risk (VaR) 5% (5Y Lookback) 11.83%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:NEEIX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:NEEIX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.