Nasdaq - Delayed Quote USD
Needham Aggressive Growth Retail (NEAGX)
47.19
+0.17
+(0.36%)
As of 8:06:46 AM EDT. Market Open.
Fund Summary
Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 1.64% |
| 5y Average Return | 20.17% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NEAGX | Category Average | NEAGX | Category Average | NEAGX | Category Average | |
| Alpha | -1.82 | -0.02 | 0.5 | 0.01 | -0.35 | -0.02 |
| BETA | 1.16 | 0.01 | 1.13 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 1.03 | 0.02 | 1.5 | 0.02 | 1.12 | 0.01 |
| R-squared | 62.32 | 0.78 | 61.58 | 0.73 | 65.26 | 0.73 |
| Standard Deviation | 23.95 | 0.26 | 23.14 | 0.21 | 20.7 | 0.19 |
| Sharpe Ratio | 0.32 | 0.01 | 0.66 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | 4.59 | 0.15 | 12.15 | 0.17 | 9.15 | 0.11 |
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