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Nasdaq - Delayed Quote USD

Needham Aggressive Growth Institutional (NEAIX)

43.29
-1.15
(-2.59%)
At close: March 28 at 8:01:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.01%
5y Average Return 22.37%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 27, 2025) 52.36%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 52.36%
Worst 3Y Total Return 5.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NEAIX
Category
YTD
-3.28%
12.40%
1-Month
-6.31%
3.37%
3-Month
-7.26%
4.88%
1-Year
-2.70%
55.69%
3-Year
9.82%
19.34%
5-Year
19.56%
20.72%
10-Year
13.15%
13.98%
Last Bull Market
7.38%
27.85%
Last Bear Market
-19.62%
-24.06%

Annual Total Return (%) History

Year
NEAIX
Category
2024
14.86%
--
2023
38.37%
--
2022
-27.02%
--
2021
38.43%
--
2020
52.36%
38.62%
2019
44.79%
27.68%
2018
-15.36%
-5.76%
2017
9.36%
21.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 18.74% -1.80% -0.67% -0.83%
2023 9.21% 16.84% -1.84% 10.47%
2022 -14.56% -19.62% 1.56% 4.63%
2021 7.23% 10.59% 2.02% 14.42%
2020 -16.37% 35.07% 10.27% 22.32%
2019 16.98% 4.85% 3.68% 13.86%
2018 -0.60% 7.28% -2.71% -18.41%
2017 1.75% -0.26% 10.92% -2.84%

Rank in Category (By Total Return)

YTD 52
1-Month 33
3-Month 11
1-Year 95
3-Year 3
5-Year 2

Load Adjusted Returns

1-Year -2.70%
3-Year 9.82%
5-Year 19.56%
10-Year 13.15%

Performance & Risk

YTD Return -9.01%
5y Average Return 22.37%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Needham
Net Assets 771.42M
YTD Return -3.28%
Yield 0.00%
Morningstar Rating
Inception Date Dec 30, 2016

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.

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