Nasdaq - Delayed Quote USD

Needham Small Cap Growth Institutional (NESIX)

19.70 +0.40 (+2.07%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.11%
5y Average Return 14.35%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jun 11, 2024) 72.51%
Worst 1Y Total Return (Jun 11, 2024) --
Best 3Y Total Return 72.51%
Worst 3Y Total Return -6.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NESIX
Category
YTD
13.18%
12.40%
1-Month
18.86%
3.37%
3-Month
12.02%
4.88%
1-Year
19.95%
55.69%
3-Year
-6.24%
19.34%
5-Year
15.60%
20.72%
10-Year
13.18%
13.98%
Last Bull Market
37.83%
27.85%
Last Bear Market
-26.03%
-24.06%

Annual Total Return (%) History

Year
NESIX
Category
2024
--
--
2023
5.85%
--
2022
-29.82%
--
2021
11.74%
--
2020
72.51%
38.62%
2019
55.31%
27.68%
2018
-4.58%
-5.76%
2017
12.48%
21.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.63% -- -- --
2023 5.67% -2.83% -10.15% 14.73%
2022 -11.39% -26.03% -2.57% 9.90%
2021 7.62% 11.68% -3.53% -3.63%
2020 -14.87% 34.92% 9.99% 36.55%
2019 16.47% 11.07% 3.26% 16.27%
2018 0.70% 4.41% 8.14% -16.07%
2017 1.64% 5.55% 6.05% -1.13%

Rank in Category (By Total Return)

YTD 9
1-Month 1
3-Month 1
1-Year 39
3-Year 75
5-Year 6

Load Adjusted Returns

1-Year 19.95%
3-Year -6.24%
5-Year 15.60%
10-Year 13.18%

Performance & Risk

YTD Return 11.11%
5y Average Return 14.35%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Needham
Net Assets 173.03M
YTD Return 13.18%
Yield 0.00%
Morningstar Rating
Inception Date May 22, 2002

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding $8 billion.

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