Nasdaq - Delayed Quote • USD
Needham Small Cap Growth Institutional (NESIX)
At close: May 17 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.51% |
| 5y Average Return | 14.26% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 17, 2024) | 72.51% |
| Worst 1Y Total Return (May 17, 2024) | -- |
| Best 3Y Total Return | 72.51% |
| Worst 3Y Total Return | -6.02% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NESIX
Category
- YTD
- -4.78%
- 12.40%
- 1-Month
- -8.11%
- 3.37%
- 3-Month
- 3.96%
- 4.88%
- 1-Year
- 11.76%
- 55.69%
- 3-Year
- -10.15%
- 19.34%
- 5-Year
- 11.08%
- 20.72%
- 10-Year
- 11.19%
- 13.98%
- Last Bull Market
- 37.83%
- 27.85%
- Last Bear Market
- -26.03%
- -24.06%
Annual Total Return (%) History
Year
NESIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 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 | 94 |
| 1-Month | 88 |
| 3-Month | 26 |
| 1-Year | 49 |
| 3-Year | 82 |
| 5-Year | 9 |
Load Adjusted Returns
| 1-Year | 11.76% |
| 3-Year | -10.15% |
| 5-Year | 11.08% |
| 10-Year | 11.19% |
Performance & Risk
| YTD Return | 11.51% |
| 5y Average Return | 14.26% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Needham |
| Net Assets | 146.53M |
| YTD Return | -4.78% |
| 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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