Canada markets close in 6 hours 28 minutes

Needham Aggressive Growth Institutional (NEAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
50.06-0.06 (-0.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.73%
5-Year Average Return24.31%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 6, 2024)52.36%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return52.36%
Worst 3-Yr Total Return10.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNEAIXCategory
YTD11.57%12.40%
1-Month-6.04%3.37%
3-Month8.81%4.88%
1-Year51.66%55.69%
3-Year12.64%19.34%
5-Year22.71%20.72%
10-Year15.17%13.98%
Last Bull Market40.92%27.85%
Last Bear Market-19.62%-24.06%

Annual Total Return (%) History

Year
NEAIXCategory
2024
N/AN/A
2023
38.37%N/A
2022
-27.02%N/A
2021
38.43%N/A
2020
52.36%38.62%
2019
44.79%27.68%
2018
-15.36%-5.76%
2017
9.36%21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202418.74%N/AN/AN/A
20239.21%16.84%-1.84%10.47%
2022-14.56%-19.62%1.56%4.63%
20217.23%10.59%2.02%14.42%
2020-16.37%35.07%10.27%22.32%
201916.98%4.85%3.68%13.86%
2018-0.60%7.28%-2.71%-18.41%
20171.75%-0.26%10.92%-2.84%

Rank In Category (By Total Return)

YTD2
1-Month34
3-Month3
1-Year1
3-Year1
5-Year1

Load Adjusted Returns

1-Year51.66%
3-Year12.64%
5-Year22.71%
10-Year15.17%