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Needham Small Cap Growth Institutional (NESIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.69+0.42 (+2.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.36%
5-Year Average Return15.15%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 23, 2024)72.51%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return72.51%
Worst 3-Yr Total Return-6.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNESIXCategory
YTD-4.78%12.40%
1-Month-8.11%3.37%
3-Month3.96%4.88%
1-Year11.76%55.69%
3-Year-10.15%19.34%
5-Year11.08%20.72%
10-Year11.19%13.98%
Last Bull Market37.83%27.85%
Last Bear Market-26.03%-24.06%

Annual Total Return (%) History

Year
NESIXCategory
2024
N/AN/A
2023
5.85%N/A
2022
-29.82%N/A
2021
11.74%N/A
2020
72.51%38.62%
2019
55.31%27.68%
2018
-4.58%-5.76%
2017
12.48%21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20235.67%-2.83%-10.15%14.73%
2022-11.39%-26.03%-2.57%9.90%
20217.62%11.68%-3.53%-3.63%
2020-14.87%34.92%9.99%36.55%
201916.47%11.07%3.26%16.27%
20180.70%4.41%8.14%-16.07%
20171.64%5.55%6.05%-1.13%

Rank In Category (By Total Return)

YTD94
1-Month88
3-Month26
1-Year49
3-Year82
5-Year9

Load Adjusted Returns

1-Year11.76%
3-Year-10.15%
5-Year11.08%
10-Year11.19%