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STOCKS CLIMB AS SENTIMENT STAYS BUOYANT ON FED HOPES
Oil prices rise as market expects summer demand to keep supply tight
Needham Small Cap Growth Institutional (NESIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.22
-0.30
(-1.54%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
10.65%
5-Year Average Return
14.44%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Jun 13, 2024)
72.51%
Worst 1 Yr Total Return (Jun 13, 2024)
N/A
Best 3-Yr Total Return
72.51%
Worst 3-Yr Total Return
-6.02%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
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
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
3.63%
N/A
N/A
N/A
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%
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