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Needham Aggressive Growth Institutional (NEAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.59-0.85 (-1.79%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.57%
5-year average return22.71%
Number of years up5
Number of years down2
Best 1-yr total return (29 Apr 2024)52.36%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return52.36%
Worst 3-yr total return10.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEAIXCategory
YTD18.74%12.40%
1-month4.00%3.37%
3-month18.74%4.88%
1-year50.45%55.69%
3-year15.68%19.34%
5-year25.63%20.72%
10-year15.53%13.98%
Last bull market50.69%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-month10
3-month2
1-year1
3-year1
5-year1

Load adjusted returns

1-year50.45%
3-year15.68%
5-year25.63%
10-year15.53%