Nasdaq - Delayed Quote USD

Needham Aggressive Growth Retail (NEAGX)

46.07
+1.57
+(3.53%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.43%
5y Average Return 17.44%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 8, 2025) 51.39%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 51.39%
Worst 3Y Total Return 3.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NEAGX
Category
YTD
-11.76%
12.40%
1-Month
0.84%
3.37%
3-Month
-14.48%
4.88%
1-Year
-9.43%
55.69%
3-Year
10.02%
19.34%
5-Year
16.55%
20.72%
10-Year
11.95%
13.98%
Last Bull Market
7.10%
27.85%
Last Bear Market
-19.72%
-24.06%

Annual Total Return (%) History

Year
NEAGX
Category
2025
--
--
2024
14.31%
--
2023
37.65%
--
2022
-27.53%
--
2021
37.54%
--
2020
51.39%
38.62%
2019
43.93%
27.68%
2018
-15.80%
-5.76%

2017
8.73%
21.50%
2016
22.18%
11.20%
2015
-7.09%
-2.41%
2014
7.18%
2.44%
2013
36.26%
40.91%
2012
14.61%
13.15%
2011
-13.77%
-3.55%
2010
39.42%
26.98%
2009
31.18%
35.46%
2008
-27.60%
-41.55%
2007
15.58%
7.59%
2006
12.22%
10.81%
2005
9.70%
6.02%
2004
11.64%
12.41%
2003
26.62%
45.54%
2002
-17.15%
-27.88%
2001
--
-8.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.49% -- -- --
2024 18.58% -1.90% -0.79% -0.96%
2023 9.05% 16.75% -1.95% 10.27%
2022 -14.74% -19.72% 1.37% 4.44%
2021 7.06% 10.41% 1.85% 14.24%
2020 -16.44% 34.85% 10.07% 22.06%
2019 16.79% 4.72% 3.54% 13.66%
2018 -0.74% 7.12% -2.85% -18.49%
2017 1.62% -0.44% 10.78% -2.98%
2016 2.25% -0.80% 9.32% 10.19%

2015 3.78% -0.98% -13.67% 4.73%
2014 -2.65% 5.08% -4.70% 9.94%
2013 3.19% 12.59% 10.51% 6.14%
2012 17.63% -7.67% 4.50% 0.98%
2011 5.02% -3.06% -26.93% 15.92%
2010 10.58% -8.18% 19.17% 15.22%
2009 -6.35% 19.89% 12.82% 3.56%
2008 -13.65% 0.25% -1.31% -15.26%
2007 5.44% 6.79% 2.86% -0.22%
2006 7.28% -4.21% -0.07% 9.27%
2005 -4.44% 3.42% 8.43% 2.37%
2004 3.48% -0.76% -5.50% 15.04%
2003 -2.64% 14.69% 7.09% 5.89%
2002 0.53% -11.16% -11.47% 4.78%
2001 13.09% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 16
3-Month 54
1-Year 97
3-Year 3
5-Year 4

Load Adjusted Returns

1-Year -9.43%
3-Year 10.02%
5-Year 16.55%
10-Year 11.95%

Performance & Risk

YTD Return -4.43%
5y Average Return 17.44%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Needham
Net Assets 669.9M
YTD Return -11.76%
Yield 0.00%
Morningstar Rating
Inception Date Sep 04, 2001

Fund Summary

Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.

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