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    Needham Growth (NEEGX)

    48.18 Down 0.37(0.76%) Feb 27

    Performance Overview as of Jan 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-1.52%
    5-Year Average Return:14.55%
    Number of Years Up:15
    Number of Years Down:3
    Best 1 Yr Total Return (2003-12-31):47.34%
    Worst 1 Yr Total Return (2008-12-31):-40.41%
    Best 3-Yr Total Return (N/A):21.46%
    Worst 3-Yr Total Return (N/A):-10.15%
    Load Adjusted Returns 
    1-Year:6.94%
    3-Year:14.24%
    5-Year:14.55%
    10-Year:9.33%
    Trailing Returns (%) vs. Benchmarks 
    ReturnNEEGXCategoryDiffIndex*Diff
    Year To Date-1.52N/AN/AN/AN/A
    1-Month-1.52N/AN/AN/AN/A
    3-Month0.73N/AN/AN/AN/A
    1-Year6.94N/AN/AN/AN/A
    3-Year14.24N/AN/AN/AN/A
    5-Year14.55N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)30.12N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-28.50N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearNEEGXCategoryDiff
    2014
     
    8.98N/AN/A
    2013
     
    34.60N/AN/A
    2012
     
    12.86N/AN/A
    2011
     
    -10.94N/AN/A
    2010
     
    31.37N/AN/A
    2009
     
    46.87N/AN/A
    2008
     
    -40.41N/AN/A
    2007
     
    3.09N/AN/A
    2006
     
    18.05N/AN/A
    2005
     
    14.50N/AN/A
    2004
     
    6.20N/AN/A
    2003
     
    47.34N/AN/A
    2002
     
    -28.29N/AN/A
    2001
     
    12.15N/AN/A
    2000
     
    7.40N/AN/A
    1999
     
    79.72N/AN/A
    1998
     
    19.85N/AN/A
    1997
     
    15.66N/AN/A
    1996N/AN/AN/A
    Past Quarterly Returns (%) for NEEGX 
    Q1Q2Q3Q4
    20140.843.13-3.358.43
    20139.277.046.857.71
    201215.62-7.784.781.03
    20115.27-1.31-25.7915.53
    201010.28-9.2312.2516.92
    2009-4.5922.2318.576.21
    2008-13.701.03-7.51-26.10
    20071.824.18-2.34-0.48
    200610.51-2.184.204.80
    2005-3.502.9311.982.94
    20042.210.87-9.1213.35
    2003-2.6123.6114.227.16
    20021.22-19.31-22.5713.38
    20011.6116.25-20.5419.48
    200022.442.046.11-18.98
    19993.3621.234.8136.85
    19986.873.89-14.3726.06
    19974.976.389.91-5.76
    199612.576.500.57N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date31N/A
    1-Month31N/A
    3-Month37N/A
    6-Month26N/A
    1-Year60N/A
    3-Year57N/A
    5-Year66N/A