NEAGX - Needham Aggressive Growth Fund Retail Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.40%
5-Year Average Return5.00%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)39.42%
Worst 1 Yr Total Return (Feb 3, 2019)-27.60%
Best 3-Yr Total Return39.42%
Worst 3-Yr Total Return-2.08%

Trailing Returns (%) Vs. Benchmarks

ReturnNEAGXCategory
YTD21.06%18.37%
1-Month-4.27%-4.08%
3-Month7.42%3.98%
1-Year-6.28%-7.91%
3-Year8.06%12.43%
5-Year5.86%8.93%
10-Year10.82%13.18%
Last Bull Market29.90%27.95%
Last Bear Market-30.25%-24.16%

Annual Total Return (%) History

Year
NEAGXCategory
2019
N/AN/A
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
N/A-8.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201916.79%4.72%N/AN/A
2018-0.74%7.12%-2.85%-18.49%
20171.62%-0.44%10.78%-2.98%
20162.25%-0.80%9.32%10.19%
20153.78%-0.98%-13.67%4.73%
2014-2.65%5.08%-4.70%9.94%
20133.19%12.59%10.51%6.14%
201217.63%-7.67%4.50%0.98%
20115.02%-3.06%-26.93%15.92%
201010.58%-8.18%19.17%15.22%
2009-6.35%19.89%12.82%3.56%
2008-13.65%0.25%-1.31%-15.26%
20075.44%6.79%2.86%-0.22%
20067.28%-4.21%-0.07%9.27%
2005-4.44%3.42%8.43%2.37%
20043.48%-0.76%-5.50%15.04%
2003-2.64%14.69%7.09%5.89%
20020.53%-11.16%-11.47%4.78%
200113.09%N/AN/AN/A

Rank In Category (By Total Return)

YTD36
1-Month57
3-Month8
1-Year42
3-Year81
5-Year85

Load Adjusted Returns

1-Year-6.28%
3-Year8.06%
5-Year5.86%
10-Year10.82%