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Needham Small Cap Growth Fund Retail Class (NESGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.62+0.19 (+1.09%)
As of 08:05AM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return15.00%
5-Year Average Return8.85%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)71.35%
Worst 1 Yr Total Return (Feb 3, 2019)-23.42%
Best 3-Yr Total Return71.35%
Worst 3-Yr Total Return1.94%

Trailing Returns (%) Vs. Benchmarks

ReturnNESGXCategory
YTD-11.77%12.40%
1-Month0.94%3.37%
3-Month-13.82%4.88%
1-Year-13.72%55.69%
3-Year28.45%19.34%
5-Year23.71%20.72%
10-Year14.52%13.98%
Last Bull Market22.45%27.85%
Last Bear Market-29.05%-24.06%

Annual Total Return (%) History

Year
NESGXCategory
2021
N/AN/A
2020
71.35%38.62%
2019
54.45%27.68%
2018
-5.13%-5.76%
2017
11.88%21.50%
2016
31.26%11.20%
2015
-8.96%-2.41%
2014
0.80%2.44%
2013
27.91%40.91%
2012
8.53%13.15%
2011
-16.10%-3.55%
2010
36.89%26.98%
2009
41.18%35.46%
2008
-23.42%-41.55%
2007
-2.01%7.59%
2006
8.52%10.81%
2005
2.01%6.02%
2004
10.34%12.41%
2003
62.24%45.54%
2002
N/A-27.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20217.40%11.51%-3.69%N/A
2020-15.01%34.72%9.78%36.32%
201916.37%10.88%3.12%16.07%
20180.57%4.25%8.03%-16.24%
20171.51%5.43%5.88%-1.27%
20167.48%0.90%12.31%7.78%
20156.64%-3.15%-18.11%7.63%
2014-1.79%0.26%-3.70%6.31%
20133.03%7.55%10.27%4.69%
201218.29%-6.01%0.16%-2.55%
20114.71%-4.23%-23.72%9.69%
201010.34%-6.50%15.54%14.84%
2009-3.02%21.00%12.65%6.80%
2008-5.85%2.73%-4.12%-17.42%
20071.96%3.42%-3.64%-3.56%
200610.94%-6.86%1.98%2.98%
2005-6.53%4.04%4.11%0.76%
20042.26%4.65%-10.10%14.70%
2003-7.03%34.72%16.00%11.67%
2002-18.23%36.94%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month15
3-Month34
1-Year57
3-Year1
5-Year4

Load Adjusted Returns

1-Year-7.48%
3-Year32.04%
5-Year22.84%
10-Year15.40%
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