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Needham Aggressive Growth Institutional (NEAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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50.06
-0.06
(-0.12%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
17.73%
5-year average return
24.31%
Number of years up
5
Number of years down
2
Best 1-yr total return (6 May 2024)
52.36%
Worst 1-yr total return (6 May 2024)
N/A
Best 3-yr total return
52.36%
Worst 3-yr total return
10.26%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
NEAIX
Category
YTD
11.57%
12.40%
1-month
-6.04%
3.37%
3-month
8.81%
4.88%
1-year
51.66%
55.69%
3-year
12.64%
19.34%
5-year
22.71%
20.72%
10-year
15.17%
13.98%
Last bull market
40.92%
27.85%
Last bear market
-19.62%
-24.06%
Annual total return (%) history
Year
NEAIX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
18.74%
N/A
N/A
N/A
2023
9.21%
16.84%
-1.84%
10.47%
2022
-14.56%
-19.62%
1.56%
4.63%
2021
7.23%
10.59%
2.02%
14.42%
2020
-16.37%
35.07%
10.27%
22.32%
2019
16.98%
4.85%
3.68%
13.86%
2018
-0.60%
7.28%
-2.71%
-18.41%
2017
1.75%
-0.26%
10.92%
-2.84%
Rank in category (by total return)
YTD
2
1-month
34
3-month
3
1-year
1
3-year
1
5-year
1
Load adjusted returns
1-year
51.66%
3-year
12.64%
5-year
22.71%
10-year
15.17%
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