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Needham Small Cap Growth Institutional (NESIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.10-0.15 (-0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.31%
5-year average return10.81%
Number of years up5
Number of years down2
Best 1-yr total return (17 Apr 2024)72.51%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return72.51%
Worst 3-yr total return-6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESIXCategory
YTD3.63%12.40%
1-month2.56%3.37%
3-month3.63%4.88%
1-year3.81%55.69%
3-year-7.20%19.34%
5-year14.62%20.72%
10-year11.74%13.98%
Last bull market64.17%27.85%
Last bear market-26.03%-24.06%

Annual total return (%) history

Year
NESIXCategory
2024
N/AN/A
2023
5.85%N/A
2022
-29.82%N/A
2021
11.74%N/A
2020
72.51%38.62%
2019
55.31%27.68%
2018
-4.58%-5.76%
2017
12.48%21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20235.67%-2.83%-10.15%14.73%
2022-11.39%-26.03%-2.57%9.90%
20217.62%11.68%-3.53%-3.63%
2020-14.87%34.92%9.99%36.55%
201916.47%11.07%3.26%16.27%
20180.70%4.41%8.14%-16.07%
20171.64%5.55%6.05%-1.13%

Rank in category (by total return)

YTD88
1-month50
3-month88
1-year99
3-year85
5-year6

Load adjusted returns

1-year3.81%
3-year-7.20%
5-year14.62%
10-year11.74%