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Needham Aggressive Growth Fund - Retail Class: (MF: NEAGX)
(NASDAQ Mutual Funds) As of May 13, 2024 08:00 PM ET
$47.40 USD
-0.36 (-0.75%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.36 | 17 |
| 3 months | 8.65 | 3 |
| 6 months | 32.02 | 10 |
| 1 Year | 50.94 | 1 |
| 3 Year | 11.96 | 1 |
| 5 Year | 21.96 | 3 |
| 10 Year | 14.66 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.38 |
| Bear Market (10/07 - 2/09) | -38.66 |
| Bull Market (2/09 - 3/21) | 1,007.30 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 49.69 |
| 5 Year | 24.86 |
| 10 Year | 15.02 |
| Since Inception | 12.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.58 | NA | NA | NA |
| 2023 | 9.04 | 16.75 | -1.95 | 10.27 |
| 2022 | -14.74 | -19.71 | 1.36 | 4.44 |
| 2021 | 7.06 | 10.41 | 1.84 | 14.24 |
| 2020 | -16.44 | 34.85 | 10.06 | 22.05 |
| 2019 | 16.78 | 4.72 | 3.54 | 13.67 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.36 | 37.65 | -27.53 | 37.54 | 51.37 | 43.95 | -15.81 | 8.71 | 22.19 | -7.10 | 7.16 |
| % Total Return Rel to Index | 5.31 | 11.40 | -9.32 | 8.85 | 32.96 | 12.46 | -11.42 | -13.08 | 10.25 | -8.49 | -6.47 |
| % Total Return Rel to Peer | 5.87 | 11.52 | -2.66 | 22.70 | 25.58 | 18.74 | -11.39 | -10.52 | 18.68 | -7.28 | 1.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.88 | 1.23 | 2.32 | 2.79 | 1.19 | 1.50 | 2.32 | 0.71 |
| Expense Ratio | 0.00 | 1.78 | 1.85 | 1.86 | 1.95 | 1.95 | 1.95 | 1.95 | 1.95 | 1.93 | 1.91 |
* 1 = Top 20%, 5 = Bottom 20%