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Needham Aggressive Growth Fund - Retail Class: (MF: NEAGX)

(NASDAQ Mutual Funds) As of Oct 1, 2026 05:27 PM ET

$73.23 USD

+1.32 (1.84%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 21.07 7
3 months -20.82 99
6 months 2.13 82
1 Year 30.45 10
3 Year 23.10 23
5 Year 14.64 8
10 Year 18.48 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) 1,534.74

Load Adjusted Returns as of Aug 31, 2026

1 Year 89.22
5 Year 22.72
10 Year 22.97
Since Inception 14.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 11.91 48.24 NA NA
2025 -12.49 26.75 10.62 3.09
2024 18.58 -1.89 -0.78 -0.96
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 21.0726.4914.3037.65-27.5337.5451.3743.95-15.818.7122.19
% Total Return Rel to Index 23.068.27-10.7111.40-9.328.8532.9612.46-11.42-13.0810.25
% Total Return Rel to Peer 27.5614.50-7.7011.52-2.6622.7025.5818.74-11.39-10.5218.68
% Perf Quintile vs Peer* 1.001.004.002.003.001.001.001.005.005.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.220.000.000.002.881.232.322.791.191.50
Expense Ratio 0.001.631.671.781.851.861.951.951.951.951.95

* 1 = Top 20%, 5 = Bottom 20%