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Needham Aggressive Growth Fund - Institutional Class: (MF: NEAIX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$49.99 USD
+0.08 (0.16%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -11.58 | 82 |
| 3 months | -14.35 | 84 |
| 6 months | -6.96 | 81 |
| 1 Year | -8.98 | 90 |
| 3 Year | 10.63 | 50 |
| 5 Year | 17.24 | 12 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -15.25 |
| 5 Year | 20.70 |
| 10 Year | NA |
| Since Inception | 13.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.38 | NA | NA | NA |
| 2024 | 18.74 | -1.80 | -0.66 | -0.83 |
| 2023 | 9.20 | 16.83 | -1.83 | 10.47 |
| 2022 | -14.55 | -19.62 | 1.55 | 4.63 |
| 2021 | 7.23 | 10.59 | 2.02 | 14.41 |
| 2020 | -16.37 | 35.07 | 10.27 | 22.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -11.58 | 14.86 | 38.36 | -27.02 | 38.43 | 52.34 | 44.78 | -15.35 | 9.36 |
| % Total Return Rel to Index | -6.67 | -10.15 | 12.12 | -8.81 | 9.75 | 33.93 | 13.29 | -10.96 | -12.43 |
| % Total Return Rel to Peer | -4.38 | -7.15 | 12.23 | -2.15 | 23.60 | 26.55 | 19.57 | -10.94 | -9.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.88 | 1.23 | 2.31 | 2.79 | 1.19 |
| Expense Ratio | 0.00 | 1.18 | 1.18 | 1.18 | 1.18 | 1.32 | 1.40 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%