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Needham Growth Fund- Retail Class: (MF: NEEGX)

(NASDAQ Mutual Funds) As of Oct 30, 2026 05:05 PM ET

$80.04 USD

-3.32 (-3.98%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 44.20 1
3 months -12.77 99
6 months 24.66 5
1 Year 51.56 1
3 Year 26.17 5
5 Year 10.11 45
10 Year 14.63 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 154.94
Bear Market (10/07 - 2/09) -48.91
Bull Market (2/09 - 3/21) 1,017.39

Load Adjusted Returns as of Sep 30, 2026

1 Year 51.56
5 Year 10.10
10 Year 14.63
Since Inception 11.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 15.67 42.92 -12.77 NA
2025 -16.15 13.11 9.41 5.09
2024 28.75 -0.64 -3.80 -6.94
2023 8.91 13.49 -7.99 11.53
2022 -14.03 -22.34 -4.41 3.95
2021 7.30 7.32 3.80 6.81

Annual Return

20262025202420232022202120202019201820172016
% Total Return 44.209.0614.5126.84-33.6627.6841.5842.31-10.268.3210.57
% Total Return Rel to Index 31.46-9.16-10.500.60-15.46-0.9923.1810.82-5.87-13.47-1.36
% Total Return Rel to Peer 34.89-3.65-4.883.84-13.965.6221.6613.89-3.40-12.352.75
% Perf Quintile vs Peer* 1.004.004.002.005.002.001.001.004.005.002.00
% 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 ($) 0.004.672.390.000.774.633.204.755.884.161.83
Expense Ratio 1.621.701.691.781.851.781.851.951.921.901.84

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