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Needham Growth Institutional (NEEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
69.16-0.86 (-1.23%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return19.24%
5-Year Average Return14.39%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)43.13%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return43.13%
Worst 3-Yr Total Return2.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNEEIXCategory
YTD15.44%10.80%
1-Month-6.47%4.43%
3-Month-8.25%7.00%
1-Year43.72%48.17%
3-Year-0.23%21.26%
5-Year13.82%20.18%
10-Year10.42%14.07%
Last Bull Market60.42%27.14%
Last Bear Market-22.24%-21.26%

Annual Total Return (%) History

Year
NEEIXCategory
2024
N/AN/A
2023
27.30%N/A
2022
-33.34%N/A
2021
28.18%N/A
2020
42.24%39.26%
2019
43.13%32.52%
2018
-9.83%-6.65%
2017
8.88%23.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202428.86%-0.58%-3.66%N/A
20239.01%13.62%-7.92%11.62%
2022-13.94%-22.24%-4.26%4.06%
20217.39%7.44%3.91%6.91%
2020-18.61%30.81%9.14%22.41%
201914.47%9.92%2.19%11.32%
2018-0.90%4.68%1.21%-14.11%
20171.89%2.35%6.98%-2.40%

Rank In Category (By Total Return)

YTD23
1-Month100
3-Month100
1-Year13
3-Year36
5-Year9

Load Adjusted Returns

1-Year43.72%
3-Year-0.23%
5-Year13.82%
10-Year10.42%