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Needham Growth Institutional (NEEIX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.24% |
| 5y Average Return | 14.39% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 43.13% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 43.13% |
| Worst 3Y Total Return | 2.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NEEIX
Category
- YTD
- 15.44%
- 10.80%
- 1-Month
- -6.47%
- 4.43%
- 3-Month
- -8.25%
- 7.00%
- 1-Year
- 43.72%
- 48.17%
- 3-Year
- -0.23%
- 21.26%
- 5-Year
- 13.82%
- 20.18%
- 10-Year
- 10.42%
- 14.07%
- Last Bull Market
- 60.42%
- 27.14%
- Last Bear Market
- -22.24%
- -21.26%
Annual Total Return (%) History
Year
NEEIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 28.86% | -0.58% | -3.66% | -- |
| 2023 | 9.01% | 13.62% | -7.92% | 11.62% |
| 2022 | -13.94% | -22.24% | -4.26% | 4.06% |
| 2021 | 7.39% | 7.44% | 3.91% | 6.91% |
| 2020 | -18.61% | 30.81% | 9.14% | 22.41% |
| 2019 | 14.47% | 9.92% | 2.19% | 11.32% |
| 2018 | -0.90% | 4.68% | 1.21% | -14.11% |
| 2017 | 1.89% | 2.35% | 6.98% | -2.40% |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 100 |
| 3-Month | 100 |
| 1-Year | 13 |
| 3-Year | 36 |
| 5-Year | 9 |
Load Adjusted Returns
| 1-Year | 43.72% |
| 3-Year | -0.23% |
| 5-Year | 13.82% |
| 10-Year | 10.42% |
Performance & Risk
| YTD Return | 19.24% |
| 5y Average Return | 14.39% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.35 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Needham |
| Net Assets | 212.54M |
| YTD Return | 15.44% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1996 |
Fund Summary
The fund normally invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.
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