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Needham Growth Institutional (NEEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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74.06-0.14 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return28.51%
5-year average return18.95%
Number of years up5
Number of years down2
Best 1-yr total return (16 May 2024)43.13%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return43.13%
Worst 3-yr total return2.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEEIXCategory
YTD19.80%10.80%
1-month-7.03%4.43%
3-month13.42%7.00%
1-year50.55%48.17%
3-year6.40%21.26%
5-year16.88%20.18%
10-year11.83%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%N/AN/AN/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)

YTD1
1-month76
3-month3
1-year1
3-year2
5-year1

Load adjusted returns

1-year50.55%
3-year6.40%
5-year16.88%
10-year11.83%