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Needham Small Cap Growth Retail (NESGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.49+0.05 (+0.27%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.58%
5-year average return14.41%
Number of years up15
Number of years down6
Best 1-yr total return (29 May 2024)71.35%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return71.35%
Worst 3-yr total return-6.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESGXCategory
YTD-5.01%12.40%
1-month-8.20%3.37%
3-month3.80%4.88%
1-year11.46%55.69%
3-year-10.63%19.34%
5-year10.44%20.72%
10-year10.73%13.98%
Last bull market37.47%27.85%
Last bear market-26.13%-24.06%

Annual total return (%) history

Year
NESGXCategory
2024
N/AN/A
2023
5.68%N/A
2022
-30.33%N/A
2021
10.98%N/A
2020
71.35%38.62%
2019
54.45%27.68%
2018
-5.13%-5.76%
2017
11.88%21.50%
2016
31.26%11.20%
2015
-8.96%-2.41%
2014
0.80%2.44%
2013
27.91%40.91%
2012
8.53%13.15%
2011
-16.10%-3.55%
2010
36.89%26.98%
2009
41.18%35.46%
2008
-23.42%-41.55%
2007
-2.01%7.59%
2006
8.52%10.81%
2005
2.01%6.02%
2004
10.34%12.41%
2003
62.24%45.54%
2002
N/A-27.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.48%N/AN/AN/A
20235.55%-2.63%-10.30%14.63%
2022-11.56%-26.13%-2.77%9.68%
20217.40%11.51%-3.69%-3.79%
2020-15.01%34.72%9.78%36.32%
201916.37%10.88%3.12%16.07%
20180.57%4.25%8.03%-16.24%
20171.51%5.43%5.88%-1.27%
20167.48%0.90%12.31%7.78%
20156.64%-3.15%-18.11%7.63%
2014-1.79%0.26%-3.70%6.31%
20133.03%7.55%10.27%4.69%
201218.29%-6.01%0.16%-2.55%
20114.71%-4.23%-23.72%9.69%
201010.34%-6.50%15.54%14.84%
2009-3.02%21.00%12.65%6.80%
2008-5.85%2.73%-4.12%-17.42%
20071.96%3.42%-3.64%-3.56%
200610.94%-6.86%1.98%2.98%
2005-6.53%4.04%4.11%0.76%
20042.26%4.65%-10.10%14.70%
2003-7.03%34.72%16.00%11.67%
2002-18.23%36.94%N/AN/A

Rank in category (by total return)

YTD95
1-month90
3-month31
1-year52
3-year85
5-year11

Load adjusted returns

1-year11.46%
3-year-10.63%
5-year10.44%
10-year10.73%