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Needham Small Cap Growth Retail (NESGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.220.00 (0.00%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up15
Number of years down6
Best 1-yr total return (16 May 2024)71.35%
Worst 1-yr total return (16 May 2024)N/A

Risk statistics

3 years
NESGXCategory average
5 years
NESGXCategory average
10 years
NESGXCategory average
Alpha
-17.14-0.02
-1.410.01
-0.92-0.02
BETA
1.10.01
1.090.01
1.070.01
Mean annual return
-0.60.02
1.150.02
1.070.01
R-squared
46.440.78
51.110.73
50.810.73
Standard deviation
28.320.26
28.140.21
22.870.19
Sharpe ratio
-0.370.01
0.410.01
0.490.01
Treynor ratio
-12.540.15
7.550.17
8.60.11