Needham Aggressive Growth Retail (NEAGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:05AM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return16.56%
5-year average return23.00%
Number of years up16
Number of years down6
Best 1-yr total return (2 July 2024)51.39%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return51.39%
Worst 3-yr total return3.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnNEAGXCategory
YTD16.33%12.40%
1-month-2.59%3.37%
3-month-1.90%4.88%
1-year25.78%55.69%
3-year10.53%19.34%
5-year23.25%20.72%
10-year14.24%13.98%
Last bull market40.57%27.85%
Last bear market-19.72%-24.06%
Annual total return (%) history
YearNEAGXCategory
2024N/AN/A
202337.65%N/A
2022-27.53%N/A
202137.54%N/A
202051.39%38.62%
201943.93%27.68%
2018-15.80%-5.76%
20178.73%21.50%
201622.18%11.20%
2015-7.09%-2.41%
20147.18%2.44%
201336.26%40.91%
201214.61%13.15%
2011-13.77%-3.55%
201039.42%26.98%
200931.18%35.46%
2008-27.60%-41.55%
200715.58%7.59%
200612.22%10.81%
20059.70%6.02%
200411.64%12.41%
200326.62%45.54%
2002-17.15%-27.88%
2001N/A-8.91%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202418.58%-1.90%N/AN/A
20239.05%16.75%-1.95%10.27%
2022-14.74%-19.72%1.37%4.44%
20217.06%10.41%1.85%14.24%
2020-16.44%34.85%10.07%22.06%
201916.79%4.72%3.54%13.66%
2018-0.74%7.12%-2.85%-18.49%
20171.62%-0.44%10.78%-2.98%
20162.25%-0.80%9.32%10.19%
20153.78%-0.98%-13.67%4.73%
2014-2.65%5.08%-4.70%9.94%
20133.19%12.59%10.51%6.14%
201217.63%-7.67%4.50%0.98%
20115.02%-3.06%-26.93%15.92%
201010.58%-8.18%19.17%15.22%
2009-6.35%19.89%12.82%3.56%
2008-13.65%0.25%-1.31%-15.26%
20075.44%6.79%2.86%-0.22%
20067.28%-4.21%-0.07%9.27%
2005-4.44%3.42%8.43%2.37%
20043.48%-0.76%-5.50%15.04%
2003-2.64%14.69%7.09%5.89%
20020.53%-11.16%-11.47%4.78%
200113.09%N/AN/AN/A
Rank in category (by total return)
YTD6
1-month96
3-month37
1-year3
3-year1
5-year1
Load adjusted returns
1-year25.78%
3-year10.53%
5-year23.25%
10-year14.24%
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