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Needham Small Cap Growth Institutional (NESIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.91+0.54 (+3.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.95%
5-year average return13.79%
Number of years up5
Number of years down2
Best 1-yr total return (23 Jan 2024)72.51%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return72.51%
Worst 3-yr total return-6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESIXCategory
YTD5.85%12.40%
1-month16.58%3.37%
3-month14.73%4.88%
1-year5.85%55.69%
3-year-6.02%19.34%
5-year17.33%20.72%
10-year11.14%13.98%
Last bull market64.17%27.85%
Last bear market-26.03%-24.06%

Annual total return (%) history

Year
NESIXCategory
2023
5.85%N/A
2022
-29.82%N/A
2021
11.74%N/A
2020
72.51%38.62%
2019
55.31%27.68%
2018
-4.58%-5.76%
2017
12.48%21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.67%-2.83%-10.15%14.73%
2022-11.39%-26.03%-2.57%9.90%
20217.62%11.68%-3.53%-3.63%
2020-14.87%34.92%9.99%36.55%
201916.47%11.07%3.26%16.27%
20180.70%4.41%8.14%-16.07%
20171.64%5.55%6.05%-1.13%

Rank in category (by total return)

YTD96
1-month2
3-month10
1-year96
3-year74
5-year3

Load adjusted returns

1-year5.85%
3-year-6.02%
5-year17.33%
10-year11.14%