Needham Aggressive Growth Fund Institutional Class (NEAIX)

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The chart shows the growth of an initial investment of $10,000 in Needham Aggressive Growth Fund Institutional Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Needham Aggressive Growth Fund Institutional Class (NEAIX) has returned 7.37% so far this year and 55.63% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2017, NEAIX's average daily return is +0.08%, while the average monthly return is +1.56%. At this rate, your investment would double in approximately 3.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +16.7%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NEAIX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -13.5%.

Needham Aggressive Growth Fund Institutional Class has an annualized alpha of 5.37%, beta of 1.09, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

• This fund captured 120.91% of S&P 500 Index gains but only 97.78% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 5.37% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.09 and R² of 0.68, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

NEAIX has a high expense ratio of 1.20%, indicating above-average management fees.

NEAIX ranks 90 for risk / return — in the top 90% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Needham Aggressive Growth Fund Institutional Class (NEAIX) and compare them to a chosen benchmark (S&P 500 Index).

Needham Aggressive Growth Fund Institutional Class provided a 1.88% dividend yield over the last twelve months, with an annual payout of $1.22 per share.

The table displays the monthly dividend distributions for Needham Aggressive Growth Fund Institutional Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Needham Aggressive Growth Fund Institutional Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Needham Aggressive Growth Fund Institutional Class was 35.93%, occurring on Oct 14, 2022. Recovery took 322 trading sessions.

The current Needham Aggressive Growth Fund Institutional Class drawdown is 11.55%.

The chart below shows the rolling one-month volatility.