Needham Aggressive Growth Fund

  • Retail Share: NEAGX | Institutional Share: NEAIX
    Assets (12/31/16): $59M | Inception Date: 9/4/01

Performance as of 12/31/2016

Comparative Performance (as percentage)
   4th Quarter 1 Year 3 Years 5 Years 10 Years Since Inception
Needham Aggressive Growth Fund 10.19% 22.18% 6.76% 13.70% 9.63% 9.57%
After Taxes on Distributions 8.42% 20.23% 5.03% 12.59% 8.70% 8.77%
After Taxes on Distributions & Redemptions 7.05% 13.98% 5.04% 10.87% 7.78% 7.96%
S&P 500 TR† 3.82% 11.96% 8.87% 14.66% 6.95% 6.67%
NASDAQ Composite Index†† 1.69% 8.97% 10.24% 17.19% 9.60% 8.52%
Russell 2000 Total Return Index††† 8.83% 21.31% 6.74% 14.46% 7.07% 8.66%

The Needham Aggressive Growth Fund inception date is 9/04/01. Performance data quoted represents past performance and does not guarantee future results. Figures include changes in principal value, reinvested dividends and capital gains distributions. Investment return and principal value will vary, and shares may be worth more or less at redemption than at original purchase. Current performance may be lower or higher than the performance data quoted. Please visit www. needhamfunds.com or call 1-800-625-7071 for the most current month-end performance data.

Growth of $10,000 Investment

An initial investment of $10,000 as of September 4, 2001 (inception) would be worth $40,595 as of December 31, 2016.

NEAGX Q3 2013 Chart
Average annual return since inception 9/4/01 – 12/31/16   9.57%
Total return for the 12 months ended 12/31/16   22.18%
Total return for the quarter ended 12/31/16   10.19%

The chart illustrates the performance of a hypothetical $10,000 investment made in the Fund since the fund's inception. Assumes reinvestment of dividends and capital gains, but does not reflect the effect of redemption fees. This chart does not imply any future performance.
† S&P 500 Index is a broad unmanaged measure of the U.S. stock market.
†† NASDAQ Composite Index is a broad-based capitalization-weighted index of all NASDAQ Global Market and Small Cap stocks
††† Russell 2000 Index is a broad unmanaged index comprised of the smallest 2,000 companies in the Russell 3000 Index.