Needham Small Cap Growth Fund

  • Retail Share: NESGX | Institutional Share: NESIX
    Assets (12/31/16): $36M | Inception Date: 5/22/02

Performance as of 12/31/2016

Comparative Performance (as percentage)
   4th Quarter 1 Year 3 Years 5 Years 10 Years Since Inception
Needham Small Cap Growth Fund 7.78% 31.26% 6.40% 10.83% 7.36% 10.29%
After Taxes on Distributions 5.68% 28.70% 4.56% 9.67% 6.15% 9.07%
After Taxes on Distributions & Redemptions 5.27% 18.75% 4.62% 8.39% 5.78% 8.59%
S&P 500 TR† 3.82% 11.96% 8.87% 14.66% 6.95% 7.24%
NASDAQ Composite Index†† 1.69% 8.97% 10.24% 17.19% 9.60% 9.54%
Russell 2000 Total Return Index††† 8.83% 21.31% 6.74% 14.46% 7.07% 8.61%

The Needham Small Cap Growth Fund inception date is 5/22/02.