Needham Aggressive Growth Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0.7 | 1.91 | 6.52 | 4.17 | 0 |
2002 | -1.69 | -2.45 | 4.83 | -1.59 | -2.16 | -7.73 | -5.78 | -0.85 | -5.23 | 3.83 | 6.94 | -7.81 | -19.1 |
2003 | -1.65 | -2.68 | 1.72 | 5.31 | 7.3 | 1.5 | 5.02 | 3 | -1 | 3.5 | 2.31 | 0 | 26.6 |
2004 | 3.65 | 0.5 | -0.67 | -2.69 | 0 | 1.98 | -6.51 | -0.09 | 1.18 | 2.24 | 4.73 | 7.44 | 11.6 |
2005 | -4.44 | 0.16 | -0.16 | -4.32 | 4.94 | 3 | 5.51 | -0.82 | 3.61 | -3.56 | 4.91 | 1.18 | 9.7 |
2006 | 5.17 | 0.69 | 1.31 | 0.81 | -4.78 | -0.21 | -4.39 | 2.52 | 1.95 | 4.11 | 4.16 | 0.87 | 12.3 |
2007 | 2.29 | -0.42 | 3.52 | 2.24 | 3.32 | 1.09 | -1.02 | 1.35 | 2.54 | 3.46 | -3 | -0.63 | 15.5 |
2008 | -9.55 | -3.05 | -1.53 | 7.78 | 3.5 | -10.13 | 3.27 | 4.43 | -8.48 | -13.16 | -5.85 | 3.96 | -27.4 |
2009 | -7.83 | -4.71 | 6.63 | 13.9 | 2.58 | 2.61 | 4.52 | 1.26 | 6.59 | -4.51 | 2.41 | 5.9 | 31.2 |
2010 | -3.31 | 4.93 | 9 | 2.19 | -5.43 | -4.99 | 4.3 | -3.74 | 18.7 | 3.87 | 3.08 | 7.6 | 39.4 |
2011 | 1.63 | 1.89 | 1.41 | 1.56 | -2.08 | -2.51 | -9.74 | -10.1 | -9.96 | 18.04 | -3.02 | 1.26 | -13.8 |
2012 | 10.68 | 4.73 | 1.49 | -4.74 | -8.91 | 6.41 | -0.44 | 3.38 | 1.54 | -4.91 | 2.81 | 3.29 | 14.6 |
2013 | 3.37 | -1.63 | 1.48 | 2.8 | 9.52 | 0 | 6.47 | -1.6 | 5.48 | -0.84 | 4.06 | 2.86 | 36.3 |
2014 | -0.88 | 1.42 | -3.16 | -3.08 | 1.54 | 6.77 | -4.36 | 3.65 | -3.87 | 6.7 | 0.83 | 2.17 | 7.2 |
2015 | -2.46 | 7.31 | -0.85 | -2.37 | 2.56 | -1.1 | -2.77 | -7.01 | -4.52 | 3.97 | 1.66 | -1.01 | -7.2 |
2016 | -5.78 | 1.57 | 6.84 | -2.1 | 0.31 | 1.02 | 3.93 | 1.79 | 3.34 | -0.14 | 9.55 | 0.91 | 22.4 |
2017 | -0.58 | 1.35 | 0.85 | 0.84 | -0.22 | -1.05 | 4.39 | -1.19 | 7.39 | 0.76 | 0.23 | -3.91 | 8.8 |
2018 | 0.48 | -1.81 | 0.61 | -2.31 | 8.94 | 0.66 | -0.57 | 2.87 | -5.02 | -10.32 | -0.55 | -8.91 | -16.1 |
2019 | 11.68 | 3.98 | 0.56 | 5.64 | -8.65 | 8.53 | 3.39 | -4.27 | 4.61 | 4.96 | -7.59 | 5.12 | 29.1 |
2020 | 1.57 | 11.94 | 7.26 | 7.83 | 16.6 | -13.63 | -3.62 | 0.37 | -7.32 | -1.19 | 16.01 | -0.47 | 45.1 |
2021 | 4.53 | 3.18 | -0.74 | 8.89 | 1.51 | 6.96 | 0.29 | 2.32 | -0.76 | 7.55 | -1.35 | 0.57 | 28.5 |
2022 | -13.16 | -2.58 | 0.79 | -11.39 | -1.01 | -8.47 | 13.65 | -1.55 | -9.4 | 4.58 | 4.96 | -4.85 | -27.5 |
2023 | 9.93 | 0.87 | -1.66 | -6.86 | 14.27 | 9.7 | 7.24 | -5.38 | -3.37 | -6.98 | 8.58 | 9.17 | 37.7 |
2024 | 2.5 | 10.7 |