Needham Aggressive Financial Statements From 2010 to 2025
| NEAIX Fund | USD 44.85 0.77 1.69% |
Check Needham Aggressive financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Needham Aggressive's main balance sheet or income statement drivers, such as , as well as many indicators such as . Needham financial statements analysis is a perfect complement when working with Needham Aggressive Valuation or Volatility modules.
Needham |
Needham Aggressive Growth Mutual Fund Year To Date Return Analysis
Needham Aggressive's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Needham Aggressive Year To Date Return | 3.03 % |
Most of Needham Aggressive's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Needham Aggressive Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Needham Aggressive Growth has a Year To Date Return of 3.0303%. This is much higher than that of the Needham family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Needham Aggressive Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Needham Aggressive's current stock value. Our valuation model uses many indicators to compare Needham Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Needham Aggressive competition to find correlations between indicators driving Needham Aggressive's intrinsic value. More Info.Needham Aggressive Growth is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Needham Aggressive's earnings, one of the primary drivers of an investment's value.About Needham Aggressive Financial Statements
Needham Aggressive investors use historical fundamental indicators, such as Needham Aggressive's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Needham Aggressive. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund invests at least 65 percent of its total assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Needham Mutual Fund
Needham Aggressive financial ratios help investors to determine whether Needham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Needham with respect to the benefits of owning Needham Aggressive security.
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