Needham Small Cap Fund Price on October 2, 2023

NESGX Fund  USD 18.51  0.70  3.64%   
Below is the normalized historical share price chart for Needham Small Cap extending back to May 22, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Needham Small stands at 18.51, as last reported on the 19th of December, with the highest price reaching 18.51 and the lowest price hitting 18.51 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Needham Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Needham Mutual Fund to be very steady. Needham Small Cap has Sharpe Ratio of 0.0381, which conveys that the entity had a 0.0381% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Needham Small, which you can use to evaluate the volatility of the fund. Please verify Needham Small's Risk Adjusted Performance of 0.0464, downside deviation of 1.4, and Mean Deviation of 1.28 to check out if the risk estimate we provide is consistent with the expected return of 0.0587%.
  
Needham Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.0381

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Estimated Market Risk

 1.54
  actual daily
13
87% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
3
97% of assets perform better
Based on monthly moving average Needham Small is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Needham Small by adding it to a well-diversified portfolio.

Needham Small Valuation on October 2, 2023

It is possible to determine the worth of Needham Small on a given historical date. On October 2, 2023 Needham was worth 14.17 at the beginning of the trading date compared to the closed value of 14.17. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Needham Small mutual fund. Still, in general, we apply an absolute valuation method to find Needham Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Needham Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Needham Small's related companies.
 Open High Low Close Volume
  14.29    14.29    14.29    14.29    1.00  
10/02/2023
  14.17    14.17    14.17    14.17    1.00  
  13.89    13.89    13.89    13.89    1.00  
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Open Value
14.17
14.17
Closing Value
18.79
Upside

Needham Small Trading Date Momentum on October 2, 2023

On October 03 2023 Needham Small Cap was traded for  13.89  at the closing time. The highest daily price throughout the period was 13.89  and the lowest price was  13.89 . There was no trading activity during the period 1.0. Lack of trading volume on 10/03/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 1.98% . The trading delta at closing time to current closing price is 3.88% .

Needham Small Cap Fundamentals Correlations and Trends

By evaluating Needham Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Needham Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Needham financial account trend analysis is a perfect complement when working with valuation or volatility modules.

About Needham Small Mutual Fund history

Needham Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Needham is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Needham Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Needham Small stock prices may prove useful in developing a viable investing in Needham Small
Under normal conditions, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding 8 billion.

Needham Small Mutual Fund Technical Analysis

Needham Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
A focus of Needham Small technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Needham Small trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Price Boundaries

Needham Small Period Price Range

Low
December 19, 2024
0.00  NaN%
High

 0.00 

     

 0.00 

Needham Small Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.

Needham Small December 19, 2024 Market Strength

Market strength indicators help investors to evaluate how Needham Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Needham Small shares will generate the highest return on investment. By undertsting and applying Needham Small mutual fund market strength indicators, traders can identify Needham Small Cap entry and exit signals to maximize returns

Needham Small Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Needham Small's price direction in advance. Along with the technical and fundamental analysis of Needham Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Needham to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.

Other Information on Investing in Needham Mutual Fund

Needham Small 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 Small security.
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