# Needham Small Cap Growth Retail (NESGX)

> Source: Nexqual · https://nexqual.com/NESGX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Needham Small Cap Growth Retail (NESGX), nexqual.com/NESGX" · informational, not investment advice.

**Price:** USD 27.48 (+1.03% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 27.2 · day 27.48–27.48 · 52w 17.96–38.08 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +27.1% vs S&P 500 +13.4%; 5Y +18.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +27.1% | +18.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +27.1% | +3.5% |
| Volatility (annualized) | 34.6% | 28.6% |
| Max drawdown | -29.3% (Jun 2026→Oct 2026) | -50.0% (Nov 2021→Oct 2023) |

## Peers
NEAGX (Needham Aggressive Growth Fund ) USD 62.54 -0.00% · NEEGX (Needham Growth Fund- Retail Cla) USD 79.29 -0.00% · NESIX (Needham Small Cap Growth Fund -) USD 29.63 +0.00% · OBMCX (Oberweis Micro Cap Portfolio) USD 60.16 +0.00% · JMCGX (Jacob Micro Cap Growth Fund Inv) USD 27.73 +0.00%

## More
Full page: https://nexqual.com/NESGX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt