# Needham Small Cap Growth Institutional (NESIX)

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

**Price:** USD 29.63 (+1.02% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 29.33 · day 29.63–29.63 · 52w 19.27–41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +27.8% vs S&P 500 +13.4%; 5Y +21.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +27.8% | +21.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +27.9% | +4.0% |
| Volatility (annualized) | 34.6% | 28.6% |
| Max drawdown | -29.1% (Jun 2026→Oct 2026) | -49.5% (Nov 2021→Oct 2023) |

## Peers
NESGX (Needham Small Cap Growth Fund -) USD 27.48 +0.00% · NEAIX (Needham Aggressive Growth Fund ) USD 66.64 +0.00% · NEEIX (Needham Growth Fund - Instituti) USD 84.1 +0.00% · NEAGX (Needham Aggressive Growth Fund ) USD 62.54 -0.00% · RYSAX (Rydex Series Fds, Electronics F) USD 722.93 +0.00%

## More
Full page: https://nexqual.com/NESIX · 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