Needham Small Cap Growth Fund - Retail Class - Seasonality

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Needham Small Cap Growth Fund - Retail Class - Seasonality

Seasonality Charts

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Correlation

Pre-election

83.93%

2015

93.87%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	80%	60%	70%	50%	80%	80%	80%	60%	56%	67%	78%	56%
Average return %	+3.41%	+0.48%	-3.31%	+0.45%	+7.79%	+3.24%	+1.40%	-1.24%	+0.07%	-0.57%	+5.18%	+1.79%
2026	+11.32%	+5.85%	-2.12%	+27.53%	+17.09%	+8.34%	-16.68%	-6.87%	+0.85%	--	--	--
2025	+1.95%	-8.02%	-12.70%	-12.30%	+20.74%	+11.74%	+2.63%	+1.63%	+6.81%	+8.23%	-7.60%	+2.41%
2024	-8.49%	+10.27%	+2.54%	-8.20%	+18.83%	-3.52%	+5.83%	-2.07%	-0.27%	-4.99%	+8.22%	-2.58%
2023	+12.84%	-2.34%	-4.22%	-14.67%	+10.60%	+3.17%	+3.83%	-10.94%	-2.99%	-13.72%	+14.03%	+16.50%
2022	-9.62%	-1.86%	-0.29%	-16.24%	-3.14%	-8.95%	+7.19%	+2.09%	-11.16%	+5.91%	+4.37%	-0.77%
2021	+8.41%	+3.65%	-4.42%	+1.23%	+4.49%	+5.42%	+0.61%	-0.48%	-3.81%	+0.03%	-4.90%	+1.13%
2020	+0.17%	-4.82%	-10.85%	+21.40%	+4.19%	+6.50%	+8.99%	+0.64%	+0.09%	+0.14%	+22.05%	+11.54%
2019	+15.32%	+4.27%	-3.22%	+7.42%	-2.65%	+6.03%	+0.56%	-2.11%	+4.76%	+7.09%	+3.39%	+4.83%
2018	+1.47%	-1.70%	+0.83%	-2.03%	+6.28%	+0.12%	-0.91%	+7.37%	+1.54%	-8.16%	+1.72%	-10.34%
2017	+0.72%	-0.52%	+1.31%	+0.32%	+1.48%	+3.55%	+1.90%	-1.62%	+5.62%	+0.35%	+5.36%	-6.61%

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