Nasdaq - Delayed Quote • USD
Oberweis Small-Cap Opportunities (OBSOX)
At close: 5:28 PM EDT
Fund Summary
The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization of less than $5 billion or with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 63.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 4.25% |
| 5y Average Return | 16.27% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OBSOX | Category Average | OBSOX | Category Average | OBSOX | Category Average | |
| Alpha | 0.2 | -0.02 | 2.17 | 0.01 | -0.7 | -0.02 |
| BETA | 1.1 | 0.01 | 1.12 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 1.13 | 0.02 | 1.63 | 0.02 | 1.19 | 0.01 |
| R-squared | 75.7 | 0.78 | 75.99 | 0.73 | 69.94 | 0.73 |
| Standard Deviation | 22.2 | 0.26 | 23.5 | 0.21 | 20.58 | 0.19 |
| Sharpe Ratio | 0.48 | 0.01 | 0.74 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 8.04 | 0.15 | 14.31 | 0.17 | 10.06 | 0.11 |
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