Nasdaq - Delayed Quote USD

Oberweis International Opps Inv (OBIOX)

17.94 -0.07 (-0.39%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.99%
5y Average Return 2.70%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 62.86%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 62.86%
Worst 3Y Total Return -12.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OBIOX
Category
YTD
6.49%
7.70%
1-Month
3.81%
0.28%
3-Month
6.49%
7.17%
1-Year
6.22%
42.00%
3-Year
-10.36%
13.14%
5-Year
4.32%
14.91%
10-Year
4.44%
9.64%
Last Bull Market
36.54%
19.05%
Last Bear Market
-22.99%
-21.47%

Annual Total Return (%) History

Year
OBIOX
Category
2024
--
--
2023
4.89%
--
2022
-37.06%
--
2021
1.52%
--
2020
62.86%
28.40%
2019
22.85%
27.78%
2018
-24.73%
-18.34%
2017
40.77%
36.19%

2016
-5.28%
-2.98%
2015
15.14%
7.05%
2014
-4.58%
-5.40%
2013
55.01%
26.61%
2012
32.96%
22.20%
2011
-14.50%
-14.72%
2010
30.37%
23.04%
2009
61.04%
49.24%
2008
-60.50%
-49.02%
2007
--
12.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.49% -- -- --
2023 5.16% -1.54% -6.43% 8.27%
2022 -17.77% -22.99% -12.40% 13.47%
2021 -0.92% 7.14% -0.60% -3.79%
2020 -24.96% 48.70% 18.40% 23.27%
2019 15.62% 3.13% -4.56% 7.95%
2018 1.41% -1.24% -2.82% -22.67%
2017 10.60% 8.55% 9.12% 7.45%
2016 -1.50% 0.86% 3.73% -8.08%
2015 7.06% 5.03% -4.41% 7.12%

2014 1.95% 3.13% -6.89% -2.52%
2013 14.29% 5.77% 13.83% 12.66%
2012 18.38% -9.28% 13.77% 8.82%
2011 1.89% 4.48% -23.71% 5.27%
2010 3.46% -9.91% 25.00% 11.91%
2009 -4.85% 29.06% 19.88% 9.39%
2008 -12.70% 6.17% -29.76% -39.32%
2007 19.53% 11.81% -1.40% --

Rank in Category (By Total Return)

YTD 20
1-Month 10
3-Month 20
1-Year 74
3-Year 93
5-Year 56

Load Adjusted Returns

1-Year 6.22%
3-Year -10.36%
5-Year 4.32%
10-Year 4.44%

Performance & Risk

YTD Return 2.99%
5y Average Return 2.70%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family Oberweis
Net Assets 351.03M
YTD Return 6.49%
Yield 0.40%
Morningstar Rating
Inception Date Mar 10, 2014

Fund Summary

The fund invests normally at least 80% of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include (1) equity securities of companies that are organized under other than U.S. law or that are primarily traded on an exchange or over-the-counter outside of the United States; or (2) equity securities of companies that have at least 50% of their assets outside of the United States or that derive at least 50% of their revenues from business activities outside of the United States.

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