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OBCHX: OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 11.93 0.73(5.77%) June 05
| Asset Class: | China Region |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 10/06/2005 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.24% |
| Expenses | 2.05% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.9 | 24.1 | 49.0 | 24.4 | -6.6 | 4.8 | 3.8 | 6.1 | 8.5 | 39.5 | 5.0 | -7.7 | -38.0 | -33.4 | 40.2 | 36.3 | -25.9 | 55.0 | -9.2 | -2.1 | -6.2 | 59.6 | 27.8 | -39.1 | 17.7 | 131.5 | -64.3 | 59.3 | 81.2 | 10.5 |
| Sharpe Ratio | NA | 3.98 | 2.73 | 1.0 | -0.25 | 0.14 | NA | NA | 0.27 | 1.43 | -0.07 | -0.52 | -1.2 | -0.76 | 1.21 | 1.85 | -1.07 | 3.74 | -0.54 | -0.08 | -0.28 | 3.11 | 1.53 | -1.29 | 0.77 | 4.75 | -1.47 | 2.29 | 4.86 | 4.29 |
| Draw Down(%) | NA | 8.1 | 9.6 | 23.9 | 66.4 | 71.6 | NA | NA | 74.0 | 23.9 | 18.1 | 25.0 | 46.8 | 47.1 | 20.5 | 15.2 | 36.1 | 10.2 | 18.7 | 33.8 | 23.6 | 11.5 | 17.6 | 47.1 | 19.0 | 12.2 | 71.5 | 19.0 | 18.3 | 6.3 |
| Standard Deviation(%) | NA | 23.8 | 22.1 | 24.8 | 30.9 | 27.6 | NA | NA | 26.8 | 28.4 | 23.9 | 22.9 | 32.9 | 43.9 | 32.9 | 18.9 | 25.6 | 14.6 | 17.6 | 27.2 | 22.4 | 19.1 | 18.4 | 30.3 | 22.7 | 27.7 | 44.3 | 24.7 | 16.1 | 11.7 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 5.51 | NA | NA | 10.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.37 | 31.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | NA | NA | NA | NA | 0.03 | NA | NA | 0.04 | NA | NA | NA | NA | NA | NA | 0.13 | -0.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | NA | NA | NA | NA | 0.01 | NA | NA | 0.01 | NA | NA | NA | NA | NA | NA | 0.05 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 2.3 | 0.4 | 0.0 | 0.0 | 0.0 | 4.5 | 14.8 | 9.1 | 0.8 | 9.6 | 11.6 | 7.9 | 0.0 | 8.8 | 20.1 | 1.5 | 9.6 | 10.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -34.9 | 396.7 | N/A | N/A | N/A | -100.0 | -83.0 | 144.3 | 1022.5 | -93.4 | -32.0 | 120.5 | N/A | -100.0 | -58.9 | 2937.3 | -95.7 | 35.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2005
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See China Region Asset Class Trend Rankings |
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