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OBEGX: OBERWEIS EMERGING GROWTH FUND OBERWEIS EMERGING GROWTH FUND (MUTUAL FUND)
Basic Info 38.79 1.55(3.84%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 02/03/1993 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 13.20% |
| Expenses | 1.52% |
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Performance Analytics (As of 06/05/2026)
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 23.4 | 41.1 | 18.5 | 5.8 | 11.5 | 9.7 | 7.3 | 7.7 | 19.3 | 10.7 | 6.4 | -26.8 | 20.8 | 55.7 | 25.7 | -25.6 | 33.4 | -1.5 | 10.3 | -8.8 | 56.7 | 8.1 | -11.6 | 26.8 | 51.9 | -57.0 | 6.8 | 4.9 | 2.8 | 6.3 | 67.7 | -24.2 | 0.5 | -12.8 | 53.2 | -3.2 | -9.3 | 23.3 | 42.7 | -3.5 | 3.5 |
| Sharpe Ratio | NA | 2.46 | 1.84 | 0.73 | 0.14 | 0.43 | NA | NA | 0.24 | 0.73 | 0.38 | 0.15 | -0.87 | 0.93 | 1.57 | 1.52 | -1.35 | 2.8 | -0.1 | 0.57 | -0.38 | 3.3 | 0.39 | -0.31 | 1.07 | 1.69 | -1.33 | 0.17 | 0.08 | 0.03 | 0.23 | 2.8 | -0.92 | -0.07 | -0.41 | 2.02 | -0.21 | -0.51 | 0.89 | 2.44 | -0.39 | 0.11 |
| Draw Down(%) | NA | 11.2 | 11.2 | 25.4 | 39.7 | 41.5 | NA | NA | 71.4 | 22.5 | 12.9 | 19.8 | 36.7 | 13.5 | 38.7 | 9.6 | 34.2 | 5.2 | 20.7 | 15.6 | 24.9 | 7.4 | 16.2 | 36.9 | 14.2 | 20.1 | 67.0 | 17.3 | 23.1 | 17.7 | 30.2 | 18.8 | 42.0 | 34.1 | 44.2 | 14.8 | 50.0 | 30.4 | 28.0 | 11.6 | 25.9 | 14.1 |
| Standard Deviation(%) | NA | 24.7 | 20.9 | 20.8 | 23.3 | 22.8 | NA | NA | 25.1 | 22.7 | 18.9 | 17.9 | 32.4 | 22.4 | 35.1 | 15.9 | 20.1 | 11.7 | 18.0 | 17.9 | 23.2 | 17.2 | 20.7 | 37.8 | 25.0 | 30.6 | 43.5 | 21.8 | 19.6 | 17.7 | 23.6 | 24.0 | 27.5 | 30.3 | 41.7 | 24.6 | 31.3 | 25.2 | 21.8 | 15.9 | 17.0 | 15.8 |
| Treynor Ratio | NA | 0.65 | 0.42 | 0.18 | 0.04 | 0.11 | NA | NA | 0.06 | 0.19 | 0.08 | 0.03 | -0.3 | 0.22 | 0.64 | 0.26 | -0.29 | 0.38 | -0.02 | 0.11 | -0.06 | 0.54 | 0.07 | -0.1 | 0.27 | 0.59 | -0.59 | 0.03 | 0.01 | 0.0 | 0.04 | 0.63 | -0.25 | -0.02 | -0.17 | 0.42 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.09 | 0.05 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.04 | -0.01 | -0.04 | 0.0 | 0.06 | 0.07 | -0.01 | -0.09 | 0.05 | -0.04 | 0.05 | -0.05 | 0.04 | -0.04 | -0.04 | -0.01 | 0.04 | -0.14 | -0.01 | -0.03 | -0.02 | -0.04 | 0.06 | -0.04 | 0.01 | -0.03 | 0.09 | 0.0 | NA | NA | NA | NA | NA |
| Beta | NA | 0.94 | 0.91 | 0.86 | 0.88 | 0.89 | NA | NA | 0.99 | 0.85 | 0.86 | 0.79 | 0.93 | 0.93 | 0.86 | 0.92 | 0.94 | 0.87 | 0.9 | 0.96 | 1.37 | 1.06 | 1.12 | 1.14 | 1.0 | 0.87 | 0.98 | 1.11 | 1.09 | 1.1 | 1.2 | 1.06 | 1.02 | 1.07 | 1.03 | 1.19 | 1.19 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.74 | 0.75 | 0.77 | 0.8 | 0.81 | NA | NA | 0.75 | 0.81 | 0.73 | 0.75 | 0.88 | 0.75 | 0.87 | 0.83 | 0.81 | 0.58 | 0.76 | 0.73 | 0.87 | 0.79 | 0.86 | 0.96 | 0.92 | 0.88 | 0.94 | 0.86 | 0.89 | 0.85 | 0.88 | 0.74 | 0.85 | 0.79 | 0.78 | 0.57 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.3 | 0.0 | 0.0 | 1.9 | 24.2 | 8.5 | 0.0 | 4.6 | 15.7 | 1.1 | 14.0 | 7.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 12.2 | 3.7 | 6.4 | 2.8 | 0.0 | 0.0 | 0.0 | 36.1 | 0.0 | 4.5 | 14.3 | 9.0 | 6.7 | 0.0 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -92.5 | 318.0 | N/A | -100.0 | -65.2 | 1304.1 | -92.4 | 46.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -88.6 | 234.3 | -43.3 | 129.6 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -75.1 | 75.8 | 85.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/1987
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