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OBIOX: OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 25.29 0.82(3.14%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 02/06/2007 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.20% |
| Expenses | 1.60% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.7 | 5.7 | 13.4 | 15.4 | -1.4 | 7.1 | 9.0 | 8.4 | 30.7 | 7.5 | 4.9 | -37.1 | 1.4 | 62.9 | 22.9 | -24.7 | 40.9 | -5.3 | 15.1 | -4.6 | 55.0 | 33.0 | -14.5 | 30.4 | 61.0 | -60.5 | 40.3 |
| Sharpe Ratio | NA | 1.22 | 1.17 | 0.91 | -0.15 | 0.31 | NA | 0.34 | 1.63 | 0.28 | 0.09 | -1.3 | 0.07 | 1.85 | 1.76 | -1.53 | 4.94 | -0.35 | 1.1 | -0.37 | 4.3 | 2.08 | -0.53 | 1.25 | 2.05 | -1.53 | 1.76 |
| Draw Down(%) | NA | 15.6 | 15.6 | 17.5 | 51.5 | 51.5 | NA | 71.2 | 14.4 | 9.8 | 18.9 | 44.8 | 16.8 | 40.3 | 11.1 | 33.2 | 3.9 | 14.0 | 10.0 | 14.7 | 10.2 | 16.5 | 28.7 | 20.8 | 18.4 | 64.8 | 18.7 |
| Standard Deviation(%) | NA | 21.7 | 16.7 | 16.3 | 19.8 | 19.9 | NA | 21.9 | 17.1 | 14.2 | 14.2 | 29.8 | 19.7 | 33.7 | 12.1 | 17.1 | 8.2 | 15.9 | 13.8 | 12.3 | 12.8 | 16.0 | 27.2 | 24.2 | 29.8 | 40.1 | 24.2 |
| Treynor Ratio | NA | 0.35 | 0.29 | 0.22 | -0.04 | 0.08 | NA | 0.09 | 0.43 | 0.06 | 0.02 | -0.47 | 0.02 | 0.68 | 0.31 | -0.34 | 0.66 | -0.08 | 0.22 | -0.06 | 0.78 | 0.41 | -0.17 | 0.29 | 0.65 | -0.74 | 0.41 |
| Alpha | NA | 0.07 | 0.05 | 0.03 | -0.01 | 0.0 | NA | 0.01 | 0.06 | 0.0 | -0.02 | -0.06 | 0.01 | 0.03 | 0.01 | -0.07 | 0.05 | -0.03 | 0.06 | 0.0 | 0.12 | 0.06 | -0.01 | 0.05 | 0.06 | -0.17 | 0.1 |
| Beta | NA | 0.75 | 0.67 | 0.67 | 0.75 | 0.79 | NA | 0.83 | 0.65 | 0.66 | 0.64 | 0.82 | 0.81 | 0.92 | 0.69 | 0.76 | 0.61 | 0.71 | 0.69 | 0.74 | 0.7 | 0.81 | 0.87 | 1.03 | 0.94 | 0.83 | 1.04 |
| RSquared | NA | 0.58 | 0.52 | 0.59 | 0.7 | 0.69 | NA | 0.75 | 0.6 | 0.57 | 0.63 | 0.84 | 0.66 | 0.71 | 0.68 | 0.68 | 0.46 | 0.62 | 0.66 | 0.57 | 0.54 | 0.76 | 0.82 | 0.86 | 0.85 | 0.86 | 0.74 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 1.4 | 0.5 | 0.0 | 17.2 | 0.6 | 1.5 | 12.2 | 14.4 | 0.1 | 0.2 | 0.0 | 2.3 | 2.1 | 1.6 | 0.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.4 | 214.7 | N/A | -100.0 | 4287.2 | -47.7 | -92.4 | 7.4 | 20792.9 | -65.9 | N/A | -100.0 | 43.0 | 12.5 | 119.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2007
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