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OBSOX: OBERWEIS SMALL-CAP OPPORTUNITIES FUND OBERWEIS SMALL-CAP OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 37.98 1.85(4.64%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 09/26/1996 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 30.4 | 54.2 | 22.7 | 15.7 | 18.5 | 14.7 | 11.4 | 9.9 | 16.8 | 15.2 | 15.8 | -11.3 | 17.8 | 27.4 | 25.1 | -7.1 | 25.6 | 7.3 | 5.2 | -5.4 | 48.8 | 8.2 | -3.9 | 27.7 | 63.5 | -57.8 | 15.0 | 11.9 | 4.9 | 5.1 | 56.0 | -32.7 | -36.8 | -14.0 | 112.7 | 22.4 | 5.5 | 1.3 |
| Sharpe Ratio | NA | 2.7 | 2.0 | 0.82 | 0.52 | 0.68 | NA | NA | 0.3 | 0.52 | 0.45 | 0.58 | -0.4 | 0.55 | 0.69 | 1.31 | -0.39 | 1.77 | 0.37 | 0.29 | -0.26 | 3.03 | 0.46 | -0.11 | 1.07 | 2.01 | -1.27 | 0.56 | 0.42 | 0.15 | 0.19 | 2.58 | -1.15 | -0.91 | -0.35 | 3.43 | 0.59 | 0.08 | 0.1 |
| Draw Down(%) | NA | 11.4 | 11.4 | 27.7 | 28.6 | 42.8 | NA | NA | 80.5 | 26.7 | 11.2 | 18.1 | 26.2 | 21.3 | 42.8 | 11.2 | 28.6 | 6.3 | 19.7 | 14.5 | 20.2 | 6.4 | 14.0 | 28.2 | 18.8 | 17.9 | 66.1 | 18.7 | 20.6 | 14.9 | 28.2 | 11.0 | 43.2 | 52.3 | 46.1 | 14.2 | 43.0 | 21.5 | 8.0 |
| Standard Deviation(%) | NA | 30.8 | 25.8 | 23.7 | 25.1 | 24.9 | NA | NA | 27.9 | 27.1 | 19.1 | 20.0 | 31.6 | 32.5 | 39.3 | 18.1 | 21.4 | 14.2 | 19.2 | 18.2 | 20.6 | 16.1 | 18.0 | 35.5 | 25.7 | 31.5 | 46.0 | 21.6 | 20.5 | 17.7 | 22.3 | 21.4 | 29.5 | 43.7 | 51.1 | 32.0 | 32.4 | 24.0 | 15.8 |
| Treynor Ratio | NA | 0.71 | 0.45 | 0.19 | 0.13 | 0.17 | NA | NA | 0.08 | 0.13 | 0.09 | 0.12 | -0.14 | 0.16 | 0.27 | 0.22 | -0.08 | 0.2 | 0.07 | 0.05 | -0.04 | 0.48 | 0.08 | -0.04 | 0.26 | 0.72 | -0.57 | 0.11 | 0.08 | 0.02 | 0.04 | 0.57 | -0.31 | -0.27 | -0.14 | 0.69 | 0.15 | 0.0 | 0.0 |
| Alpha | NA | 0.12 | 0.07 | 0.02 | 0.04 | 0.03 | NA | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.07 | 0.05 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | 0.03 | -0.04 | 0.03 | -0.03 | -0.01 | -0.01 | 0.07 | -0.13 | 0.02 | 0.0 | -0.02 | -0.04 | 0.04 | -0.08 | -0.16 | -0.02 | 0.21 | 0.1 | NA | NA |
| Beta | NA | 1.17 | 1.15 | 1.04 | 0.99 | 1.02 | NA | NA | 1.08 | 1.08 | 0.97 | 0.94 | 0.92 | 1.1 | 1.0 | 1.09 | 1.06 | 1.24 | 1.05 | 1.08 | 1.25 | 1.02 | 1.0 | 1.07 | 1.04 | 0.88 | 1.02 | 1.09 | 1.15 | 1.1 | 1.14 | 0.98 | 1.09 | 1.49 | 1.28 | 1.6 | 1.25 | NA | NA |
| RSquared | NA | 0.75 | 0.79 | 0.87 | 0.87 | 0.89 | NA | NA | 0.81 | 0.92 | 0.9 | 0.84 | 0.91 | 0.53 | 0.93 | 0.9 | 0.92 | 0.8 | 0.93 | 0.89 | 0.91 | 0.82 | 0.9 | 0.95 | 0.94 | 0.84 | 0.93 | 0.86 | 0.9 | 0.86 | 0.89 | 0.79 | 0.85 | 0.73 | 0.79 | 0.61 | 0.71 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.9 | 0.0 | 0.2 | 26.1 | 5.1 | 3.7 | 20.1 | 7.5 | 4.5 | 11.3 | 10.8 | 7.6 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 18.4 | 19.8 | 0.0 | 3.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -99.3 | 536.8 | 69.3 | -86.9 | 220.1 | 77.1 | -63.3 | -12.0 | 95.5 | N/A | N/A | N/A | N/A | -100.0 | 65.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 79.2 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/1996
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