Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBIIX (OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITUTIONAL FUND OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITU) | 5.83% | 13.61% | 15.66% | -1.24% | 7.31% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBIIX (OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITUTIONAL FUND OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITU) | 03/12/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.77 | 13.61 | 15.66 | -1.24 | 7.31 | NA | NA | … | … | 5.83 | 31.08 | 7.70 | 5.72 | -37.45 | 1.92 | 63.66 | 23.50 | -23.91 | 40.99 | -5.43 | 15.68 | -8.92 |
| Sharpe Ratio | NA | 0.65 | 0.76 | -0.18 | 0.29 | NA | NA | … | … | 0.53 | 1.66 | 0.28 | 0.15 | -1.33 | 0.10 | 1.88 | 1.84 | -1.50 | 5.01 | -0.36 | 1.14 | -0.96 |
| Standard Deviation(%) | NA | 16.84 | 16.38 | 19.68 | 19.82 | NA | NA | … | … | 21.88 | 17.09 | 14.31 | 14.14 | 29.33 | 19.69 | 33.55 | 11.96 | 16.88 | 8.09 | 15.76 | 13.71 | 11.40 |
| Draw Down(%) | NA | 15.67 | 17.08 | 51.22 | 51.22 | NA | NA | … | … | 15.67 | 14.36 | 9.81 | 18.46 | 44.55 | 16.60 | 40.09 | 10.79 | 32.36 | 3.88 | 14.15 | 9.88 | 14.07 |
| Yield(%) | 0.00 | 1.17 | 2.30 | 5.24 | 6.77 | 4.86 | 3.65 | … | … | 0.00 | 1.43 | 3.42 | 2.01 | 0.00 | 24.35 | 0.82 | 1.61 | 9.05 | 9.54 | 0.38 | 0.63 | 0.20 |
Data as of 06/05/2026, Common starting date is 03/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIIX (OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITUTIONAL FUND OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITU) |
-13.19%
Apr 2021 – Apr 2024 |
-1.33%
Mar 2021 – Mar 2026 |
4.31%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIIX (OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITUTIONAL FUND OBERWEIS INTERNATIONAL OPPORTUNITIES INSTITU) |
27.24%
Dec 2018 – Dec 2021 |
18.15%
Aug 2016 – Aug 2021 |
9.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart