Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBIVX (OBERWEIS SMALL-CAP VALUE FUND INVESTOR CLASS) | NA | -26.57% | NA | NA | NA | NA | NA | … | … |
Data as of 07/29/2020, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBIVX (OBERWEIS SMALL-CAP VALUE FUND INVESTOR CLASS) | 05/02/2018 | 07/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.57 | NA | NA | NA | NA | NA | … | … | -30.37 | 18.55 | -19.30 |
| Sharpe Ratio | NA | -0.58 | NA | NA | NA | NA | NA | … | … | -0.78 | 1.02 | -1.60 |
| Standard Deviation(%) | NA | 47.40 | NA | NA | NA | NA | NA | … | … | 60.62 | 17.00 | 18.12 |
| Draw Down(%) | NA | 49.65 | NA | NA | NA | NA | NA | … | … | 49.65 | 13.46 | 26.98 |
| Yield(%) | 0.00 | 0.61 | 1.74 | 1.04 | 0.52 | 0.35 | 0.26 | … | … | 0.00 | 0.69 | 4.65 |
Data as of 07/29/2020, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIVX (OBERWEIS SMALL-CAP VALUE FUND INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIVX (OBERWEIS SMALL-CAP VALUE FUND INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart