Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBSIX (OBERWEIS SMALL-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 30.48% | 54.59% | 22.96% | 15.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBSIX (OBERWEIS SMALL-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 05/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 54.59 | 22.96 | 15.76 | NA | NA | NA | … | … | 30.48 | 17.07 | 16.39 | 16.06 | -10.93 | 43.74 | 32.84 | 25.42 | -6.85 | 15.67 |
| Sharpe Ratio | NA | 2.01 | 0.83 | 0.54 | NA | NA | NA | … | … | 2.71 | 0.53 | 0.67 | 0.63 | -0.39 | 1.74 | 0.83 | 1.33 | -0.39 | 1.76 |
| Standard Deviation(%) | NA | 25.79 | 23.65 | 25.06 | NA | NA | NA | … | … | 30.83 | 27.07 | 19.02 | 19.96 | 31.56 | 25.16 | 39.12 | 18.02 | 21.42 | 13.45 |
| Draw Down(%) | NA | 11.38 | 27.65 | 28.49 | NA | NA | NA | … | … | 11.38 | 26.66 | 11.20 | 18.07 | 26.12 | 10.51 | 42.73 | 11.09 | 28.59 | 6.31 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 4.30 | 6.95 | 4.64 | 3.48 | … | … | 0.00 | 0.00 | 0.91 | 0.00 | 0.15 | 25.78 | 5.08 | 3.68 | 20.04 | 6.90 |
Data as of 06/05/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSIX (OBERWEIS SMALL-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
4.83%
Mar 2022 – Mar 2025 |
12.07%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSIX (OBERWEIS SMALL-CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
36.52%
Mar 2020 – Mar 2023 |
22.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart