Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMCIX (OBERWEIS MICRO-CAP FUND INSTITUTIONAL CLASS) | NA | 5.36% | 11.59% | 4.69% | NA | NA | NA | … | … |
Data as of 04/13/2012, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMCIX (OBERWEIS MICRO-CAP FUND INSTITUTIONAL CLASS) | 01/26/2005 | 04/13/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 5.36 | 11.59 | 4.69 | NA | NA | NA | … | … | 4.91 | 2.52 | 8.48 | 18.87 | -13.54 | 8.19 | 7.76 | 5.12 |
| Sharpe Ratio | NA | 0.80 | 2.00 | 0.54 | NA | NA | NA | … | … | 3.74 | 0.38 | 1.72 | 2.41 | -1.30 | 0.99 | 0.97 | 0.92 |
| Standard Deviation(%) | NA | 6.66 | 5.77 | 7.51 | NA | NA | NA | … | … | 4.94 | 6.48 | 4.89 | 7.80 | 11.11 | 5.23 | 4.63 | 3.56 |
| Draw Down(%) | NA | 5.79 | 5.79 | 21.77 | NA | NA | NA | … | … | 1.18 | 5.79 | 3.70 | 8.58 | 21.77 | 3.47 | 4.21 | 2.69 |
| Yield(%) | 0.00 | 2.35 | 4.17 | 4.49 | 3.08 | 2.05 | 1.54 | … | … | 0.00 | 2.39 | 4.50 | 5.31 | 7.08 | 5.45 | 3.28 | 2.07 |
Data as of 04/13/2012, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMCIX (OBERWEIS MICRO-CAP FUND INSTITUTIONAL CLASS) |
-2.10%
Feb 2006 – Feb 2009 |
4.17%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMCIX (OBERWEIS MICRO-CAP FUND INSTITUTIONAL CLASS) |
13.03%
Feb 2009 – Feb 2012 |
5.87%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart