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OBIOX: OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 18.25 0.17(0.94%) May 03
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (25%) |
Start Date: | 02/06/2007 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.60% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/06/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 4.8 | 6.4 | -12.9 | 2.9 | 4.5 | 11.7 | 6.9 | 4.4 | -37.1 | 1.4 | 62.9 | 22.9 | -24.7 | 40.9 | -5.3 | 15.1 | -4.6 | 55.0 | 33.0 | -14.5 | 30.4 | 61.0 | -60.5 | 40.3 |
Sharpe Ratio | NA | 0.61 | 0.1 | -0.76 | 0.05 | 0.17 | NA | 0.27 | 0.01 | -1.29 | 0.07 | 1.86 | 1.77 | -1.52 | 4.94 | -0.35 | 1.1 | -0.37 | 4.3 | 2.08 | -0.53 | 1.25 | 2.05 | -1.53 | 1.77 |
Draw Down(%) | NA | 5.4 | 17.5 | 51.5 | 51.5 | 51.5 | NA | 71.2 | 18.9 | 44.8 | 16.8 | 40.3 | 11.1 | 33.2 | 3.9 | 14.0 | 10.0 | 14.7 | 10.2 | 16.5 | 28.7 | 20.8 | 18.4 | 64.8 | 18.7 |
Standard Deviation(%) | NA | 11.9 | 13.0 | 21.2 | 23.4 | 19.2 | NA | 22.3 | 14.2 | 29.8 | 19.7 | 33.5 | 12.1 | 17.1 | 8.2 | 15.9 | 13.8 | 12.3 | 12.8 | 16.0 | 27.2 | 24.2 | 29.8 | 40.1 | 24.2 |
Treynor Ratio | NA | 0.12 | 0.02 | -0.21 | 0.01 | 0.04 | NA | 0.07 | 0.0 | -0.47 | 0.02 | 0.66 | 0.31 | -0.34 | 0.66 | -0.08 | 0.22 | -0.06 | 0.78 | 0.41 | -0.17 | 0.29 | 0.65 | -0.74 | 0.41 |
Alpha | NA | 0.01 | -0.01 | -0.03 | -0.01 | -0.01 | NA | 0.01 | -0.03 | -0.06 | 0.01 | 0.02 | 0.01 | -0.07 | 0.05 | -0.03 | 0.06 | 0.0 | 0.12 | 0.06 | -0.01 | 0.05 | 0.06 | -0.17 | 0.1 |
Beta | NA | 0.62 | 0.64 | 0.78 | 0.83 | 0.8 | NA | 0.85 | 0.63 | 0.82 | 0.8 | 0.95 | 0.69 | 0.76 | 0.61 | 0.71 | 0.69 | 0.74 | 0.7 | 0.81 | 0.87 | 1.03 | 0.94 | 0.83 | 1.04 |
RSquared | NA | 0.66 | 0.64 | 0.76 | 0.74 | 0.71 | NA | 0.77 | 0.62 | 0.84 | 0.65 | 0.76 | 0.68 | 0.68 | 0.46 | 0.62 | 0.66 | 0.57 | 0.54 | 0.76 | 0.82 | 0.86 | 0.85 | 0.86 | 0.74 |
Yield(%) | N/A | 0.0 | 0.4 | 5.5 | 6.0 | 6.2 | 13.4 | N/A | 0.4 | 0.0 | 17.2 | 0.6 | 1.5 | 12.2 | 14.4 | 0.0 | 0.2 | 0.0 | 2.3 | 2.1 | 1.5 | 0.9 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 58.6 | -3.3 | N/A | N/A | N/A | N/A | -100.0 | 4466.7 | -50.0 | -92.4 | 7.5 | 29100.0 | -75.0 | N/A | -100.0 | 42.9 | 16.7 | 125.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2007
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