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OBMCX: OBERWEIS MICRO-CAP FUND OBERWEIS MICRO-CAP FUND (MUTUAL FUND)
Basic Info 49.66 0.29(0.59%) December 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 06/04/1996 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.53% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/04/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 32.0 | 48.4 | 13.4 | 22.9 | 17.5 | 16.4 | 11.4 | 10.8 | 18.9 | -10.6 | 53.2 | 29.9 | 21.9 | -12.0 | 27.9 | 24.6 | 6.4 | -7.7 | 64.7 | 8.7 | -8.0 | 17.1 | 49.6 | -53.0 | 10.2 | 1.7 | 12.9 | 2.5 | 108.8 | -17.4 | 23.9 | -8.4 | 19.4 | 4.4 | 10.7 | -17.4 |
| Sharpe Ratio | NA | 1.21 | 1.76 | 0.35 | 0.68 | 0.64 | NA | NA | 0.36 | 0.69 | -0.37 | 1.94 | 0.7 | 1.13 | -0.63 | 1.99 | 1.31 | 0.36 | -0.34 | 3.77 | 0.48 | -0.24 | 0.66 | 1.5 | -1.33 | 0.33 | -0.09 | 0.7 | 0.07 | 4.84 | -0.72 | 0.9 | -0.4 | 0.69 | 0.04 | 0.34 | -1.62 |
| Draw Down(%) | NA | 13.9 | 13.9 | 25.7 | 46.8 | 50.0 | NA | NA | 68.2 | 22.6 | 25.7 | 11.0 | 46.8 | 16.0 | 32.1 | 5.1 | 18.3 | 10.9 | 25.0 | 7.1 | 14.8 | 33.3 | 19.0 | 28.1 | 61.9 | 16.4 | 23.4 | 13.3 | 35.0 | 11.3 | 37.6 | 30.0 | 39.1 | 20.3 | 45.0 | 23.4 | 21.9 |
| Standard Deviation(%) | NA | 22.9 | 23.1 | 26.4 | 30.1 | 25.0 | NA | NA | 25.2 | 21.3 | 32.7 | 27.4 | 42.2 | 18.1 | 21.3 | 13.8 | 18.7 | 17.9 | 22.6 | 17.2 | 18.2 | 34.4 | 25.7 | 33.1 | 40.5 | 21.8 | 18.2 | 15.3 | 21.5 | 22.3 | 25.5 | 24.4 | 31.1 | 23.3 | 27.5 | 20.7 | 19.5 |
| Treynor Ratio | NA | 0.24 | 0.35 | 0.09 | 0.2 | 0.15 | NA | NA | 0.1 | 0.15 | -0.13 | 0.46 | 0.28 | 0.19 | -0.13 | 0.23 | 0.24 | 0.06 | -0.06 | 0.62 | 0.09 | -0.08 | 0.17 | 0.53 | -0.61 | 0.07 | -0.02 | 0.13 | 0.02 | 1.23 | -0.24 | 0.32 | -0.19 | 0.17 | 0.01 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.04 | 0.05 | 0.03 | NA | NA | 0.01 | -0.01 | 0.08 | 0.15 | -0.02 | -0.04 | -0.02 | 0.01 | 0.05 | 0.04 | -0.05 | 0.07 | -0.03 | -0.02 | -0.04 | 0.03 | -0.12 | 0.0 | -0.03 | 0.02 | -0.04 | 0.17 | -0.02 | 0.09 | -0.03 | 0.01 | 0.03 | NA | NA |
| Beta | NA | 1.15 | 1.15 | 0.99 | 1.03 | 1.04 | NA | NA | 0.94 | 1.0 | 0.93 | 1.17 | 1.05 | 1.06 | 1.04 | 1.18 | 1.0 | 1.02 | 1.27 | 1.04 | 0.97 | 1.03 | 1.03 | 0.93 | 0.88 | 1.04 | 0.9 | 0.84 | 0.94 | 0.88 | 0.78 | 0.69 | 0.67 | 0.94 | 1.02 | NA | NA |
| RSquared | NA | 0.86 | 0.87 | 0.85 | 0.86 | 0.85 | NA | NA | 0.74 | 0.83 | 0.88 | 0.76 | 0.9 | 0.85 | 0.88 | 0.78 | 0.87 | 0.83 | 0.78 | 0.77 | 0.84 | 0.95 | 0.91 | 0.85 | 0.89 | 0.76 | 0.71 | 0.67 | 0.65 | 0.59 | 0.58 | 0.51 | 0.6 | 0.4 | 0.67 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 7.2 | 8.4 | 9.8 | 12.2 | 7.3 | N/A | 0.0 | 1.2 | 30.7 | 0.0 | 0.0 | 14.3 | 13.4 | 0.1 | 3.2 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 13.4 | 8.4 | 13.5 | 29.7 | 19.5 | 0.0 | 0.0 | 13.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 153.8 | 8.0 | 183.1 | N/A | N/A | N/A | -100.0 | -95.0 | N/A | N/A | -100.0 | 22.4 | 29430.0 | -98.2 | -60.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | -84.0 | 45.4 | -36.4 | -70.8 | 192.8 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/1996
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