Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OBCHX (OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND) | 19.59% | 19.56% | -2.20% | -11.67% | -0.79% | 2.68% | NA | 6.72% |
Data as of 07/03/2025, AR inception is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBCHX (OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND) | 10/06/2005 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 19.56 | -2.20 | -11.67 | -0.79 | 2.68 | NA | 6.72 | 19.59 | 5.03 | -7.70 | -37.97 | -33.43 | 40.23 | 36.33 | -25.94 | 54.99 | -9.21 | -2.14 | -6.24 | 59.59 | 27.82 | -39.06 | 17.67 | 131.54 | -64.34 | 59.29 | 81.17 | 10.45 |
| Sharpe Ratio | NA | 0.59 | -0.22 | -0.38 | -0.11 | NA | NA | 0.20 | 1.21 | -0.07 | -0.52 | -1.20 | -0.76 | 1.21 | 1.85 | -1.07 | 3.74 | -0.54 | -0.08 | -0.28 | 3.11 | 1.53 | -1.29 | 0.77 | 4.75 | -1.47 | 2.29 | 4.86 | 4.29 |
| Standard Deviation(%) | NA | 31.51 | 26.43 | 31.84 | 28.00 | NA | NA | 27.04 | 34.45 | 23.94 | 22.94 | 32.89 | 43.93 | 32.94 | 18.91 | 25.61 | 14.62 | 17.58 | 27.25 | 22.39 | 19.14 | 18.37 | 30.27 | 22.72 | 27.67 | 44.31 | 24.69 | 16.12 | 11.73 |
| Draw Down(%) | NA | 23.88 | 32.93 | 71.55 | 71.55 | NA | NA | 74.04 | 23.88 | 18.07 | 25.00 | 46.83 | 47.15 | 20.47 | 15.21 | 36.15 | 10.21 | 18.68 | 33.78 | 23.55 | 11.52 | 17.58 | 47.13 | 18.96 | 12.24 | 71.51 | 19.02 | 18.28 | 6.28 |
| Yield(%) | 0.00 | 2.12 | 0.66 | 0.23 | 3.84 | 5.88 | 9.38 | 9.88 | 0.00 | 2.31 | 0.41 | 0.00 | 0.00 | 0.00 | 4.52 | 14.85 | 9.08 | 0.75 | 9.63 | 11.56 | 7.91 | 0.00 | 8.78 | 20.13 | 1.52 | 9.59 | 10.28 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBCHX (OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND) |
-30.16%
Jan 2021 - Jan 2024 |
-14.21%
May 2018 - May 2023 |
-4.26%
Jan 2014 - Jan 2024 |
-2.23%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBCHX (OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND) |
27.88%
Sep 2011 - Sep 2014 |
30.63%
Feb 2009 - Feb 2014 |
14.81%
Feb 2009 - Feb 2019 |
13.86%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart