Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OBEGX (OBERWEIS EMERGING GROWTH FUND OBERWEIS EMERGING GROWTH FUND) | 11.10% | 16.11% | 9.66% | 8.33% | 7.41% | 9.71% | 5.86% | 7.06% |
Data as of 07/30/2025, AR inception is 02/03/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBEGX (OBERWEIS EMERGING GROWTH FUND OBERWEIS EMERGING GROWTH FUND) | 02/03/1993 | 07/30/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 16.11 | 9.66 | 8.33 | 7.41 | 9.71 | 5.86 | 7.06 | 11.10 | 10.72 | 6.40 | -28.68 | -3.34 | 47.10 | 25.67 | -25.62 | 33.35 | -1.54 | 10.27 | -8.83 | 56.71 | 8.07 | -11.56 | 26.79 | 51.92 | -57.03 | 6.83 | 4.89 | 2.77 | 6.33 | 67.70 | -24.24 | 0.47 | -12.78 | 53.18 | -3.15 | -9.34 | 23.26 | 42.67 | -3.52 | 3.53 |
| Sharpe Ratio | NA | 0.51 | 0.35 | 0.28 | 0.26 | NA | NA | 0.21 | 0.67 | 0.22 | 0.12 | -0.93 | -0.10 | 1.32 | 1.53 | -1.35 | 2.80 | -0.10 | 0.57 | -0.38 | 3.30 | 0.39 | -0.31 | 1.07 | 1.69 | -1.33 | 0.18 | 0.08 | 0.03 | 0.23 | 2.80 | -0.92 | -0.06 | -0.40 | 2.03 | -0.21 | -0.51 | 0.90 | 2.45 | -0.38 | 0.11 |
| Standard Deviation(%) | NA | 24.41 | 21.65 | 23.53 | 22.67 | NA | NA | 25.19 | 25.56 | 18.87 | 17.86 | 32.32 | 32.06 | 35.40 | 15.89 | 20.07 | 11.74 | 18.05 | 17.89 | 23.15 | 17.16 | 20.65 | 37.78 | 24.98 | 30.59 | 43.55 | 21.80 | 19.61 | 17.73 | 23.59 | 23.96 | 27.50 | 30.26 | 41.70 | 24.63 | 31.25 | 25.21 | 21.77 | 15.87 | 16.95 | 15.78 |
| Draw Down(%) | NA | 25.41 | 25.41 | 39.68 | 41.54 | NA | NA | 71.40 | 22.47 | 12.85 | 19.80 | 36.65 | 24.00 | 38.67 | 9.63 | 34.21 | 5.19 | 20.74 | 15.64 | 24.92 | 7.45 | 16.24 | 36.86 | 14.19 | 20.11 | 66.98 | 17.27 | 23.09 | 17.65 | 30.19 | 18.81 | 41.96 | 34.05 | 44.15 | 14.78 | 49.98 | 30.36 | 28.05 | 11.60 | 25.94 | 14.13 |
| Yield(%) | 0.00 | 0.00 | 0.86 | 7.76 | 6.70 | 8.98 | 5.18 | 7.60 | 0.00 | 0.00 | 0.00 | 1.88 | 24.24 | 8.46 | 0.00 | 4.58 | 15.67 | 1.12 | 13.98 | 7.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.48 | 12.21 | 3.66 | 6.41 | 2.77 | 0.00 | 0.00 | 0.00 | 36.14 | 0.00 | 4.47 | 14.28 | 9.04 | 6.74 | 0.00 | 3.35 |
Data as of 07/30/2025, AR inception is 02/03/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEGX (OBERWEIS EMERGING GROWTH FUND OBERWEIS EMERGING GROWTH FUND) |
-27.03%
Feb 2006 - Feb 2009 |
-14.91%
Feb 2004 - Feb 2009 |
-3.98%
Feb 2000 - Feb 2010 |
0.70%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBEGX (OBERWEIS EMERGING GROWTH FUND OBERWEIS EMERGING GROWTH FUND) |
33.20%
Dec 2018 - Dec 2021 |
28.12%
Feb 2009 - Feb 2014 |
15.56%
Sep 2011 - Sep 2021 |
12.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart