Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OBEMX (OBERWEIS EMERGING MARKETS FUND INVESTOR CLASS) NA -255,453.00% nan% nan% NA NA NA
Data as of 11/19/2024, Common starting date is 05/02/2018
More Performance Analytics Comparison
Name Start Date End Date
OBEMX (OBERWEIS EMERGING MARKETS FUND INVESTOR CLASS) 05/02/2018 11/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -228,195.49 -255,453.00 nan nan NA NA NA -245,976.15 15.03 -24.28 13.40 42.81 22.56 -21.02
Sharpe Ratio NA NA NA NA NA NA NA NA 0.94 -1.22 0.96 1.46 1.76 -1.71
Standard Deviation(%) NA NA NA NA NA NA NA NA 11.61 21.06 13.94 28.99 12.04 18.37
Draw Down(%) NA 225,568.23 205,105.49 205,105.49 NA NA NA 225,568.23 10.53 32.72 8.46 30.23 8.42 26.62
Yield(%) 99.94 111.84 29.98 31.96 14.73 9.82 7.37 108.39 0.57 2.05 14.36 0.00 0.00 0.00
Data as of 11/19/2024, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OBEMX (OBERWEIS EMERGING MARKETS FUND INVESTOR CLASS) -4.83%
Jun 2021 – Jun 2024
6.73%
Jun 2018 – Jun 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OBEMX (OBERWEIS EMERGING MARKETS FUND INVESTOR CLASS) 27.61%
Oct 2018 – Oct 2021
11.57%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return