Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBGIX (OBERWEIS EMERGING GROWTH FUND INSTITUTIONAL CLASS) | 28.41% | 46.80% | 20.36% | 6.94% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBGIX (OBERWEIS EMERGING GROWTH FUND INSTITUTIONAL CLASS) | 05/02/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 46.80 | 20.36 | 6.94 | NA | NA | NA | … | … | 28.41 | 21.57 | 11.01 | 6.67 | -26.57 | 21.11 | 56.06 | 25.96 | -25.48 | 18.05 |
| Sharpe Ratio | NA | 2.22 | 0.82 | 0.17 | NA | NA | NA | … | … | 3.03 | 0.83 | 0.39 | 0.17 | -0.87 | 0.94 | 1.58 | 1.54 | -1.34 | 2.21 |
| Standard Deviation(%) | NA | 20.43 | 20.68 | 23.20 | NA | NA | NA | … | … | 24.20 | 22.85 | 18.86 | 17.85 | 32.43 | 22.43 | 35.17 | 15.90 | 20.05 | 12.47 |
| Draw Down(%) | NA | 11.22 | 25.34 | 39.57 | NA | NA | NA | … | … | 11.22 | 22.43 | 12.86 | 19.67 | 36.58 | 13.50 | 38.65 | 9.54 | 34.08 | 5.18 |
| Yield(%) | 0.00 | 12.52 | 4.96 | 6.33 | 7.59 | 5.06 | 3.80 | … | … | 0.00 | 12.98 | 0.00 | 0.00 | 1.85 | 24.01 | 8.40 | 0.00 | 4.58 | 13.89 |
Data as of 06/04/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBGIX (OBERWEIS EMERGING GROWTH FUND INSTITUTIONAL CLASS) |
-6.77%
Apr 2021 – Apr 2024 |
2.95%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBGIX (OBERWEIS EMERGING GROWTH FUND INSTITUTIONAL CLASS) |
33.52%
Dec 2018 – Dec 2021 |
13.80%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart