Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OBIOX (OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND) | 24.54% | 20.51% | 11.78% | 4.79% | 6.11% | 10.73% | NA | 8.10% |
Data as of 07/16/2025, AR inception is 02/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBIOX (OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND) | 02/06/2007 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 20.51 | 11.78 | 4.79 | 6.11 | 10.73 | NA | 8.10 | 24.54 | 7.54 | 4.90 | -37.06 | 1.41 | 62.87 | 22.87 | -24.70 | 40.90 | -5.28 | 15.14 | -4.58 | 55.01 | 32.95 | -14.50 | 30.37 | 61.04 | -60.50 | 40.30 |
| Sharpe Ratio | NA | 1.05 | 0.49 | 0.11 | 0.25 | NA | NA | 0.32 | 2.48 | 0.28 | 0.09 | -1.30 | 0.07 | 1.85 | 1.76 | -1.53 | 4.94 | -0.35 | 1.10 | -0.37 | 4.30 | 2.08 | -0.53 | 1.25 | 2.05 | -1.53 | 1.76 |
| Standard Deviation(%) | NA | 18.66 | 18.53 | 20.72 | 19.80 | NA | NA | 22.07 | 20.65 | 14.23 | 14.22 | 29.79 | 19.71 | 33.75 | 12.14 | 17.14 | 8.19 | 15.85 | 13.76 | 12.26 | 12.79 | 15.97 | 27.23 | 24.18 | 29.76 | 40.08 | 24.18 |
| Draw Down(%) | NA | 14.39 | 21.42 | 51.47 | 51.47 | NA | NA | 71.17 | 14.39 | 9.78 | 18.93 | 44.75 | 16.76 | 40.31 | 11.11 | 33.22 | 3.88 | 13.97 | 9.95 | 14.68 | 10.16 | 16.52 | 28.66 | 20.78 | 18.43 | 64.85 | 18.75 |
| Yield(%) | 0.00 | 1.22 | 0.62 | 5.27 | 5.77 | 9.83 | 6.49 | 7.21 | 0.00 | 1.37 | 0.45 | 0.00 | 17.16 | 0.64 | 1.50 | 12.23 | 14.42 | 0.07 | 0.22 | 0.00 | 2.28 | 2.07 | 1.57 | 0.91 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 02/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIOX (OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND) |
-13.35%
Apr 2021 - Apr 2024 |
-4.49%
Oct 2007 - Oct 2012 |
3.25%
Oct 2013 - Oct 2023 |
3.61%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIOX (OBERWEIS INTERNATIONAL OPPORTUNITIES FUND OBERWEIS INTERNATIONAL OPPORTUNITIES FUND) |
34.14%
Feb 2009 - Feb 2012 |
34.72%
Feb 2009 - Feb 2014 |
18.14%
Feb 2009 - Feb 2019 |
13.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart