Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBMCX (OBERWEIS MICRO-CAP FUND OBERWEIS MICRO-CAP FUND) | 46.53% | 77.60% | 30.14% | 19.79% | 21.60% | 18.06% | 12.74% | … | … |
Data as of 06/04/2026, Common starting date is 06/04/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBMCX (OBERWEIS MICRO-CAP FUND OBERWEIS MICRO-CAP FUND) | 06/04/1996 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 77.60 | 30.14 | 19.79 | 21.60 | 18.06 | 12.74 | … | … | 46.53 | 17.55 | 22.82 | 18.87 | -10.57 | 53.20 | 29.91 | 21.94 | -12.04 | 27.90 | 24.60 | 6.38 | -7.72 | 64.75 | 8.66 | -8.05 | 17.12 | 49.64 | -52.98 | 10.17 | 1.66 | 12.89 | 2.51 | 108.77 | -17.35 | 23.86 | -8.36 | 19.38 | 4.42 | 10.67 | -17.42 |
| Sharpe Ratio | NA | 2.85 | 1.08 | 0.64 | 0.76 | NA | NA | … | … | 4.55 | 0.55 | 0.84 | 0.72 | -0.37 | 1.94 | 0.70 | 1.13 | -0.63 | 1.99 | 1.30 | 0.36 | -0.34 | 3.77 | 0.48 | -0.24 | 0.66 | 1.50 | -1.33 | 0.32 | -0.10 | 0.70 | 0.07 | 4.84 | -0.73 | 0.89 | -0.40 | 0.69 | 0.03 | 0.34 | -1.63 |
| Standard Deviation(%) | NA | 24.79 | 24.71 | 26.17 | 26.00 | NA | NA | … | … | 27.78 | 27.29 | 22.82 | 21.34 | 32.70 | 27.45 | 42.30 | 18.14 | 21.30 | 13.76 | 18.69 | 17.86 | 22.64 | 17.18 | 18.17 | 34.36 | 25.74 | 33.06 | 40.47 | 21.79 | 18.19 | 15.26 | 21.53 | 22.32 | 25.51 | 24.44 | 31.13 | 23.28 | 27.49 | 20.67 | 19.47 |
| Draw Down(%) | NA | 12.45 | 28.11 | 28.11 | 50.04 | NA | NA | … | … | 8.84 | 26.24 | 13.91 | 22.62 | 25.67 | 11.00 | 46.77 | 16.05 | 32.12 | 5.15 | 18.33 | 10.89 | 25.03 | 7.13 | 14.79 | 33.26 | 18.98 | 28.13 | 61.89 | 16.42 | 23.37 | 13.26 | 34.96 | 11.29 | 37.57 | 30.02 | 39.09 | 20.35 | 44.98 | 23.36 | 21.86 |
| Yield(%) | 0.00 | 1.69 | 1.76 | 5.56 | 9.43 | 10.69 | 6.70 | … | … | 0.00 | 1.59 | 3.08 | 0.00 | 1.20 | 30.67 | 0.00 | 0.00 | 14.30 | 13.40 | 0.06 | 3.19 | 6.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.19 | 13.35 | 8.41 | 13.46 | 29.73 | 19.48 | 0.00 | 0.00 | 13.70 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/04/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBMCX (OBERWEIS MICRO-CAP FUND OBERWEIS MICRO-CAP FUND) |
-25.28%
Feb 2006 – Feb 2009 |
-13.31%
Feb 2004 – Feb 2009 |
1.95%
Jan 2006 – Jan 2016 |
4.84%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBMCX (OBERWEIS MICRO-CAP FUND OBERWEIS MICRO-CAP FUND) |
42.14%
Mar 2020 – Mar 2023 |
29.04%
Feb 2009 – Feb 2014 |
21.67%
Apr 2016 – Apr 2026 |
18.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart