Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBVLX (OBERWEIS SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | NA | -26.37% | NA | NA | NA | NA | NA | … | … |
Data as of 07/29/2020, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBVLX (OBERWEIS SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | 10/06/2017 | 07/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.37 | NA | NA | NA | NA | NA | … | … | -30.22 | 31.87 | -21.14 | 2.78 |
| Sharpe Ratio | NA | -0.57 | NA | NA | NA | NA | NA | … | … | -0.77 | 1.58 | -1.26 | 1.18 |
| Standard Deviation(%) | NA | 47.44 | NA | NA | NA | NA | NA | … | … | 60.67 | 19.45 | 17.83 | 10.02 |
| Draw Down(%) | NA | 49.62 | NA | NA | NA | NA | NA | … | … | 49.62 | 13.09 | 27.04 | 3.64 |
| Yield(%) | 0.00 | 0.83 | 6.14 | 3.68 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 13.60 | 7.15 | 0.31 |
Data as of 07/29/2020, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBVLX (OBERWEIS SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBVLX (OBERWEIS SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart