Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCHIX (OBERWEIS CHINA OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 31.90% | 58.85% | 27.29% | 2.09% | 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 |
|---|---|---|
| OCHIX (OBERWEIS CHINA OPPORTUNITIES 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 (%) | -1.30 | 58.85 | 27.29 | 2.09 | NA | NA | NA | … | … | 31.90 | 43.08 | 7.60 | -7.57 | -36.96 | -4.98 | 57.34 | 36.82 | -25.85 | 32.25 |
| Sharpe Ratio | NA | 2.76 | 1.01 | -0.01 | NA | NA | NA | … | … | 4.01 | 1.45 | 0.17 | -0.49 | -1.17 | -0.18 | 1.77 | 1.88 | -1.07 | 3.15 |
| Standard Deviation(%) | NA | 22.11 | 24.78 | 26.81 | NA | NA | NA | … | … | 23.71 | 28.35 | 23.78 | 22.92 | 33.01 | 27.23 | 32.10 | 18.80 | 25.61 | 16.29 |
| Draw Down(%) | NA | 9.60 | 23.81 | 52.05 | NA | NA | NA | … | … | 8.00 | 23.81 | 18.09 | 25.03 | 46.75 | 27.29 | 20.46 | 15.16 | 36.06 | 10.20 |
| Yield(%) | 0.00 | 1.45 | 1.72 | 5.99 | 8.64 | 5.76 | 4.32 | … | … | 0.00 | 1.73 | 2.56 | 0.66 | 0.74 | 27.17 | 15.57 | 4.52 | 14.87 | 8.08 |
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 |
|---|---|---|---|---|
| OCHIX (OBERWEIS CHINA OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-20.90%
Jan 2021 – Jan 2024 |
-5.35%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCHIX (OBERWEIS CHINA OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
29.16%
May 2023 – May 2026 |
8.13%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart