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Oberweis Small-Cap Opportunities (OBSOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.42+0.05 (+0.20%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.92%
5-Year Average Return18.46%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (Jun 27, 2024)63.49%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return63.49%
Worst 3-Yr Total Return2.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOBSOXCategory
YTD15.28%12.40%
1-Month8.42%3.37%
3-Month9.16%4.88%
1-Year27.37%55.69%
3-Year11.71%19.34%
5-Year19.98%20.72%
10-Year14.10%13.98%
Last Bull Market28.02%27.85%
Last Bear Market-16.37%-24.06%

Annual Total Return (%) History

Year
OBSOXCategory
2024
N/AN/A
2023
15.81%N/A
2022
-11.17%N/A
2021
43.57%N/A
2020
32.47%38.62%
2019
25.07%27.68%
2018
-7.23%-5.76%
2017
25.54%21.50%
2016
7.38%11.20%
2015
5.09%-2.41%
2014
-5.31%2.44%
2013
48.87%40.91%
2012
8.24%13.15%
2011
-3.88%-3.55%
2010
27.72%26.98%
2009
63.49%35.46%
2008
-57.66%-41.55%
2007
14.99%7.59%
2006
11.89%10.81%
2005
4.85%6.02%
2004
5.10%12.41%
2003
55.97%45.54%
2002
-32.69%-27.88%
2001
-36.74%-8.91%
2000
-13.05%-3.85%
1999
112.72%64.77%
1998
22.36%5.23%
1997
5.40%17.41%
1996
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.08%N/AN/AN/A
202311.15%2.73%-4.72%6.45%
2022-7.24%-16.37%4.13%9.96%
202116.29%7.99%3.18%10.80%
2020-25.70%30.74%8.60%25.56%
201916.99%3.03%-4.91%9.12%
20180.12%8.34%8.83%-21.41%
20178.78%0.66%9.20%4.98%
2016-4.01%0.93%6.05%4.51%
201512.50%4.66%-9.85%-0.99%
2014-0.47%-0.83%-7.67%3.90%
20138.36%5.65%18.29%9.93%
201212.99%-5.87%7.50%-5.33%
20117.58%1.12%-20.11%10.60%
20104.07%-6.45%10.40%18.83%
2009-1.80%30.40%20.22%6.19%
2008-22.44%8.13%-19.10%-37.59%
20071.57%10.25%10.70%-7.24%
200616.12%-6.53%-8.16%12.25%
2005-8.03%1.09%8.55%3.90%
20045.19%-2.01%-10.07%13.38%
20031.78%23.99%14.67%7.77%
2002-8.40%-16.83%-17.82%7.52%
2001-39.31%29.74%-29.15%13.40%
200015.31%3.21%-6.85%-21.57%
19990.23%21.57%10.59%57.85%
199814.84%0.99%-22.31%35.80%
1997-12.24%15.39%18.14%-11.89%
19960.29%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month4
3-Month2
1-Year13
3-Year1
5-Year1

Load Adjusted Returns

1-Year27.37%
3-Year11.71%
5-Year19.98%
10-Year14.10%