OBMCX
Oberweis MicroCap
$38.85
0.61 (1.60%)
Currency in USD / Last Updated: 3/27/2024
Category | Small Cap Growth |
---|---|
Market Cap | 473.593M |
52 Week High | 39.25 |
52 Week Low | 30.37 |
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Key Data
Symbol | OBMCX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 38.85 |
Price Yesterday | 38.24 |
Market Cap | 473.59 |
YTD Return | 3.30% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0.01 |
Prospectus | 0.0153 |
Overview
52 Week High | 39.25 |
---|---|
52 Week Low | 30.37 |
Market Cap | 473.59M |
Shares Outstanding | 12.19M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | 5,316.71% |
---|---|
Five Days | 68.56% |
One Months | 19.43% |
Three Months | 3.86% |
Six Months | 29.26% |
Nine Months | 8.96% |
One Year | 13.31% |
Three Years | 10.57% |
Five Years | 17.51% |
Ten Years | 13.82% |
YTD | 14.61% |
Since Inception | 11.47% |
Returns Total
One Day | 1.60% |
---|---|
Five Days | 1.04% |
One Month | 1.49% |
Three Months | 0.94% |
Six Months | 13.56% |
Nine Months | 6.64% |
One Year | 13.30% |
Three Years | 35.08% |
Five Years | 123.71% |
Ten Years | 263.80% |
YTD | 3.30% |
Since Inception | 2,034.62% |
Yearly Returns
2024 | 3.30% |
---|---|
2023 | 18.87% |
2022 | -10.61% |
2021 | 53.39% |
2020 | 29.91% |
2019 | 21.93% |
2018 | -12.29% |
2017 | 27.90% |
2016 | 24.60% |
2015 | 6.38% |
Risk against SP-DA
Alpha | -31.18% |
---|---|
Beta | 1.36 |
Correlation | 75.72% |
Downside Deviation | 5.53% |
Coefficient of determination | 57.33% |
Standard Deviation | 6.04% |
Sharpe Ratio | -0.99 |
Sortino | -3.76 |
Treynor | 5.91 |
Ulcer Index | 9.05 |
Ulcer Performance Index | -2.3 |