OBSOX
Oberweis SmallCap Opportunties
$24.20
0.30 (1.26%)
Currency in USD / Last Updated: 3/27/2024
Category | Small Cap Growth |
---|---|
Market Cap | 808.171M |
52 Week High | 24.2 |
52 Week Low | 18.81 |
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Key Data
Symbol | OBSOX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 24.2 |
Price Yesterday | 23.9 |
Market Cap | 808.17 |
YTD Return | 9.40% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0.01 |
Prospectus | 0.0125 |
Overview
52 Week High | 24.20 |
---|---|
52 Week Low | 18.81 |
Market Cap | 808.17M |
Shares Outstanding | 33.40M |
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 | 2,225.76% |
---|---|
Five Days | 108.54% |
One Months | 47.46% |
Three Months | 33.04% |
Six Months | 37.46% |
Nine Months | 18.87% |
One Year | 15.92% |
Three Years | 11.86% |
Five Years | 18.39% |
Ten Years | 13.20% |
YTD | 45.91% |
Since Inception | 8.98% |
Returns Total
One Day | 1.26% |
---|---|
Five Days | 1.47% |
One Month | 3.29% |
Three Months | 7.27% |
Six Months | 17.08% |
Nine Months | 13.83% |
One Year | 15.90% |
Three Years | 39.86% |
Five Years | 132.20% |
Ten Years | 244.48% |
YTD | 9.40% |
Since Inception | 959.08% |
Yearly Returns
2024 | 9.40% |
---|---|
2023 | 15.81% |
2022 | -11.18% |
2021 | 43.57% |
2020 | 32.47% |
2019 | 25.08% |
2018 | -7.24% |
2017 | 25.55% |
2016 | 7.37% |
2015 | 5.09% |
Risk against SP-DA
Alpha | -26.87% |
---|---|
Beta | 1.3 |
Correlation | 83.76% |
Downside Deviation | 4.58% |
Coefficient of determination | 70.16% |
Standard Deviation | 5.22% |
Sharpe Ratio | -1.01 |
Sortino | -3.97 |
Treynor | 8.18 |
Ulcer Index | 6.81 |
Ulcer Performance Index | -2.67 |