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Oberweis Micro-Cap (OBMCX)
57.13
+1.72
(+3.10%)
At close: 8:09:05 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.04% |
|---|---|
| 5y Average Return | 12.09% |
| Number of Years Up | 23 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 4, 2026) | 64.88% |
| Worst 1Y Total Return (Nov 4, 2026) | -- |
| Best 3Y Total Return | 64.88% |
| Worst 3Y Total Return | 6.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OBMCX
Category
- YTD
- 20.51%
- 12.40%
- 1-Month
- -9.10%
- 3.37%
- 3-Month
- -11.22%
- 4.88%
- 1-Year
- 18.39%
- 55.69%
- 3-Year
- 27.63%
- 19.34%
- 5-Year
- 14.22%
- 20.72%
- 10-Year
- 18.75%
- 13.98%
- Last Bull Market
- 52.60%
- 27.85%
- Last Bear Market
- -14.68%
- -24.06%
Annual Total Return (%) History
Year
OBMCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
13.51% | 37.29% | -14.93% | -- |
|
2025
|
-13.00% | 15.35% | 15.69% | -1.20% |
|
2024
|
3.54% | 6.34% | 8.16% | 3.17% |
|
2023
|
9.07% | 8.69% | -8.21% | 9.24% |
|
2022
|
-8.47% | -14.68% | 2.39% | 11.80% |
|
2021
|
26.29% | 10.18% | -3.56% | 14.30% |
|
2020
|
-32.41% | 32.23% | 7.44% | 35.29% |
|
2019
|
21.23% | 2.11% | -9.45% | 8.79% |
|
2018
|
-1.23% | 11.57% | 6.11% | -24.99% |
|
2017
|
7.36% | 4.68% | 9.99% | 3.47% |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 100 |
|---|---|
| 3-Month | 99 |
| 1-Year | 9 |
| 3-Year | 6 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 18.39% |
| 3-Year | 27.63% |
|---|---|
| 5-Year | 14.22% |
| 10-Year | 18.75% |
Performance & Risk
| YTD Return | 18.04% |
| 5y Average Return | 12.09% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.47 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Oberweis |
| Net Assets | 1.3B |
| YTD Return | 20.51% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 29, 1995 |
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.
