Nasdaq - Delayed Quote
USD
Oberweis Small-Cap Opportunities (OBSOX)
34.76
-0.29
(-0.83%)
As of 8:10:21 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 20.32% |
|---|---|
| 5y Average Return | 11.52% |
| Number of Years Up | 21 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 48.87% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 48.87% |
| Worst 3Y Total Return | 2.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OBSOX
Category
- YTD
- 25.99%
- 12.40%
- 1-Month
- -1.90%
- 3.37%
- 3-Month
- -11.50%
- 4.88%
- 1-Year
- 30.51%
- 55.69%
- 3-Year
- 21.19%
- 19.34%
- 5-Year
- 13.77%
- 20.72%
- 10-Year
- 17.42%
- 13.98%
- Last Bull Market
- 38.93%
- 27.85%
- Last Bear Market
- -16.37%
- -24.06%
Annual Total Return (%) History
Year
OBSOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.71% | 37.27% | -11.50% | -- |
|
2025
|
-11.18% | 14.93% | 8.07% | 3.59% |
|
2024
|
10.08% | 4.39% | 4.80% | -3.56% |
|
2023
|
11.15% | 2.73% | -4.72% | 6.45% |
|
2022
|
-7.24% | -16.37% | 4.13% | 9.96% |
|
2021
|
16.29% | 7.99% | 3.18% | 10.80% |
|
2020
|
-25.70% | 30.74% | 8.60% | 25.56% |
|
2019
|
16.99% | 3.03% | -4.91% | 9.12% |
|
2018
|
0.12% | 8.34% | 8.83% | -21.41% |
|
2017
|
8.78% | 0.66% | 9.20% | 4.98% |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 10 |
|---|---|
| 3-Month | 70 |
| 1-Year | 2 |
| 3-Year | 13 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 30.51% |
| 3-Year | 21.19% |
|---|---|
| 5-Year | 13.77% |
| 10-Year | 17.42% |
Performance & Risk
| YTD Return | 20.32% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.38 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Oberweis |
| Net Assets | 2.58B |
| YTD Return | 25.99% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 01, 2017 |
Fund Summary
The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.
