Oberweis Small-Cap Competition

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Oberweis Small-Cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Oberweis Small-Cap in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
17.3119.0120.71
Details
Intrinsic
Valuation
LowReal ValueHigh
18.9720.6722.37
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Oberweis Small-Cap. Your research has to be compared to or analyzed against Oberweis Small-Cap's peers to derive any actionable benefits. When done correctly, Oberweis Small-Cap's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Oberweis Small-Cap.

Oberweis Small-Cap Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Oberweis Small-Cap and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Oberweis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Oberweis Small-Cap does not affect the price movement of the other competitor.
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Oberweis Small-Cap Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Oberweis Mutual Fund performing well and Oberweis Small-Cap Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Oberweis Small-Cap's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
TWTR 2.02  0.57  0.18  0.47  2.41  0.15 (2.10)  4.32 (2.97)  15.22 
MSFT 1.39  0.00  0.00 (0.04)  0.00 (0.0061)  0.00  2.85 (2.94)  12.18 
UBER 2.88  0.60  0.17  0.43  2.75  0.14 (3.07)  5.77 (5.13)  25.11 
F 2.35  0.27  0.07  0.10  3.09  0.07 (2.62)  5.30 (5.04)  18.45 
T 1.01 (0.38)  0.00 (0.58)  0.00 (0.24)  0.00  1.32 (2.33)  8.93 
A 1.69  0.22  0.11  0.13  1.74  0.09 (2.03)  3.98 (3.13)  11.69 
CRM 2.00 (0.04)  0.00 (0.07)  0.00 (0.0221)  0.00  3.94 (3.96)  10.76 
JPM 1.39  0.05  0.03  0.00  1.59  0.0241 (1.54)  3.03 (2.88)  8.06 
MRK 0.88 (0.04)  0.00 (0.15)  0.00 (0.0152)  0.00  1.66 (1.87)  4.58 
XOM 1.78  0.19  0.10  0.17  1.97  0.09 (2.01)  3.64 (3.24)  9.95 

Oberweis Small-Cap Competitive Analysis

The better you understand Oberweis Small-Cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Oberweis Small-Cap's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Oberweis Small-Cap's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart

Oberweis Small-Cap Competition Performance Charts

Complement your Oberweis Small-Cap position

In addition to having Oberweis Small-Cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Obamacare Thematic Idea Now

Obamacare
Obamacare Theme
Health care services and providers including hospitals, clinics and nursing homes that hope to benefit from Obamacare program. The Obamacare theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Obamacare Theme or any other thematic opportunities.
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Please check Oberweis Small-Cap Correlation with its peers. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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When running Oberweis Small-Cap price analysis, check to measure Oberweis Small-Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oberweis Small-Cap is operating at the current time. Most of Oberweis Small-Cap's value examination focuses on studying past and present price action to predict the probability of Oberweis Small-Cap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oberweis Small-Cap's price. Additionally, you may evaluate how the addition of Oberweis Small-Cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oberweis Small-Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine Oberweis Small-Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis Small-Cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
OBSIX
 Fund
  

USD 19.01  0.70  3.82%   

Oberweis Small-Cap competes with Vanguard Explorer; as well as few others. The fund is listed under Small Growth category and is part of Oberweis family. Analyzing Oberweis Small-Cap competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Oberweis Small-Cap to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Oberweis Small-Cap competition on your existing holdings. Please check Oberweis Small-Cap Correlation with its peers.