Oberweis Small-Cap Financial Statements From 2010 to 2022

OBSIX
 Fund
  

USD 17.80  0.25  1.39%   

Oberweis Small-Cap financial statements provide useful quarterly and yearly information to potential Oberweis Small-Cap Opportunities investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oberweis Small-Cap financial statements helps investors assess Oberweis Small-Cap's valuation, profitability, and current liquidity needs.
Oberweis Small-Cap Opportunities does not presently have any trending fundamental ratios for analysis.
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Check Oberweis Small-Cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oberweis main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Oberweis financial statements analysis is a perfect complement when working with Oberweis Small-Cap Valuation or Volatility modules. It can also supplement various Oberweis Small-Cap Technical models . Please check the analysis of Oberweis Small-Cap Correlation against competitors.

Oberweis One Year Return Analysis

Oberweis Small-Cap's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Oberweis Small-Cap One Year Return

    
  1.10 %  
Most of Oberweis Small-Cap's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oberweis Small-Cap Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Oberweis Small-Cap One Year Return Component Assessment

Based on the recorded statements, Oberweis Small-Cap Opportunities has an One Year Return of 1.1%. This is much higher than that of the Oberweis family and significantly higher than that of the Small Growth category. The one year return for all United States funds is notably lower than that of the firm.

Oberweis Small-Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Small-Cap's current stock value. Our valuation model uses many indicators to compare Oberweis Small-Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Small-Cap competition to find correlations between indicators driving Oberweis Small-Cap's intrinsic value. More Info.
Oberweis Small-Cap Opportunities is number one fund in equity positions weight among similar funds. It is regarded second largest fund in three year return among similar funds reporting about  0.07  of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Oberweis Small-Cap Opportunities is roughly  13.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oberweis Small-Cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oberweis Small-Cap's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oberweis Small-Cap's earnings, one of the primary drivers of an investment's value.

About Oberweis Small-Cap Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oberweis Small-Cap income statement, its balance sheet, and the statement of cash flows. Oberweis Small-Cap investors use historical funamental indicators, such as Oberweis Small-Cap's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oberweis Small-Cap investors may use each financial statement separately, they are all related. The changes in Oberweis Small-Cap's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oberweis Small-Cap's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Oberweis Small-Cap Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oberweis Small-Cap. Please read more on our technical analysis and fundamental analysis pages.
The fund invests normally at least 80 percent 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 of less than 5 billion or 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oberweis Small-Cap in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oberweis Small-Cap's short interest history, or implied volatility extrapolated from Oberweis Small-Cap options trading.

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Please check the analysis of Oberweis Small-Cap Correlation against competitors. 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.