Oberweis Mutual Fund Financials

OBSIX
 Fund
  

USD 20.49  0.37  1.84%   

Financial data analysis helps to confirm if markets are presently mispricing Oberweis Small-Cap. We were able to collect and analyze data for ten available financial ratios for Oberweis Small-Cap, which can be compared to its competitors. Please employ Oberweis Small-Cap three year return to make a decision on whether Oberweis Small-Cap is priced adequately. Use Oberweis Small-Cap to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a large bullish trend. Check odds of Oberweis Small-Cap to be traded at $22.54 in 90 days.
  
With this module, you can analyze Oberweis financials for your investing period. You should be able to track the changes in Oberweis Small-Cap individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Oberweis Small-Cap Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oberweis Small-Cap's financial statements are interrelated, with each one affecting the others. For example, an increase in Oberweis Small-Cap's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 17
Oberweis Small-Cap Opportunities has less than 17 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Oberweis Small-Cap mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Oberweis Small-Cap's official financial statements usually reflect Oberweis Small-Cap's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Oberweis Small-Cap. For example, before you start analyzing numbers published by Oberweis accountants, it's critical to develop an understanding of what Oberweis Small-Cap's liquidity, profitability, and earnings quality are in the context of the Oberweis space in which it operates.
Please note that past performance is not an indicator of the future performance of Oberweis Small-Cap, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Oberweis Small-Cap Company Summary

Oberweis Small-Cap competes with ATT. The fund invests normally at least 80 percent of its net assets in the securities of small-cap companies. Oberweis Small-Cap is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressOberweis Funds
Mutual Fund FamilyOberweis
Mutual Fund CategorySmall Growth
BenchmarkDOW
Phone800 323 6166
CurrencyUSD - US Dollar

Oberweis Financial Ratios 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 ten year return among similar funds. It is number one fund in one year return among similar funds reporting about  0.11  of One Year Return per Ten Year Return. The ratio of Ten Year Return to One Year Return for Oberweis Small-Cap Opportunities is roughly  9.47 . 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.

Oberweis Small-Cap Systematic Risk

Oberweis Small-Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis Small-Cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Oberweis Small-Cap correlated with the market. If Beta is less than 0 Oberweis Small-Cap generally moves in the opposite direction as compared to the market. If Oberweis Small-Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis Small-Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis Small-Cap is generally in the same direction as the market. If Beta > 1 Oberweis Small-Cap moves generally in the same direction as, but more than the movement of the benchmark.
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About Oberweis Small-Cap Financials

What exactly are Oberweis Small-Cap Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Oberweis Small-Cap's income statement, its balance sheet, and the statement of cash flows. Potential Oberweis Small-Cap investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Oberweis Small-Cap is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Oberweis grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Oberweis Small-Cap Opportunities is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 59.66 Million. Oberweis Small-Cap totals roughly 29.83 Million in net asset claiming about 50% of funds listed under Small Growth category.

Oberweis Small-Cap August 16, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oberweis Small-Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis Small-Cap Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis Small-Cap Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Oberweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oberweis Small-Cap's daily price indicators and compare them against related drivers.
Downside Deviation2.16
Information Ratio0.0757
Maximum Drawdown10.03
Value At Risk(2.98)
Potential Upside3.35
Please check Your Equity Center. Note that the Oberweis Small-Cap information on this page should be used as a complementary analysis to other Oberweis Small-Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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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.