Oberweis Mutual Fund Buy Hold or Sell Recommendation

OCHIX
 Fund
  

USD 9.15  0.12  1.29%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oberweis China Opportunities is 'Hold'. Macroaxis provides Oberweis China buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OCHIX positions. The advice algorithm takes into account all of Oberweis China's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oberweis China's buy-and-hold perspective. Please check Oberweis China Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Oberweis and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Oberweis China Opportunities.

Execute Oberweis China Buy or Sell Advice

The Oberweis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oberweis China Opportunities. Macroaxis does not own or have any residual interests in Oberweis China Opportunities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oberweis China's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oberweis ChinaBuy Oberweis China
Hold

Volatility

Somewhat reliableDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oberweis China Opportunities has a Risk Adjusted Performance of 0.0495, Jensen Alpha of 0.1065, Total Risk Alpha of 0.3534, Sortino Ratio of 0.0876 and Treynor Ratio of 0.2769
We provide trade recommendations to complement the recent expert consensus on Oberweis China Oppor. Our dynamic recommendation engine exercises a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please employ Oberweis China three year return to make buy, hold, or sell decision on Oberweis China Oppor.

Oberweis China Trading Alerts and Improvement Suggestions

Oberweis China Oppor is unlikely to experience financial distress in the next 2 years
The fund maintains all of its assets in stocks

Oberweis China Returns Distribution Density

The distribution of Oberweis China's historical returns is an attempt to chart the future uncertainty of Oberweis China's future price movements. The chart of the probability distribution of Oberweis China stock daily returns describes the distribution of returns around its average expected value. We use Oberweis China Opportunities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oberweis China returns is essential to provide solid investment advice for Oberweis China stock.
Mean Return0.08Value At Risk-3.9
Potential Upside3.43Standard Deviation2.35
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oberweis China historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oberweis China Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oberweis China or Oberweis sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oberweis China stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oberweis stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.11
β
Beta against DOW0.24
σ
Overall volatility
2.38
Ir
Information ratio 0.10

Oberweis China Volatility Alert

Oberweis China Opportunities currently demonstrates below-average downside deviation. It has Information Ratio of 0.1 and Jensen Alpha of 0.11. However, we advise investors to further question Oberweis China Opportunities expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oberweis China's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oberweis China's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Oberweis China Implied Volatility

Oberweis China's implied volatility exposes the market's sentiment of Oberweis China Opportunities stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oberweis China's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Oberweis China stock will not fluctuate a lot when Oberweis China's options are near their expiration.

Oberweis China Fundamentals Vs Peers

Comparing Oberweis China's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oberweis China's direct or indirect competition across all of the common fundamentals between Oberweis China and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oberweis China or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oberweis China's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oberweis China by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oberweis China to competition
FundamentalsOberweis ChinaPeer Average
One Year Return27.38 %4.15 %
Three Year Return10.50 %3.60 %
Five Year Return3.74 %3.24 %
Ten Year Return7.99 %1.79 %
Net Asset95.69 M4.11 B
Minimum Initial Investment1000 K976.16 K
Equity Positions Weight100.00 %63.90 %

About Oberweis China Buy or Sell Advice

When is the right time to buy or sell Oberweis China Opportunities? Buying financial instruments such as Oberweis Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Oberweis China investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Oberweis China 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.

Did You Try This Idea?

Run Currency Thematic Idea Now

Currency
Currency Theme
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency theme has 40 constituents.
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 Currency Theme or any other thematic opportunities.
View All  Next Launch Currency
Please check Oberweis China Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Oberweis China Oppor information on this page should be used as a complementary analysis to other Oberweis China'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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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Please note, there is a significant difference between Oberweis China's value and its price as these two are different measures arrived at by different means. Investors typically determine Oberweis China value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis China'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.