Oberweis Ten Year Return

OBSIX
 Fund
  

USD 20.03  0.46  2.25%   

Oberweis Small-Cap Opportunities fundamentals help investors to digest information that contributes to Oberweis Small-Cap's financial success or failures. It also enables traders to predict the movement of Oberweis Mutual Fund. The fundamental analysis module provides a way to measure Oberweis Small-Cap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oberweis Small-Cap mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Oberweis Ten Year Return Analysis

Oberweis Small-Cap's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Oberweis Small-Cap Ten Year Return

    
  10.42 %  
Most of Oberweis Small-Cap's fundamental indicators, such as Ten 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 Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Oberweis Small-Cap Ten Year Return Component Assessment

Based on the latest financial disclosure, Oberweis Small-Cap Opportunities has a Ten Year Return of 10.42%. This is much higher than that of the Oberweis family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.

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Risk-Return Analysis

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Fund Asset Allocation for Oberweis Small-Cap

The fund invests 99.95% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
   Value   
       Instrument Type  

Oberweis Fundamentals

About Oberweis Small-Cap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oberweis Small-Cap Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oberweis Small-Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oberweis Small-Cap Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oberweis Small-Cap without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Risk-Return Analysis

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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oberweis Small-Cap using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Oberweis Small-Cap Piotroski F Score and Oberweis Small-Cap Altman Z Score analysis. 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for Oberweis Mutual Fund analysis

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.