OBERWEIS One Year Return

OBSOX
 Fund
  

USD 19.73  0.01  0.05%   

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 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

    
  0.81 %  
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 0.81%. 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 One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses OBERWEIS SMALL-CAP's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of OBERWEIS SMALL-CAP could also be used in its relative valuation, which is a method of valuing OBERWEIS SMALL-CAP by comparing valuation metrics of similar companies.
OBERWEIS SMALL-CAP is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for OBERWEIS SMALL-CAP

The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .
   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.
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.

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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Please check OBERWEIS SMALL-CAP Piotroski F Score and OBERWEIS SMALL-CAP Altman Z Score analysis. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

Complementary Tools for 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.