Here you can find all mutual funds issued by Oberweis and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Oberweis
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Oberweis China Opportunities Fund | China Equities | Oct 2, 2005 | 2.03% | -0.76% | 0.74% | 0.46% | ||||||||
Oberweis Global Opportunities Fund | Global Equities | Jan 6, 1987 | 1.51% | 12.21% | 8.08% | 0.00% | ||||||||
Oberweis Emerging Markets Fund | Emerging Markets Diversified | Apr 30, 2018 | 1.75% | 5.66% | — | 0.48% | ||||||||
Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | Mar 9, 2014 | 1.10% | 11.88% | 5.45% | 1.72% | ||||||||
Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | Jan 31, 2007 | 1.60% | 11.71% | 5.13% | 0.38% | ||||||||
Oberweis Micro Cap Fund | Small Cap Growth Equities | Dec 29, 1995 | 1.48% | 15.24% | 15.96% | 0.00% | ||||||||
Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | Sep 16, 1996 | 1.25% | 17.22% | 14.21% | 0.00% | ||||||||
Oberweis Focused International Growth Fund | Foreign Large Cap Equities | Mar 30, 2022 | 0.95% | 14.37% | — | 1.26% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years