Oberweis Small-Cap Opportunities (OBSOX)

20.08 -0.05 (-0.25%) USD  |  Aug 16 2022

OBSOX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Oberweis Small-Cap Opportunities
8.24%
48.87%
-5.31%
5.10%
7.38%
25.54%
-7.23%
25.07%
32.47%
43.57%
-6.78%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
Oberweis Micro-Cap
8.57%
64.88%
-7.71%
6.38%
24.60%
27.90%
-12.30%
21.94%
29.91%
53.38%
-5.10%
Lisanti Small Cap Growth
12.93%
54.07%
1.19%
-0.18%
7.32%
27.78%
-1.90%
25.63%
52.85%
10.68%
-25.47%
Fidelity® Small Cap Growth
13.04%
44.53%
3.86%
5.79%
10.97%
29.01%
-4.58%
36.31%
36.41%
10.55%
-16.38%
Thrivent Small Cap Growth S
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28.48%
55.04%
11.38%
-12.59%
As of August 16, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Oberweis Small-Cap Opportunities
16.88%
13.57%
1.62%
5.97%
25.04%
18.63%
15.01%
9.96%
11.15%
8.72%
S&P 500 Total Return
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
Oberweis Micro-Cap
18.64%
16.25%
3.84%
7.64%
26.23%
18.12%
18.20%
10.77%
13.40%
11.56%
Lisanti Small Cap Growth
14.37%
10.83%
-15.29%
-22.14%
8.92%
12.05%
12.58%
9.22%
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8.86%
Fidelity® Small Cap Growth
15.07%
13.98%
-5.79%
-15.66%
10.79%
12.92%
14.21%
10.36%
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11.59%
Thrivent Small Cap Growth S
19.48%
21.72%
-0.88%
-11.74%
17.25%
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14.27%
As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022