OBMCX
Oberweis MicroCap
$41.50
-0.28 (-0.67%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 515.633M |
| 52 Week High | 41.79 |
| 52 Week Low | 30.37 |
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Key Data
| Symbol | OBMCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 41.5 |
| Price Yesterday | 41.78 |
| Market Cap | 515.63 |
| YTD Return | 10.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0153 |
Overview
| 52 Week High | 41.79 |
|---|---|
| 52 Week Low | 30.37 |
| Market Cap | 515.63M |
| Shares Outstanding | 12.42M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -81.66% |
|---|---|
| Five Days | 59.05% |
| One Months | 28.22% |
| Three Months | 33.43% |
| Six Months | 30.64% |
| Nine Months | 33.87% |
| One Year | 13.40% |
| Three Years | 9.63% |
| Five Years | 18.22% |
| Ten Years | 14.90% |
| YTD | 21.04% |
| Since Inception | 11.61% |
Returns Total
| One Day | -0.67% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.99% |
| Three Months | 7.35% |
| Six Months | 14.04% |
| Nine Months | 24.14% |
| One Year | 13.39% |
| Three Years | 31.60% |
| Five Years | 130.45% |
| Ten Years | 299.69% |
| YTD | 10.34% |
| Since Inception | 2180.22% |
Yearly Returns
| 2024 | 10.34% |
|---|---|
| 2023 | 18.87% |
| 2022 | -10.61% |
| 2021 | 53.39% |
| 2020 | 29.91% |
| 2019 | 21.93% |
| 2018 | -12.29% |
| 2017 | 27.90% |
| 2016 | 24.60% |
| 2015 | 6.38% |
Risk against SP-DA
| Alpha | -25.82% |
|---|---|
| Beta | 1.45 |
| Correlation | 78.26% |
| Downside Deviation | 5.37% |
| Coefficient of determination | 61.24% |
| Standard Deviation | 5.96% |
| Sharpe Ratio | -0.74 |
| Sortino | -2.85 |
| Treynor | 5.53 |
| Ulcer Index | 8.96 |
| Ulcer Performance Index | -1.71 |