Oberweis Emerging Financial Statements From 2010 to 2024
| OBGIX Fund | USD 31.72 0.25 0.79% |
Check Oberweis Emerging financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oberweis Emerging's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oberweis financial statements analysis is a perfect complement when working with Oberweis Emerging Valuation or Volatility modules.
Oberweis |
Oberweis Emerging Growth Mutual Fund Year To Date Return Analysis
Oberweis Emerging's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oberweis Emerging Year To Date Return | 15.98 % |
Most of Oberweis Emerging's fundamental indicators, such as Year To Date 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 Emerging Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Oberweis Emerging Growth has a Year To Date Return of 15.9781%. This is much higher than that of the Oberweis family and significantly higher than that of the World Small/Mid Stock category. The year to date return for all United States funds is notably lower than that of the firm.
Oberweis Emerging Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Emerging's current stock value. Our valuation model uses many indicators to compare Oberweis Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Emerging competition to find correlations between indicators driving Oberweis Emerging's intrinsic value. More Info.Oberweis Emerging Growth is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 1.65 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oberweis Emerging's earnings, one of the primary drivers of an investment's value.About Oberweis Emerging Financial Statements
Oberweis Emerging investors use historical fundamental indicators, such as Oberweis Emerging's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oberweis Emerging. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to 1.5 billion or are within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. It may invest without limit in U.S. and non-U.S. companies. The fund may invest in equity-linked certificates issued andor guaranteed by counterparties rated A or better by Moodys or SP Corporation or issued andor guaranteed by counterparties deemed to be of similar quality by OAM.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oberweis Mutual Fund
Oberweis Emerging financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis Emerging security.
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