Oberweis China Financials
| OBCHX Fund | USD 6.98 0.18 2.65% |
Oberweis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oberweis China Fund Summary
Oberweis China competes with Matthews China, T Rowe, Matthews India, and Guinness Atkinson. The fund invests normally at least 80 percent of its net assets in China securities. It invests principally in the common stocks of companies that the funds investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. The fund may invest in Chinese securities acquired through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, as well as equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.Specialization | China Region, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6743754078 |
| Business Address | Oberweis Funds |
| Mutual Fund Family | Oberweis |
| Mutual Fund Category | China Region |
| Benchmark | Dow Jones Industrial |
| Phone | 800 323 6166 |
| Currency | USD - US Dollar |
Oberweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis China's current stock value. Our valuation model uses many indicators to compare Oberweis China value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis China competition to find correlations between indicators driving Oberweis China's intrinsic value. More Info.Oberweis China Opportunities is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oberweis China Opportunities is roughly 6.50 . 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 China's earnings, one of the primary drivers of an investment's value.Oberweis China Oppor Systematic Risk
Oberweis China's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis China volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Oberweis China Oppor correlated with the market. If Beta is less than 0 Oberweis China generally moves in the opposite direction as compared to the market. If Oberweis China Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis China Oppor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis China is generally in the same direction as the market. If Beta > 1 Oberweis China moves generally in the same direction as, but more than the movement of the benchmark.
Oberweis China November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oberweis China help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis China Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis China Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Oberweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oberweis China's daily price indicators and compare them against related drivers.
| Downside Deviation | 2.26 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 12.1 | |||
| Value At Risk | (2.62) | |||
| Potential Upside | 3.71 |
Other Information on Investing in Oberweis Mutual Fund
Oberweis China 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 China security.
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