Oberweis Emerging Financials
| OBGIX Fund | USD 30.83 0.11 0.36% |
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 Emerging Fund Summary
Oberweis Emerging competes with Oberweis China, Oberweis Emerging, Oberweis International, and Oberweis International. 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.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Oberweis Funds |
| Mutual Fund Family | Oberweis |
| Mutual Fund Category | World Small/Mid Stock |
| 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 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 2.99 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.Oberweis Emerging Growth Systematic Risk
Oberweis Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis Emerging 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Oberweis Emerging Growth correlated with the market. If Beta is less than 0 Oberweis Emerging generally moves in the opposite direction as compared to the market. If Oberweis Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis Emerging Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis Emerging is generally in the same direction as the market. If Beta > 1 Oberweis Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Oberweis Emerging January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oberweis Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis Emerging Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis Emerging Growth 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 Emerging's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.8 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 6.11 | |||
| Value At Risk | (2.54) | |||
| Potential Upside | 2.03 |
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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