Oberweis Small Financials
| OBSOX Fund | USD 27.01 0.33 1.24% |
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 Small Fund Summary
Oberweis Small competes with T Rowe, T Rowe, Fidelity Small, and Champlain Small. The fund invests normally at least 80 percent of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Oberweis Funds |
| Mutual Fund Family | Oberweis |
| Mutual Fund Category | Small Growth |
| 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 Small's current stock value. Our valuation model uses many indicators to compare Oberweis Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Small competition to find correlations between indicators driving Oberweis Small's intrinsic value. More Info.Oberweis Small Cap 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oberweis Small Cap Opportunities is roughly 7.08 . 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 Small's earnings, one of the primary drivers of an investment's value.Oberweis Small Cap Systematic Risk
Oberweis Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis Small 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-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Oberweis Small Cap correlated with the market. If Beta is less than 0 Oberweis Small generally moves in the opposite direction as compared to the market. If Oberweis Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis Small is generally in the same direction as the market. If Beta > 1 Oberweis Small moves generally in the same direction as, but more than the movement of the benchmark.
Oberweis Small November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oberweis Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis Small Cap Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.4 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 6.04 | |||
| Value At Risk | (2.26) | |||
| Potential Upside | 1.9 |
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small 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 Small security.
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