Oberweis Small Cap Opportunities Fund Price on November 25, 2024
| OBSOX Fund | USD 27.07 0.13 0.48% |
Below is the normalized historical share price chart for Oberweis Small Cap Opportunities extending back to September 19, 1996. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oberweis Small-cap stands at 27.07, as last reported on the 28th of November, with the highest price reaching 27.07 and the lowest price hitting 27.07 during the day.
If you're considering investing in Oberweis Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Oberweis Mutual Fund to be very steady. Oberweis Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.0455, which implies the entity had a 0.0455% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oberweis Small Cap, which you can use to evaluate the volatility of the fund. Please check Oberweis Small-cap's Risk Adjusted Performance of 0.0498, coefficient of variation of 1669.04, and Semi Deviation of 1.31 to confirm if the risk estimate we provide is consistent with the expected return of 0.0581%.
Oberweis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oberweis |
Sharpe Ratio = 0.0455
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| Cash | OBSOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Oberweis Small-cap is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oberweis Small-cap by adding it to a well-diversified portfolio.
Oberweis Small-cap Valuation on November 25, 2024
It is possible to determine the worth of Oberweis Small-cap on a given historical date. On November 25, 2024 Oberweis was worth 27.38 at the beginning of the trading date compared to the closed value of 27.38. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oberweis Small-cap mutual fund. Still, in general, we apply an absolute valuation method to find Oberweis Small-cap's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oberweis Small-cap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oberweis Small-cap's related companies.
| Open | High | Low | Close | Volume | |
| 27.01 | 27.01 | 27.01 | 27.01 | 1.00 | |
11/25/2024 | 27.38 | 27.38 | 27.38 | 27.38 | 1.00 |
| 27.20 | 27.20 | 27.20 | 27.20 | 1.00 |
| Backtest Oberweis Small-cap | | | Oberweis Small-cap History | | | Oberweis Small-cap Valuation | Previous | Next |
Oberweis Small-cap Trading Date Momentum on November 25, 2024
| On November 26 2024 Oberweis Small Cap Opportunities was traded for 27.20 at the closing time. The highest daily price throughout the period was 27.20 and the lowest price was 27.20 . There was no trading activity during the period 1.0. Lack of trading volume on 11/26/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.66% . The trading delta at closing time to current closing price is 1.13% . |
Oberweis Small Cap Fundamentals Correlations and Trends
By evaluating Oberweis Small-cap's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oberweis Small-cap's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oberweis financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oberweis Small-cap Mutual Fund history
Oberweis Small-cap investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oberweis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oberweis Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oberweis Small-cap stock prices may prove useful in developing a viable investing in Oberweis Small-cap
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.
Oberweis Small-cap Mutual Fund Technical Analysis
Oberweis Small-cap technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oberweis Small-cap Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Oberweis Small Cap Opportunities cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oberweis Small-cap November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Oberweis Small-cap mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oberweis Small-cap shares will generate the highest return on investment. By undertsting and applying Oberweis Small-cap mutual fund market strength indicators, traders can identify Oberweis Small Cap Opportunities entry and exit signals to maximize returns
Oberweis Small-cap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oberweis Small-cap's price direction in advance. Along with the technical and fundamental analysis of Oberweis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oberweis to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0498 | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0491 |
| Cycle Indicators | ||
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small-cap 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-cap security.
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