Oberweis Emerging Growth Fund Manager Performance Evaluation
| OBEGX Fund | USD 31.07 0.09 0.29% |
The fund holds a Beta of 1.16, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Oberweis Emerging will likely underperform.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Oberweis Emerging Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Oberweis Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.5100 |
Oberweis |
Oberweis Emerging Relative Risk vs. Return Landscape
If you would invest 3,084 in Oberweis Emerging Growth on August 30, 2024 and sell it today you would earn a total of 23.00 from holding Oberweis Emerging Growth or generate 0.75% return on investment over 90 days. Oberweis Emerging Growth is currently producing 0.02% returns and takes up 1.283% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Oberweis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oberweis Emerging Current Valuation
Fairly Valued
Today
Please note that Oberweis Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oberweis Emerging Growth holds a recent Real Value of $30.84 per share. The prevailing price of the fund is $31.07. We determine the value of Oberweis Emerging Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oberweis Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oberweis Mutual Fund. However, Oberweis Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.07 | Real 30.84 | Hype 31.07 | Naive 30.86 |
The intrinsic value of Oberweis Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oberweis Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oberweis Emerging Growth helps investors to forecast how Oberweis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oberweis Emerging more accurately as focusing exclusively on Oberweis Emerging's fundamentals will not take into account other important factors: Oberweis Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oberweis Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oberweis Emerging Growth, and traders can use it to determine the average amount a Oberweis Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0156
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OBEGX |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Oberweis Emerging is performing at about 1% 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 Emerging by adding it to a well-diversified portfolio.
Oberweis Emerging Fundamentals Growth
Oberweis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oberweis Emerging, and Oberweis Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oberweis Mutual Fund performance.
| Price To Earning | 24.99 X | |||
| Price To Book | 3.66 X | |||
| Price To Sales | 1.86 X | |||
| Total Asset | 36.79 M | |||
About Oberweis Emerging Performance
Evaluating Oberweis Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oberweis Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oberweis Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Oberweis Emerging Growth performance evaluation
Checking the ongoing alerts about Oberweis Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oberweis Emerging Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -4.0% | |
| Oberweis Emerging Growth maintains 97.35% of its assets in stocks |
- Analyzing Oberweis Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oberweis Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Oberweis Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oberweis Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oberweis Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oberweis Emerging's mutual fund. These opinions can provide insight into Oberweis Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
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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