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Oberweis Global Opportunities Investor (OBEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.96-0.22 (-0.78%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.23%
5-year average return10.65%
Number of years up25
Number of years down11
Best 1-yr total return (17 Jun 2024)56.71%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return56.71%
Worst 3-yr total return-1.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOBEGXCategory
YTD4.74%12.99%
1-month5.06%1.30%
3-month2.07%6.38%
1-year9.57%53.27%
3-year-5.16%14.94%
5-year11.13%15.72%
10-year7.65%9.30%
Last bull market20.92%18.45%
Last bear market-19.59%-25.47%

Annual total return (%) history

Year
OBEGXCategory
2024
N/AN/A
2023
6.40%N/A
2022
-26.80%N/A
2021
20.92%N/A
2020
55.55%24.89%
2019
25.67%26.49%
2018
-25.66%-14.25%
2017
33.30%25.44%
2016
-1.54%9.32%
2015
10.02%-1.23%
2014
-8.75%-0.42%
2013
56.71%30.99%
2012
8.07%18.46%
2011
-11.56%-11.76%
2010
26.79%20.56%
2009
51.92%47.20%
2008
-57.00%-44.69%
2007
6.82%9.94%
2006
4.87%19.63%
2005
2.74%14.86%
2004
6.29%20.29%
2003
67.70%44.66%
2002
-24.24%-18.01%
2001
0.47%-15.09%
2000
-10.69%-7.00%
1999
53.18%56.41%
1998
-3.10%1.76%
1997
-8.55%2.69%
1996
22.45%14.84%
1995
42.56%15.74%
1994
-3.52%-1.66%
1993
9.72%34.71%
1992
13.71%4.90%
1991
87.06%29.42%
1990
0.41%-9.74%
1989
24.33%22.02%
1988
6.24%24.04%
1987
N/A-4.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.03%N/AN/AN/A
20237.75%0.44%-8.92%7.94%
2022-19.01%-19.59%-0.70%13.20%
202110.44%8.88%-2.12%2.74%
2020-18.57%40.03%4.66%30.35%
201914.78%4.54%-6.12%11.55%
2018-3.67%3.44%-1.49%-24.28%
20179.78%5.93%10.98%3.29%
2016-4.92%1.95%8.58%-6.44%
20158.24%8.58%-10.12%4.15%
20140.16%-2.43%-9.26%2.89%
201312.14%7.25%16.90%11.46%
201212.52%-4.88%6.67%-5.34%
201113.89%-2.69%-28.09%10.97%
20107.02%-7.48%12.87%13.44%
2009-7.20%28.63%17.55%8.27%
2008-29.42%4.83%-15.19%-31.48%
2007-1.87%9.58%7.11%-7.25%
200611.54%-10.45%-6.87%12.73%
2005-9.95%5.33%8.64%-0.29%
20040.30%-1.25%-10.30%19.65%
2003-5.46%37.44%19.51%7.98%
2002-7.84%-8.46%-22.55%15.96%
2001-12.13%24.44%-26.76%25.46%
200026.69%-9.48%3.69%-24.90%
1999-0.81%13.11%-0.08%36.62%
199811.75%-10.09%-25.59%29.62%
1997-18.35%19.79%17.27%-20.27%
199611.52%8.69%-0.71%1.75%
19959.86%14.24%11.24%2.12%
1994-6.08%-12.86%16.69%1.04%
1993-3.21%1.78%11.51%-0.13%
19926.20%-20.39%9.85%22.44%
199143.85%-5.34%20.32%14.18%
19909.29%15.55%-31.91%16.78%
198910.00%10.68%15.41%-11.52%
198814.13%11.61%-13.84%-3.19%
19870.47%-0.86%-28.28%N/A

Rank in category (by total return)

YTD26
1-month28
3-month50
1-year68
3-year65
5-year12

Load adjusted returns

1-year9.57%
3-year-5.16%
5-year11.13%
10-year7.65%