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Oberweis Micro-Cap (OBMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.24+0.17 (+0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.65%
5-year average return18.24%
Number of years up21
Number of years down7
Best 1-yr total return (17 Jun 2024)64.88%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return64.88%
Worst 3-yr total return5.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOBMCXCategory
YTD8.06%12.40%
1-month10.74%3.37%
3-month5.12%4.88%
1-year20.70%55.69%
3-year9.61%19.34%
5-year18.87%20.72%
10-year14.93%13.98%
Last bull market26.72%27.85%
Last bear market-14.68%-24.06%

Annual total return (%) history

Year
OBMCXCategory
2024
N/AN/A
2023
18.87%N/A
2022
-10.61%N/A
2021
53.38%N/A
2020
29.91%38.62%
2019
21.94%27.68%
2018
-12.30%-5.76%
2017
27.90%21.50%
2016
24.60%11.20%
2015
6.38%-2.41%
2014
-7.71%2.44%
2013
64.88%40.91%
2012
8.57%13.15%
2011
-8.05%-3.55%
2010
17.12%26.98%
2009
49.64%35.46%
2008
-52.98%-41.55%
2007
10.17%7.59%
2006
1.66%10.81%
2005
12.72%6.02%
2004
2.19%12.41%
2003
108.93%45.54%
2002
-17.35%-27.88%
2001
23.86%-8.91%
2000
-8.00%-3.85%
1999
19.46%64.77%
1998
4.34%5.23%
1997
10.67%17.41%
1996
22.80%18.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.54%N/AN/AN/A
20239.07%8.69%-8.21%9.24%
2022-8.47%-14.68%2.39%11.80%
202126.29%10.18%-3.56%14.30%
2020-32.41%32.23%7.44%35.29%
201921.23%2.11%-9.45%8.79%
2018-1.23%11.57%6.11%-24.99%
20177.36%4.68%9.99%3.47%
2016-0.85%5.25%10.89%7.67%
20150.82%8.34%-5.56%3.13%
20143.14%-4.50%-8.30%2.17%
201314.23%6.98%19.58%12.83%
201211.25%-6.26%7.96%-3.57%
20116.90%-1.38%-25.47%17.03%
20100.96%-11.52%12.59%16.44%
2009-10.50%30.06%26.58%1.56%
2008-27.06%2.29%-12.75%-27.78%
20073.49%7.10%6.74%-6.88%
20068.15%-12.66%-4.59%12.81%
2005-6.11%2.86%8.58%7.49%
2004-1.75%-1.78%-13.93%23.04%
20036.49%36.86%18.37%21.11%
2002-5.84%-3.04%-23.32%18.06%
2001-3.03%23.46%-18.38%26.76%
200031.76%-18.55%11.94%-23.41%
1999-12.69%14.70%-5.56%26.32%
19987.80%-6.89%-25.29%39.16%
1997-7.25%13.43%24.61%-15.59%
199622.70%13.45%-1.51%-10.43%

Rank in category (by total return)

YTD22
1-month2
3-month7
1-year35
3-year2
5-year2

Load adjusted returns

1-year20.70%
3-year9.61%
5-year18.87%
10-year14.93%