Singapore markets closed

Oberweis Small-Cap Opportunities Instl (OBSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.99+0.13 (+0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.90%
5-year average return18.47%
Number of years up4
Number of years down2
Best 1-yr total return (2 Jul 2024)43.92%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return43.92%
Worst 3-yr total return14.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOBSIXCategory
YTD15.08%12.40%
1-month-0.27%3.37%
3-month4.45%4.88%
1-year16.83%55.69%
3-year10.84%19.34%
5-year18.75%20.72%
10-year13.69%13.98%
Last bull market28.19%27.85%
Last bear market-16.31%-24.06%

Annual total return (%) history

Year
OBSIXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-10.93%N/A
2021
43.92%N/A
2020
32.80%38.62%
2019
25.43%27.68%
2018
-7.05%-5.76%
2017
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.17%4.45%N/AN/A
202311.19%2.81%-4.67%6.50%
2022-7.16%-16.31%4.17%10.05%
202116.37%8.03%3.22%10.90%
2020-25.67%30.83%8.73%25.61%
201917.06%3.16%-4.87%9.19%
20180.18%8.44%8.85%-21.39%
20179.33%5.04%N/AN/A

Rank in category (by total return)

YTD8
1-month52
3-month3
1-year13
3-year1
5-year1

Load adjusted returns

1-year16.83%
3-year10.84%
5-year18.75%
10-year13.69%