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Oberweis International Opps Instl (OBIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.66-0.05 (-0.57%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.47%
5-year average return2.74%
Number of years up6
Number of years down3
Best 1-yr total return (29 Apr 2024)63.65%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return63.65%
Worst 3-yr total return-12.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOBIIXCategory
YTD6.47%7.70%
1-month3.78%0.28%
3-month6.47%7.17%
1-year7.05%42.00%
3-year-10.20%13.14%
5-year4.65%14.91%
10-year4.78%9.64%
Last bull market37.13%19.05%
Last bear market-22.78%-21.47%

Annual total return (%) history

Year
OBIIXCategory
2024
N/AN/A
2023
5.69%N/A
2022
-37.45%N/A
2021
2.10%N/A
2020
63.65%28.40%
2019
23.50%27.78%
2018
-23.91%-18.34%
2017
40.99%36.19%
2016
-5.43%-2.98%
2015
15.68%7.05%
2014
N/A-5.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.47%N/AN/AN/A
20235.12%-1.39%-6.12%8.60%
2022-17.62%-22.78%-12.47%12.33%
2021-0.77%7.19%-0.39%-3.64%
2020-24.59%48.66%18.17%23.54%
201915.69%3.24%-4.31%8.06%
20181.41%-1.16%-2.42%-22.20%
201710.70%8.64%9.07%7.48%
2016-1.84%0.79%3.72%-7.84%
20157.13%5.20%-4.25%7.19%
20142.91%-6.47%-2.81%N/A

Rank in category (by total return)

YTD21
1-month11
3-month21
1-year61
3-year92
5-year51

Load adjusted returns

1-year7.05%
3-year-10.20%
5-year4.65%
10-year4.78%