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Oberweis International Opportunities (OBIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.08+0.23 (+1.22%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.53%
5-year average return4.93%
Number of years up10
Number of years down6
Best 1-yr total return (30 May 2024)62.86%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return62.86%
Worst 3-yr total return-12.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOBIOXCategory
YTD2.41%7.70%
1-month-3.83%0.28%
3-month2.88%7.17%
1-year3.27%42.00%
3-year-13.32%13.14%
5-year2.39%14.91%
10-year4.33%9.64%
Last bull market23.96%19.05%
Last bear market-22.99%-21.47%

Annual total return (%) history

Year
OBIOXCategory
2024
N/AN/A
2023
4.89%N/A
2022
-37.06%N/A
2021
1.52%N/A
2020
62.86%28.40%
2019
22.85%27.78%
2018
-24.73%-18.34%
2017
40.77%36.19%
2016
-5.28%-2.98%
2015
15.14%7.05%
2014
-4.58%-5.40%
2013
55.01%26.61%
2012
32.96%22.20%
2011
-14.50%-14.72%
2010
30.37%23.04%
2009
61.04%49.24%
2008
-60.50%-49.02%
2007
N/A12.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.49%N/AN/AN/A
20235.16%-1.54%-6.43%8.27%
2022-17.77%-22.99%-12.40%13.47%
2021-0.92%7.14%-0.60%-3.79%
2020-24.96%48.70%18.40%23.27%
201915.62%3.13%-4.56%7.95%
20181.41%-1.24%-2.82%-22.67%
201710.60%8.55%9.12%7.45%
2016-1.50%0.86%3.73%-8.08%
20157.06%5.03%-4.41%7.12%
20141.95%3.13%-6.89%-2.52%
201314.29%5.77%13.83%12.66%
201218.38%-9.28%13.77%8.82%
20111.89%4.48%-23.71%5.27%
20103.46%-9.91%25.00%11.91%
2009-4.85%29.06%19.88%9.39%
2008-12.70%6.17%-29.76%-39.32%
200719.53%11.81%-1.40%N/A

Rank in category (by total return)

YTD21
1-month32
3-month19
1-year45
3-year93
5-year67

Load adjusted returns

1-year3.27%
3-year-13.32%
5-year2.39%
10-year4.33%