Oberweis Mutual Fund Financials

OBIOX -  USA Fund  

USD 33.85  0.35  1.04%

Understanding current and past Oberweis International Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oberweis International's financial statements are interrelated, with each one affecting the others. For example, an increase in Oberweis International's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Oberweis International's financials over time to get the whole picture.
Use fundamental data analysis to confirm all available drivers of Oberweis International to find out if markets are presently mispricing the entity. We were able to break down and interpolate data for fourteen available financial ratios for Oberweis International, which can be compared to its competitors. Use Oberweis International number of employees and net asset to make sure your decision on pricing Oberweis International is adequate. Use Oberweis International to enhance returns of your portfolios. The fund experiences a large bullish trend. Check odds of Oberweis International to be traded at $37.24 in 90 days.

Oberweis Fundamentals 

With this module, you can analyze Oberweis financials for your investing period. You should be able to track the changes in Oberweis International individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Oberweis International Opportunities has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Oberweis International mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Oberweis International's official financial statements usually reflect Oberweis International's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Oberweis International. For example, before you start analyzing numbers published by Oberweis accountants, it's critical to develop an understanding of what Oberweis International's liquidity, profitability, and earnings quality are in the context of the Oberweis space in which it operates.
Please note that past performance is not an indicator of the future performance of Oberweis International, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Oberweis International Company Summary

Oberweis International competes with T Rowe, and Invesco Oppenheimer. The investment seeks to maximize long-term capital appreciation. Oberweis International is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressOberweis Funds
Mutual Fund FamilyOberweis
Mutual Fund CategoryForeign Small/Mid Growth
Phone800 323 6166
CurrencyUSD - US Dollar

Oberweis International Key Financial Ratios

Generally speaking, Oberweis International's financial ratios allow both analysts and investors to convert raw data from Oberweis International's financial statements into concise, actionable information that can be used to evaluate the performance of Oberweis International over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Oberweis International reports annually and quarterly.

Oberweis Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oberweis International's current stock value. Our valuation model uses many indicators to compare Oberweis International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis International competition to find correlations between indicators driving Oberweis International's intrinsic value. More Info.
Oberweis International Opportunities is number one fund in ten year return among similar funds. It is regarded second largest fund in three year return among similar funds reporting about  0.24  of Three Year Return per Ten Year Return. The ratio of Ten Year Return to Three Year Return for Oberweis International Opportunities is roughly  4.12 

Oberweis International Systematic Risk

Oberweis International's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis International volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on Oberweis International correlated with the market. If Beta is less than 0 Oberweis International generally moves in the opposite direction as compared to the market. If Oberweis International Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis International is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis International is generally in the same direction as the market. If Beta > 1 Oberweis International moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Oberweis International Financials

What exactly are Oberweis International Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Oberweis International's income statement, its balance sheet, and the statement of cash flows. Potential Oberweis International investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Oberweis International investors may use each financial statement separately, they are all related. The changes in Oberweis International's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oberweis International's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Oberweis International Opportunities is regarded third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Foreign Small/Mid Growth category is currently estimated at about 19.95 Billion. Oberweis International claims roughly 351.68 Million in net asset contributing just under 2% to all funds under Foreign Small/Mid Growth category.

Oberweis International October 19, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oberweis International help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis International Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis International Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Oberweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oberweis International's daily price indicators and compare them against related drivers.
Downside Deviation1.22
Information Ratio0.0213
Maximum Drawdown5.54
Value At Risk(2.05)
Potential Upside1.81
Please check Your Equity Center. Note that the Oberweis International information on this page should be used as a complementary analysis to other Oberweis International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for Oberweis Mutual Fund analysis

When running Oberweis International price analysis, check to measure Oberweis International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oberweis International is operating at the current time. Most of Oberweis International's value examination focuses on studying past and present price action to predict the probability of Oberweis International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oberweis International's price. Additionally, you may evaluate how the addition of Oberweis International to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Please note, there is a significant difference between Oberweis International's value and its price as these two are different measures arrived at by different means. Investors typically determine Oberweis International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.