Oberweis International Ten Year Return vs. Three Year Return

OBIOX -  USA Fund  

USD 31.74  0.19  0.60%

For Oberweis International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oberweis International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oberweis International Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oberweis International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oberweis International Opportunities over time as well as its relative position and ranking within its peers. Please check Your Equity Center.

Oberweis Current Profitability Trends 

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.

Oberweis International Three Year Return vs. Ten Year Return Fundamental Analysis

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.
Oberweis International Opportunities is rated below average in ten year return among similar funds. It is rated below average 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 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oberweis International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oberweis International's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oberweis International's earnings, one of the primary drivers of an investment's value.

Oberweis Three Year Return vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Oberweis International 
Ten Year Return 
(Mean of Monthly Returns - 1) 
13.02 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Oberweis International 
Three Year Return 
(Mean of Monthly Returns - 1) 
3.16 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Oberweis Three Year Return Comparison

Oberweis International is currently under evaluation in three year return among similar funds.

Oberweis International Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Oberweis International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oberweis International will eventually generate negative long term returns. The profitability progress is the general direction of Oberweis International's change in net profit over the period of time. It can combine multiple indicators of Oberweis International, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks to maximize long-term capital appreciation. Oberweis International is traded on NASDAQ Exchange in the United States.

Oberweis Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Oberweis International. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oberweis International position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oberweis International's important profitability drivers and their relationship over time.

Use Oberweis International in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oberweis International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oberweis International will appreciate offsetting losses from the drop in the long position's value.

Oberweis International Pair Trading

Oberweis International Opportunities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Oberweis International and T Rowe Price. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  

Use Investing Themes to Complement your Oberweis International position

In addition to having Oberweis International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Emerging Markets Thematic Idea Now

Emerging Markets
Emerging Markets Theme
Fund or Etfs that invest in markets of developing countries. Emerging Markets theme has 40 constituents.
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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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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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.
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To fully project Oberweis International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oberweis International at a specified time, usually calculated after every quarter, six months, or one year. 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 can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oberweis International investors may work on 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.