Oberweis Micro-cap Financial Statements From 2010 to 2024
| OMCIX Fund | USD 50.80 0.30 0.59% |
Check Oberweis Micro-cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oberweis Micro-cap's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oberweis financial statements analysis is a perfect complement when working with Oberweis Micro-cap Valuation or Volatility modules.
Oberweis |
Oberweis Micro Cap Fund Mutual Fund Year To Date Return Analysis
Oberweis Micro-cap's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oberweis Micro-cap Year To Date Return | 31.54 % |
Most of Oberweis Micro-cap's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oberweis Micro Cap Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Oberweis Micro Cap Fund has a Year To Date Return of 31.5447%. This is much higher than that of the Oberweis family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Oberweis Micro Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Micro-cap's current stock value. Our valuation model uses many indicators to compare Oberweis Micro-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Micro-cap competition to find correlations between indicators driving Oberweis Micro-cap's intrinsic value. More Info.Oberweis Micro Cap Fund is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.51 of One Year Return per Year To Date Return. 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 Micro-cap's earnings, one of the primary drivers of an investment's value.About Oberweis Micro-cap Financial Statements
Oberweis Micro-cap investors use historical fundamental indicators, such as Oberweis Micro-cap's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oberweis Micro-cap. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to 600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index, whichever is greater. Oberweis Micro-Cap is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oberweis Mutual Fund
Oberweis Micro-cap financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis Micro-cap security.
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