Oberweis China Opportunities Fund Manager Performance Evaluation
| OBCHX Fund | USD 8.46 0.20 2.42% |
The fund holds a Beta of 0.39, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oberweis China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oberweis China is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oberweis China Opportunities are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Oberweis China showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 |
Oberweis |
Oberweis China Relative Risk vs. Return Landscape
If you would invest 687.00 in Oberweis China Opportunities on December 17, 2024 and sell it today you would earn a total of 159.00 from holding Oberweis China Opportunities or generate 23.14% return on investment over 90 days. Oberweis China Opportunities is currently producing 0.3666% returns and takes up 1.975% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Oberweis, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oberweis China Current Valuation
Overvalued
Today
Please note that Oberweis China's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Oberweis China Oppor holds a recent Real Value of $8.04 per share. The prevailing price of the fund is $8.46. We determine the value of Oberweis China Oppor from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oberweis China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oberweis Mutual Fund. However, Oberweis China's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.46 | Real 8.04 | Hype 8.26 | Naive 8.35 |
The intrinsic value of Oberweis China's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oberweis China's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oberweis China Opportunities helps investors to forecast how Oberweis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oberweis China more accurately as focusing exclusively on Oberweis China's fundamentals will not take into account other important factors: Oberweis China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oberweis China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oberweis China Opportunities, and traders can use it to determine the average amount a Oberweis China's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1856
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | OBCHX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.98 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Oberweis China is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oberweis China by adding it to a well-diversified portfolio.
Oberweis China Fundamentals Growth
Oberweis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oberweis China, and Oberweis China fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oberweis Mutual Fund performance.
| Price To Earning | 16.19 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 40.16 M | ||||
About Oberweis China Performance
Evaluating Oberweis China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oberweis China has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oberweis China has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests normally at least 80 percent of its net assets in China securities. It invests principally in the common stocks of companies that the funds investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. The fund may invest in Chinese securities acquired through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, as well as equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.Things to note about Oberweis China Oppor performance evaluation
Checking the ongoing alerts about Oberweis China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oberweis China Oppor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oberweis China's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oberweis China's mutual fund performance include:- Analyzing Oberweis China's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oberweis China's stock is overvalued or undervalued compared to its peers.
- Examining Oberweis China's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oberweis China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oberweis China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oberweis China's mutual fund. These opinions can provide insight into Oberweis China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oberweis Mutual Fund
Oberweis China 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 China security.
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