Oberweis Micro Cap Fund Manager Performance Evaluation
| OBMCX Fund | USD 40.83 0.43 1.06% |
The fund holds a Beta of 1.09, which implies a somewhat significant risk relative to the market. Oberweis Micro-cap returns are very sensitive to returns on the market. As the market goes up or down, Oberweis Micro-cap is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Oberweis Micro Cap Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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| Expense Ratio Date | 1st of May 2023 |
Oberweis |
Oberweis Micro-cap Relative Risk vs. Return Landscape
If you would invest 4,725 in Oberweis Micro Cap Fund on December 17, 2024 and sell it today you would lose (642.00) from holding Oberweis Micro Cap Fund or give up 13.59% of portfolio value over 90 days. Oberweis Micro Cap Fund is currently producing negative expected returns and takes up 1.7443% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Oberweis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oberweis Micro-cap Current Valuation
Overvalued
Today
Please note that Oberweis Micro-cap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oberweis Micro Cap holds a recent Real Value of $38.06 per share. The prevailing price of the fund is $40.83. We determine the value of Oberweis Micro Cap 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 Micro-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oberweis Mutual Fund. However, Oberweis Micro-cap'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 40.83 | Real 38.06 | Hype 40.83 |
The intrinsic value of Oberweis Micro-cap'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 Micro-cap'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 Micro Cap Fund 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 Micro-cap more accurately as focusing exclusively on Oberweis Micro-cap's fundamentals will not take into account other important factors: Oberweis Micro-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oberweis Micro-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oberweis Micro Cap Fund, and traders can use it to determine the average amount a Oberweis Micro-cap'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 = -0.1307
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OBMCX |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oberweis Micro-cap is not performing at its full potential. However, 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 Micro-cap by adding Oberweis Micro-cap to a well-diversified portfolio.
Oberweis Micro-cap Fundamentals Growth
Oberweis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oberweis Micro-cap, and Oberweis Micro-cap 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 | 21.87 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 1.38 X | ||||
| Total Asset | 206.29 M | ||||
About Oberweis Micro-cap Performance
Evaluating Oberweis Micro-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oberweis Micro-cap 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 Micro-cap 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, 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 within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the funds investment adviser believes have the potential for significant long-term growth in market value.Things to note about Oberweis Micro Cap performance evaluation
Checking the ongoing alerts about Oberweis Micro-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oberweis Micro Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oberweis Micro Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: March 6, 2025 - Cabot Wealth Network | |
| The fund maintains 97.46% of its assets in stocks |
- Analyzing Oberweis Micro-cap'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 Micro-cap's stock is overvalued or undervalued compared to its peers.
- Examining Oberweis Micro-cap'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 Micro-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oberweis Micro-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oberweis Micro-cap's mutual fund. These opinions can provide insight into Oberweis Micro-cap's potential for growth and whether the stock is currently undervalued or overvalued.
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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