Oberweis

Statistics as of Apr 04, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-19.1%
3yr Return
3.9%
1yr Return
-12.6%
Total Assets
$1B
6M Money Flow
$282M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-20.8%
3yr Return
12.3%
1yr Return
-3.9%
Total Assets
$538M
6M Money Flow
$74M
Global Small/Mid Stock
Expense Ratio
1.48%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-17.6%
3yr Return
-13.3%
1yr Return
-11.6%
Total Assets
$48M
6M Money Flow
$5M
Foreign Large Growth
Expense Ratio
0.95%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
3.0%
1yr Return
4.8%
Total Assets
$9M
6M Money Flow
$2M
China Region
Expense Ratio
2.16%
TTM Yield
2.0%
3yr Sharpe
-0.23
YTD Return
5.4%
3yr Return
-15.9%
1yr Return
9.1%
Total Assets
$40M
6M Money Flow
-$1M
Foreign Small/Mid Growth
Expense Ratio
1.10%
TTM Yield
3.4%
3yr Sharpe
0.27
YTD Return
-5.1%
3yr Return
65.1%
1yr Return
-3.2%
Total Assets
$307M
6M Money Flow
-$17M