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Oberweis China Opportunities Fund: (MF: OBCHX)
(NASDAQ Mutual Funds) As of Oct 9, 2025 08:00 PM ET
$10.20 USD
-0.02 (-0.20%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 36.72 | 2 |
| 3 months | 21.23 | 9 |
| 6 months | 21.08 | 14 |
| 1 Year | 44.92 | 11 |
| 3 Year | 8.28 | 45 |
| 5 Year | -1.85 | 75 |
| 10 Year | 7.16 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -68.88 |
| Bull Market (2/09 - 3/21) | 481.55 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 21.44 |
| 5 Year | -1.54 |
| 10 Year | 3.07 |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 14.07 | 4.96 | NA | NA |
| 2024 | 1.21 | 4.51 | 9.94 | -7.75 |
| 2023 | -2.10 | -7.01 | 2.00 | -0.60 |
| 2022 | -26.06 | 5.87 | -23.64 | 5.06 |
| 2021 | -3.35 | 9.27 | -9.20 | -1.36 |
| 2020 | -10.05 | 32.46 | 12.79 | 16.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 36.72 | 7.29 | -7.70 | -37.19 | -5.41 | 56.51 | 36.32 | -26.00 | 55.04 | -9.21 | -2.20 |
| % Total Return Rel to Index | 17.75 | -0.07 | -23.41 | -21.93 | -10.38 | 47.24 | 20.41 | -11.73 | 33.48 | -10.70 | -2.63 |
| % Total Return Rel to Peer | 19.58 | -2.18 | -6.92 | -14.18 | 0.87 | 27.84 | 15.89 | -10.28 | 16.96 | -11.55 | 1.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.14 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.04 | 2.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.09 | 4.79 | 1.98 | 0.41 | 2.44 | 0.98 | 0.08 | 1.34 |
| Expense Ratio | 0.00 | 2.16 | 2.15 | 2.03 | 1.87 | 1.95 | 1.84 | 1.86 | 1.91 | 1.98 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%