Oberweis
Statistics as of May 01, 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.
| Name ▲ | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 2.16% | TTM Yield 2.0% | 3yr Sharpe -0.16 | YTD Return 9.4% | 3yr Return 0.8% | 1yr Return 14.6% | Total Assets $41M | 6M Money Flow -$2M | |
Expense Ratio 1.92% | ||||||||
Expense Ratio 1.48% | TTM Yield 0.0% | 3yr Sharpe 0.01 | YTD Return -4.8% | 3yr Return 14.0% | 1yr Return 6.0% | Total Assets $55M | 6M Money Flow $441K | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 1.10% | TTM Yield 3.0% | 3yr Sharpe 0.38 | YTD Return 9.0% | 3yr Return 113.6% | 1yr Return 15.2% | Total Assets $351M | 6M Money Flow -$25M | |
Expense Ratio 1.35% | ||||||||
Expense Ratio 1.00% | TTM Yield 0.0% | 3yr Sharpe 0.18 | YTD Return -9.0% | 3yr Return 28.6% | 1yr Return -0.8% | Total Assets $1B | 6M Money Flow $144M | |
Expense Ratio 1.25% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.2% | 3yr Sharpe 0.33 | YTD Return 16.2% | 3yr Return 32.8% | 1yr Return 20.3% | Total Assets $11M | 6M Money Flow $2M | |
Expense Ratio 1.22% | TTM Yield 0.0% | 3yr Sharpe 0.27 | YTD Return -12.7% | 3yr Return 37.3% | 1yr Return 9.1% | Total Assets $607M | 6M Money Flow $78M | |
Expense Ratio 1.47% | ||||||||