Nasdaq - Delayed Quote USD

Oberweis China Opportunities Instl (OCHIX)

8.15
+0.01
+(0.12%)
At close: 8:09:27 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.12%
5y Average Return 0.87%
Number of Years Up 3
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 56.79%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 56.79%
Worst 3Y Total Return -17.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OCHIX
Category
YTD
9.84%
6.62%
1-Month
-3.75%
1.20%
3-Month
7.84%
6.57%
1-Year
15.26%
37.26%
3-Year
0.61%
13.53%
5-Year
0.77%
15.37%
10-Year
1.70%
7.09%
Last Bull Market
3.80%
18.73%
Last Bear Market
5.90%
-27.14%

Annual Total Return (%) History

Year
OCHIX
Category
2025
--
--
2024
7.61%
--
2023
-7.58%
--
2022
-36.97%
--
2021
-5.23%
--
2020
56.79%
37.10%
2019
36.82%
25.86%
2018
-25.85%
-20.68%

2017
--
42.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 14.12% -- -- --
2024 1.35% 4.44% 10.06% -7.62%
2023 -2.20% -6.89% 2.11% -0.60%
2022 -25.96% 5.90% -23.61% 5.22%
2021 -3.21% 9.31% -9.12% -1.44%
2020 -10.01% 32.56% 12.86% 16.47%
2019 25.21% -2.73% 0.26% 12.04%
2018 3.26% -1.76% -13.86% -15.15%
2017 18.08% 5.27% -- --

Rank in Category (By Total Return)

YTD 12
1-Month 37
3-Month 10
1-Year 41
3-Year 26
5-Year 33

Load Adjusted Returns

1-Year 15.26%
3-Year 0.61%
5-Year 0.77%
10-Year 1.70%

Performance & Risk

YTD Return 16.12%
5y Average Return 0.87%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Oberweis
Net Assets 40.68M
YTD Return 9.84%
Yield 2.18%
Morningstar Rating
Inception Date Oct 03, 2005

Fund Summary

The fund invests normally at least 80% of its net assets in China securities. It invests principally in the common stocks of companies that the fund's 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.

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