# Oberweis Small-Cap Opportunities (OBSOX)

> Source: Nexqual · https://nexqual.com/OBSOX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Oberweis Small-Cap Opportunities (OBSOX), nexqual.com/OBSOX" · informational, not investment advice.

**Price:** USD 34.59 (-0.80% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 34.87 · day 34.59–34.59 · 52w 26.24–41.47 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +19.5% vs S&P 500 +13.4%; 5Y +70.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +19.5% | +70.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.6% | +11.2% |
| Volatility (annualized) | 29.2% | 23.3% |
| Max drawdown | -16.6% (Jun 2026→Oct 2026) | -27.3% (Nov 2021→Jun 2022) |

## Peers
OBMCX (Oberweis Micro Cap Portfolio) USD 60.16 +0.00% · NEAGX (Needham Aggressive Growth Fund ) USD 62.54 -0.00% · OBEGX (Oberweis Global Opportunities F) USD 35.64 +0.00% · VLIFX (Value Line Mid Cap Focused Fund) USD 31.52 -0.00% · FTXNX (Fuller & Thaler Behavioral Smal) USD 59.57 +0.00%

## More
Full page: https://nexqual.com/OBSOX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

