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DMCRX vs. OBMCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DMCRX and OBMCX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

DMCRX vs. OBMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Driehaus Micro Cap Growth Fund (DMCRX) and Oberweis Micro Cap Fund (OBMCX). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%450.00%December2025FebruaryMarchAprilMay
353.41%
328.74%
DMCRX
OBMCX

Key characteristics

Sharpe Ratio

DMCRX:

-0.01

OBMCX:

0.27

Sortino Ratio

DMCRX:

0.20

OBMCX:

0.54

Omega Ratio

DMCRX:

1.02

OBMCX:

1.07

Calmar Ratio

DMCRX:

-0.01

OBMCX:

0.24

Martin Ratio

DMCRX:

-0.03

OBMCX:

0.71

Ulcer Index

DMCRX:

12.57%

OBMCX:

9.63%

Daily Std Dev

DMCRX:

30.93%

OBMCX:

27.77%

Max Drawdown

DMCRX:

-46.68%

OBMCX:

-67.42%

Current Drawdown

DMCRX:

-24.55%

OBMCX:

-16.80%

Returns By Period

In the year-to-date period, DMCRX achieves a -13.11% return, which is significantly lower than OBMCX's -10.23% return. Over the past 10 years, DMCRX has underperformed OBMCX with an annualized return of 13.61%, while OBMCX has yielded a comparatively higher 15.30% annualized return.


DMCRX

YTD

-13.11%

1M

21.79%

6M

-16.42%

1Y

-0.20%

5Y*

14.87%

10Y*

13.61%

OBMCX

YTD

-10.23%

1M

15.73%

6M

-12.11%

1Y

7.32%

5Y*

24.07%

10Y*

15.30%

*Annualized

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DMCRX vs. OBMCX - Expense Ratio Comparison

DMCRX has a 1.38% expense ratio, which is lower than OBMCX's 1.48% expense ratio.


Risk-Adjusted Performance

DMCRX vs. OBMCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DMCRX
The Risk-Adjusted Performance Rank of DMCRX is 2121
Overall Rank
The Sharpe Ratio Rank of DMCRX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of DMCRX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of DMCRX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of DMCRX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of DMCRX is 2020
Martin Ratio Rank

OBMCX
The Risk-Adjusted Performance Rank of OBMCX is 3838
Overall Rank
The Sharpe Ratio Rank of OBMCX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of OBMCX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of OBMCX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of OBMCX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of OBMCX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DMCRX vs. OBMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Driehaus Micro Cap Growth Fund (DMCRX) and Oberweis Micro Cap Fund (OBMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current DMCRX Sharpe Ratio is -0.01, which is lower than the OBMCX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of DMCRX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.01
0.27
DMCRX
OBMCX

Dividends

DMCRX vs. OBMCX - Dividend Comparison

DMCRX's dividend yield for the trailing twelve months is around 2.48%, while OBMCX has not paid dividends to shareholders.


TTM202420232022202120202019
DMCRX
Driehaus Micro Cap Growth Fund
2.48%2.16%0.87%0.00%0.00%0.00%0.15%
OBMCX
Oberweis Micro Cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DMCRX vs. OBMCX - Drawdown Comparison

The maximum DMCRX drawdown since its inception was -46.68%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for DMCRX and OBMCX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-24.55%
-16.80%
DMCRX
OBMCX

Volatility

DMCRX vs. OBMCX - Volatility Comparison

Driehaus Micro Cap Growth Fund (DMCRX) has a higher volatility of 12.60% compared to Oberweis Micro Cap Fund (OBMCX) at 11.97%. This indicates that DMCRX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
12.60%
11.97%
DMCRX
OBMCX