HRSMX vs. OBMCX

In the year-to-date period, HRSMX achieves a -13.38% return, which is significantly lower than OBMCX's -10.18% return. Over the past 10 years, HRSMX has underperformed OBMCX with an annualized return of 6.91%, while OBMCX has yielded a comparatively higher 15.32% annualized return.

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HRSMX has a 1.09% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) 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 HRSMX Sharpe Ratio is -0.04, which is lower than the OBMCX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of HRSMX 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.

Neither HRSMX nor OBMCX has paid dividends to shareholders.

The maximum HRSMX drawdown since its inception was -65.94%, roughly equal to the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for HRSMX and OBMCX. For additional features, visit the drawdowns tool.

Hood River Small-Cap Growth Fund (HRSMX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 8.46% and 8.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.