HRSMX vs. OBSOX

In the year-to-date period, HRSMX achieves a 44.69% return, which is significantly higher than OBSOX's 20.61% return. Over the past 10 years, HRSMX has outperformed OBSOX with an annualized return of 10.33%, while OBSOX has yielded a comparatively lower 4.98% annualized return.

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HRSMX has a 1.09% expense ratio, which is lower than OBSOX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Oberweis Small-Cap Opportunities Fund (OBSOX). 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 2.80, which is higher than the OBSOX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of HRSMX and OBSOX, 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 OBSOX has paid dividends to shareholders.

The maximum HRSMX drawdown since its inception was -65.94%, smaller than the maximum OBSOX drawdown of -86.25%. Use the drawdown chart below to compare losses from any high point for HRSMX and OBSOX. For additional features, visit the drawdowns tool.

Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 7.49% compared to Oberweis Small-Cap Opportunities Fund (OBSOX) at 7.13%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than OBSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.