HRSMX vs. OBSOX

In the year-to-date period, HRSMX achieves a -9.41% return, which is significantly lower than OBSOX's -5.41% return. Both investments have delivered pretty close results over the past 10 years, with HRSMX having a 12.06% annualized return and OBSOX not far ahead at 12.11%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 0.22, which is higher than the OBSOX Sharpe Ratio of -0.17. 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.

HRSMX's dividend yield for the trailing twelve months is around 4.14%, more than OBSOX's 0.84% yield.

The maximum HRSMX drawdown since its inception was -58.32%, smaller than the maximum OBSOX drawdown of -80.48%. Use the drawdown chart below to compare losses from any high point for HRSMX and OBSOX.

Hood River Small-Cap Growth Fund (HRSMX) and Oberweis Small-Cap Opportunities Fund (OBSOX) have volatilities of 6.38% and 6.55%, 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.