OBCHX vs. CAF
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and Morgan Stanley China A Share Fund (CAF).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. CAF is an actively managed fund by Morgan Stanley. It was launched on Jul 6, 2006.
Performance
OBCHX vs. CAF - Performance Comparison
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OBCHX vs. CAF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
CAF Morgan Stanley China A Share Fund | -0.35% | 41.51% | 0.34% | -9.39% | -30.41% | -1.77% | 12.74% | 23.50% | -14.26% | 44.94% |
Returns By Period
In the year-to-date period, OBCHX achieves a 7.49% return, which is significantly higher than CAF's -0.35% return. Over the past 10 years, OBCHX has outperformed CAF with an annualized return of 8.25%, while CAF has yielded a comparatively lower 4.66% annualized return.
OBCHX
- 1D
- 0.49%
- 1M
- -6.43%
- YTD
- 7.49%
- 6M
- 2.30%
- 1Y
- 31.92%
- 3Y*
- 15.28%
- 5Y*
- -1.95%
- 10Y*
- 8.25%
CAF
- 1D
- -1.14%
- 1M
- -4.89%
- YTD
- -0.35%
- 6M
- 3.42%
- 1Y
- 35.06%
- 3Y*
- 8.23%
- 5Y*
- -3.25%
- 10Y*
- 4.66%
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OBCHX vs. CAF - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than CAF's 1.67% expense ratio.
Return for Risk
OBCHX vs. CAF — Risk / Return Rank
OBCHX
CAF
OBCHX vs. CAF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Morgan Stanley China A Share Fund (CAF). 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.
| OBCHX | CAF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.78 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.44 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.34 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 3.00 | -1.26 |
Martin ratioReturn relative to average drawdown | 6.92 | 9.93 | -3.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OBCHX | CAF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.78 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | -0.15 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.21 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.26 | +0.13 |
Correlation
The correlation between OBCHX and CAF is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OBCHX vs. CAF - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than CAF's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 0.94% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
CAF Morgan Stanley China A Share Fund | 1.52% | 1.51% | 2.63% | 0.96% | 0.02% | 6.57% | 10.40% | 3.78% | 9.48% | 5.20% | 4.69% | 67.03% |
Drawdowns
OBCHX vs. CAF - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than CAF's maximum drawdown of -65.88%. Use the drawdown chart below to compare losses from any high point for OBCHX and CAF.
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Drawdown Indicators
| OBCHX | CAF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -65.88% | -8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -11.38% | -6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -49.01% | -3.16% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -49.01% | -10.46% |
Current DrawdownCurrent decline from peak | -28.35% | -18.37% | -9.98% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -26.04% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 3.46% | +1.20% |
Volatility
OBCHX vs. CAF - Volatility Comparison
Oberweis China Opportunities Fund (OBCHX) has a higher volatility of 7.51% compared to Morgan Stanley China A Share Fund (CAF) at 6.42%. This indicates that OBCHX's price experiences larger fluctuations and is considered to be riskier than CAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | CAF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 6.42% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 13.89% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.37% | 19.77% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 21.19% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 21.90% | +3.08% |