OBCHX vs. GOPIX

Last updated Jun 4, 2026

OBCHX (Oberweis China Opportunities Fund) and GOPIX (abrdn China A Share Equity Fund) are both China Equities funds. A 0.69 correlation means they provide meaningful diversification when combined. OBCHX charges 2.03%/yr vs 0.99%/yr for GOPIX.

Performance

OBCHX vs. GOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oberweis China Opportunities Fund (OBCHX) and abrdn China A Share Equity Fund (GOPIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OBCHX

• 1D: 1.28%
• 1M: 5.06%
• YTD: 31.84%
• 6M: 34.15%
• 1Y: 61.59%
• 3Y*: 26.88%
• 5Y*: 1.94%
• 10Y*: 10.61%

GOPIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OBCHX vs. GOPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OBCHX Oberweis China Opportunities Fund	31.84%	40.89%	7.28%	-7.70%	-37.21%	-5.16%	57.06%	36.32%	-25.94%	54.99%
GOPIX abrdn China A Share Equity Fund	0.00%	25.89%	5.70%	-24.96%	-22.46%	-3.67%	56.93%	31.74%	-11.87%	35.06%

Correlation

The correlation between OBCHX and GOPIX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.35
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (5Y) Calculated over the trailing 5-year period	0.60
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Aug 6, 2012	0.69

Over the past year, the correlation between OBCHX and GOPIX has dropped to 0.35 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.

Return for Risk

OBCHX vs. GOPIX — Risk / Return Rank

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

OBCHX

OBCHX Risk / Return Rank: 84
OBCHX Sharpe Ratio Rank: 88
OBCHX Sortino Ratio Rank: 73
OBCHX Omega Ratio Rank: 73
OBCHX Calmar Ratio Rank: 97
OBCHX Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OBCHX vs. GOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and abrdn China A Share Equity Fund (GOPIX). 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	GOPIX	Difference
Sharpe ratio: Return per unit of total volatility	2.89	—	—
Sortino ratio: Return per unit of downside risk	3.58	—	—
Omega ratio: Gain probability vs. loss probability	1.48	—	—
Calmar ratio: Return relative to maximum drawdown	6.67	—	—
Martin ratio: Return relative to average drawdown	16.85	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	OBCHX	GOPIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.89	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.07	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	—	—

Drawdowns

Drawdown Indicators

	OBCHX	GOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-74.03%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.59%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-23.88%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-52.17%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-59.47%	—	—
Current Drawdown Current decline from peak	-12.12%	—	—
Average Drawdown Average peak-to-trough decline	-25.71%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.79%	—	—

Volatility

Volatility by Period

	OBCHX	GOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.45%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.76%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	22.11%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.77%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.12%	—	—

OBCHX vs. GOPIX - Expense Ratio Comparison

OBCHX has a 2.03% expense ratio, which is higher than GOPIX's 0.99% expense ratio.

Dividends

OBCHX vs. GOPIX - Dividend Comparison

OBCHX's dividend yield for the trailing twelve months is around 0.77%, less than GOPIX's 1.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GOPIX abrdn China A Share Equity Fund	1.46%	1.46%	1.29%	0.79%	0.00%	5.22%	1.42%	4.45%	0.41%	1.24%	1.40%	2.03%
OBCHX Oberweis China Opportunities Fund	0.77%	1.01%	2.16%	0.46%	1.22%	41.65%	11.50%	3.37%	26.11%	6.26%	0.81%	11.05%

Frequently Asked Questions

Can I hold both OBCHX and GOPIX in my portfolio?

OBCHX and GOPIX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.