OBCHX vs. GOPIX

Last updated Apr 2, 2026

Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and abrdn China A Share Equity Fund (GOPIX).

OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. GOPIX is managed by Aberdeen. It was launched on Jun 28, 2004.

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.

OBCHX vs. GOPIX - 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%
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%

Returns By Period

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%

GOPIX

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

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

OBCHX vs. GOPIX - Expense Ratio Comparison

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

OBCHX

Oberweis China Opportunities Fund

GOPIX

abrdn China A Share Equity Fund

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: 62
OBCHX Sharpe Ratio Rank: 66
OBCHX Sortino Ratio Rank: 58
OBCHX Omega Ratio Rank: 58
OBCHX Calmar Ratio Rank: 64
OBCHX Martin Ratio Rank: 62

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	1.30	—	—
Sortino ratio Return per unit of downside risk	1.69	—	—
Omega ratio Gain probability vs. loss probability	1.25	—	—
Calmar ratio Return relative to maximum drawdown	1.74	—	—
Martin ratio Return relative to average drawdown	6.92	—	—
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	1.30	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.07	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	—	—

Correlation

The correlation between OBCHX and GOPIX is 0.70, 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. GOPIX - Dividend Comparison

OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than GOPIX's 1.46% 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%
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%

Drawdowns

Drawdown Indicators

	OBCHX	GOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-74.03%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-18.27%	—	—
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	-28.35%	—	—
Average Drawdown Average peak-to-trough decline	-25.77%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.66%	—	—

Volatility

Volatility by Period

	OBCHX	GOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.51%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.25%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.37%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.53%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.98%	—	—