OBCHX vs. GSAGX
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and Goldman Sachs China Equity Fund (GSAGX).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. GSAGX is managed by Goldman Sachs. It was launched on Jul 7, 1994.
Performance
OBCHX vs. GSAGX - Performance Comparison
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OBCHX vs. GSAGX - 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% |
GSAGX Goldman Sachs China Equity Fund | -3.87% | 32.36% | 13.00% | -18.78% | -30.71% | -14.26% | 48.21% | 26.22% | -18.45% | 51.62% |
Returns By Period
In the year-to-date period, OBCHX achieves a 7.49% return, which is significantly higher than GSAGX's -3.87% return. Over the past 10 years, OBCHX has outperformed GSAGX with an annualized return of 8.25%, while GSAGX has yielded a comparatively lower 4.74% 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%
GSAGX
- 1D
- 1.03%
- 1M
- -7.17%
- YTD
- -3.87%
- 6M
- -8.86%
- 1Y
- 14.23%
- 3Y*
- 5.18%
- 5Y*
- -6.82%
- 10Y*
- 4.74%
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OBCHX vs. GSAGX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than GSAGX's 1.47% expense ratio.
Return for Risk
OBCHX vs. GSAGX — Risk / Return Rank
OBCHX
GSAGX
OBCHX vs. GSAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Goldman Sachs China Equity Fund (GSAGX). 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 | GSAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.73 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.07 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.85 | +0.89 |
Martin ratioReturn relative to average drawdown | 6.92 | 2.70 | +4.22 |
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 | GSAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.73 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | -0.27 | +0.20 |
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 | 0.14 | +0.25 |
Correlation
The correlation between OBCHX and GSAGX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OBCHX vs. GSAGX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than GSAGX's 1.39% 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% |
GSAGX Goldman Sachs China Equity Fund | 1.39% | 1.34% | 1.40% | 0.89% | 0.00% | 6.78% | 5.02% | 0.57% | 6.92% | 1.35% | 0.00% | 0.00% |
Drawdowns
OBCHX vs. GSAGX - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, roughly equal to the maximum GSAGX drawdown of -70.73%. Use the drawdown chart below to compare losses from any high point for OBCHX and GSAGX.
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Drawdown Indicators
| OBCHX | GSAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -70.73% | -3.30% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -13.49% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -58.97% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -63.98% | +4.51% |
Current DrawdownCurrent decline from peak | -28.35% | -42.27% | +13.92% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -28.55% | +2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 4.44% | +0.22% |
Volatility
OBCHX vs. GSAGX - Volatility Comparison
Oberweis China Opportunities Fund (OBCHX) has a higher volatility of 7.51% compared to Goldman Sachs China Equity Fund (GSAGX) at 6.30%. This indicates that OBCHX's price experiences larger fluctuations and is considered to be riskier than GSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | GSAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 6.30% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 12.78% | +3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.37% | 19.70% | +5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 25.37% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 22.52% | +2.46% |