OBCHX vs. TDF
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and Templeton Dragon Fund Inc. (TDF).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. TDF is managed by Franklin Templeton Investments.
Performance
OBCHX vs. TDF - Performance Comparison
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OBCHX vs. TDF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 6.97% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
TDF Templeton Dragon Fund Inc. | -4.88% | 37.70% | 5.44% | -20.06% | -32.93% | -18.02% | 52.98% | 27.97% | -11.80% | 42.09% |
Returns By Period
In the year-to-date period, OBCHX achieves a 6.97% return, which is significantly higher than TDF's -4.88% return. Over the past 10 years, OBCHX has outperformed TDF with an annualized return of 8.19%, while TDF has yielded a comparatively lower 4.59% annualized return.
OBCHX
- 1D
- -0.19%
- 1M
- -7.14%
- YTD
- 6.97%
- 6M
- 2.41%
- 1Y
- 32.11%
- 3Y*
- 15.09%
- 5Y*
- -1.66%
- 10Y*
- 8.19%
TDF
- 1D
- 1.82%
- 1M
- -7.19%
- YTD
- -4.88%
- 6M
- -7.24%
- 1Y
- 13.51%
- 3Y*
- 2.14%
- 5Y*
- -9.72%
- 10Y*
- 4.59%
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OBCHX vs. TDF - Expense Ratio Comparison
Return for Risk
OBCHX vs. TDF — Risk / Return Rank
OBCHX
TDF
OBCHX vs. TDF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Templeton Dragon Fund Inc. (TDF). 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 | TDF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.63 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.95 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.78 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.18 | 2.60 | +3.58 |
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 | TDF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.63 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | -0.36 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.19 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.29 | +0.10 |
Correlation
The correlation between OBCHX and TDF is 0.68, 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. TDF - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than TDF's 3.77% 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% |
TDF Templeton Dragon Fund Inc. | 3.77% | 3.55% | 1.36% | 0.00% | 12.73% | 14.13% | 24.72% | 10.75% | 12.43% | 7.95% | 10.34% | 22.49% |
Drawdowns
OBCHX vs. TDF - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than TDF's maximum drawdown of -68.15%. Use the drawdown chart below to compare losses from any high point for OBCHX and TDF.
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Drawdown Indicators
| OBCHX | TDF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -68.15% | -5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.58% | -16.05% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -62.07% | +9.90% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -66.87% | +7.40% |
Current DrawdownCurrent decline from peak | -28.69% | -48.36% | +19.67% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -22.44% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.80% | -0.16% |
Volatility
OBCHX vs. TDF - Volatility Comparison
Oberweis China Opportunities Fund (OBCHX) has a higher volatility of 7.46% compared to Templeton Dragon Fund Inc. (TDF) at 6.03%. This indicates that OBCHX's price experiences larger fluctuations and is considered to be riskier than TDF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | TDF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 6.03% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 16.37% | 12.48% | +3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 21.72% | +3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 27.18% | -0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 23.88% | +1.10% |