OBCHX vs. VPKIX
OBCHX (Oberweis China Opportunities Fund) and VPKIX (Vanguard Pacific Stock Index Fund Institutional Shares) are both mutual funds - OBCHX is a China Equities fund managed by Oberweis, while VPKIX is a Asia Pacific Equities fund managed by Vanguard. Over the past 10 years, OBCHX returned 9.49%/yr vs 9.56%/yr for VPKIX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. OBCHX charges 2.03%/yr vs 0.08%/yr for VPKIX.
Performance
OBCHX vs. VPKIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with OBCHX having a 22.16% return and VPKIX slightly lower at 21.28%. Both investments have delivered pretty close results over the past 10 years, with OBCHX having a 9.49% annualized return and VPKIX not far ahead at 9.56%.
OBCHX
- 1D
- 0.60%
- 1M
- -7.70%
- 6M
- 11.60%
- YTD
- 22.16%
- 1Y
- 39.84%
- 3Y*
- 19.17%
- 5Y*
- -0.14%
- 10Y*
- 9.49%
- ALL TIME*
- 10.41%
VPKIX
- 1D
- 0.05%
- 1M
- -1.19%
- 6M
- 11.59%
- YTD
- 21.28%
- 1Y
- 38.89%
- 3Y*
- 19.11%
- 5Y*
- 9.55%
- 10Y*
- 9.56%
- ALL TIME*
- 4.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OBCHX vs. VPKIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 22.16% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 21.28% | 33.12% | 1.29% | 15.58% | -15.20% | 1.47% | 16.54% | 17.61% | -13.87% | 28.55% |
Correlation
The correlation between OBCHX and VPKIX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2005 | 0.59 |
The correlation between OBCHX and VPKIX has been stable across timeframes, ranging from 0.50 to 0.59 - a consistent structural relationship.
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Return for Risk
OBCHX vs. VPKIX — Risk / Return Rank
OBCHX
VPKIX
OBCHX vs. VPKIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OBCHX | VPKIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.94 | -0.05 |
| Martin ratioReturn relative to average drawdown | 7.99 | 8.94 | -0.95 |
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Drawdowns
OBCHX vs. VPKIX - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than VPKIX's maximum drawdown of -55.26%. Use the drawdown chart below to compare losses from any high point for OBCHX and VPKIX.
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Drawdown Indicators
| OBCHX | VPKIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -55.26% | -18.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.84% | -13.40% | +0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.88% | -16.38% | -7.50% |
Max Drawdown (5Y)Largest decline over 5 years | -51.59% | -31.12% | -20.47% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -33.62% | -25.85% |
Current DrawdownCurrent decline from peak | -18.57% | -8.61% | -9.96% |
Average DrawdownAverage peak-to-trough decline | -25.61% | -15.38% | -10.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.39% | +0.25% |
Volatility
OBCHX vs. VPKIX - Volatility Comparison
The current volatility for Oberweis China Opportunities Fund (OBCHX) is 8.35%, while Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) has a volatility of 10.07%. This indicates that OBCHX experiences smaller price fluctuations and is considered to be less risky than VPKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | VPKIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 10.07% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 19.05% | 21.09% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 23.27% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.82% | 17.68% | +9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 16.80% | +8.57% |
OBCHX vs. VPKIX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than VPKIX's 0.08% expense ratio.
Dividends
OBCHX vs. VPKIX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.83%, less than VPKIX's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 0.83% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 2.75% | 4.00% | 3.15% | 3.11% | 2.74% | 3.17% | 1.81% | 2.85% | 3.05% | 2.60% | 2.67% | 2.45% |
Frequently Asked Questions
OBCHX and VPKIX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPKIX has higher volatility (10.07%) compared to OBCHX (8.35%). In terms of maximum drawdown, OBCHX dropped -74.03% vs VPKIX's -55.26%.
VPKIX currently has the higher Sharpe Ratio (1.69 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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