OBCHX vs. WCQGX
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and WCM China Quality Growth Fund (WCQGX).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. WCQGX is managed by WCM Investment Management. It was launched on Mar 30, 2020.
Performance
OBCHX vs. WCQGX - Performance Comparison
Loading graphics...
OBCHX vs. WCQGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 74.62% |
WCQGX WCM China Quality Growth Fund | -3.58% | 20.97% | -3.03% | -18.49% | -26.70% | 4.03% | 64.08% |
Returns By Period
In the year-to-date period, OBCHX achieves a 7.49% return, which is significantly higher than WCQGX's -3.58% 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%
WCQGX
- 1D
- 1.40%
- 1M
- -4.75%
- YTD
- -3.58%
- 6M
- -12.57%
- 1Y
- 5.17%
- 3Y*
- -3.22%
- 5Y*
- -8.42%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OBCHX vs. WCQGX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than WCQGX's 1.50% expense ratio.
Return for Risk
OBCHX vs. WCQGX — Risk / Return Rank
OBCHX
WCQGX
OBCHX vs. WCQGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and WCM China Quality Growth Fund (WCQGX). 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 | WCQGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.23 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.69 | 0.46 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.06 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.26 | +1.48 |
Martin ratioReturn relative to average drawdown | 6.92 | 0.65 | +6.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OBCHX | WCQGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.23 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | -0.36 | +0.29 |
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 | 0.10 | +0.29 |
Correlation
The correlation between OBCHX and WCQGX is 0.83, 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. WCQGX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than WCQGX's 6.91% 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% |
WCQGX WCM China Quality Growth Fund | 6.91% | 6.67% | 2.02% | 0.82% | 0.28% | 8.54% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OBCHX vs. WCQGX - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than WCQGX's maximum drawdown of -59.28%. Use the drawdown chart below to compare losses from any high point for OBCHX and WCQGX.
Loading graphics...
Drawdown Indicators
| OBCHX | WCQGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -59.28% | -14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -15.08% | -3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -57.82% | +5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | — | — |
Current DrawdownCurrent decline from peak | -28.35% | -44.45% | +16.10% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -34.13% | +8.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 6.65% | -1.99% |
Volatility
OBCHX vs. WCQGX - Volatility Comparison
Oberweis China Opportunities Fund (OBCHX) has a higher volatility of 7.51% compared to WCM China Quality Growth Fund (WCQGX) at 7.14%. This indicates that OBCHX's price experiences larger fluctuations and is considered to be riskier than WCQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OBCHX | WCQGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 7.14% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 15.84% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.37% | 22.78% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 23.45% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 23.76% | +1.22% |