OBCHX vs. WCQGX
OBCHX (Oberweis China Opportunities Fund) and WCQGX (WCM China Quality Growth Fund) are both mutual funds - OBCHX is a China Equities fund managed by Oberweis, while WCQGX is a Quality Factor fund managed by WCM. Over the past 5 years, OBCHX returned -0.26%/yr vs -8.76%/yr for WCQGX. Their correlation of 0.83 means they have usually moved in the same direction. OBCHX charges 2.03%/yr vs 1.50%/yr for WCQGX.
Performance
OBCHX vs. WCQGX - Performance Comparison
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Returns By Period
In the year-to-date period, OBCHX achieves a 21.44% return, which is significantly higher than WCQGX's -6.65% return.
OBCHX
- 1D
- 1.13%
- 1M
- -8.25%
- 6M
- 9.37%
- YTD
- 21.44%
- 1Y
- 39.01%
- 3Y*
- 18.61%
- 5Y*
- -0.26%
- 10Y*
- 9.39%
- ALL TIME*
- 10.38%
WCQGX
- 1D
- 0.44%
- 1M
- -15.15%
- 6M
- -11.79%
- YTD
- -6.65%
- 1Y
- -1.37%
- 3Y*
- -1.75%
- 5Y*
- -8.76%
- 10Y*
- —
- ALL TIME*
- 1.76%
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. WCQGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 21.44% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 73.22% |
WCQGX WCM China Quality Growth Fund | -6.65% | 20.97% | -3.03% | -18.49% | -26.70% | 4.03% | 64.08% |
Correlation
The correlation between OBCHX and WCQGX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2020 | 0.83 |
The correlation between OBCHX and WCQGX has been stable across timeframes, ranging from 0.82 to 0.83 - a consistent structural relationship.
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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.
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 | WCQGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | -0.18 | +2.84 |
| Martin ratioReturn relative to average drawdown | 7.43 | -0.51 | +7.94 |
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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.
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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 | -12.84% | -22.31% | +9.47% |
Max Drawdown (3Y)Largest decline over 3 years | -23.88% | -27.02% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -51.59% | -53.96% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | — | — |
Current DrawdownCurrent decline from peak | -19.05% | -46.21% | +27.16% |
Average DrawdownAverage peak-to-trough decline | -25.62% | -34.38% | +8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.59% | 7.89% | -3.30% |
Volatility
OBCHX vs. WCQGX - Volatility Comparison
The current volatility for Oberweis China Opportunities Fund (OBCHX) is 8.28%, while WCM China Quality Growth Fund (WCQGX) has a volatility of 14.46%. This indicates that OBCHX experiences smaller price fluctuations and is considered to be less risky than WCQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | WCQGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 14.46% | -6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 19.05% | 24.61% | -5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.62% | 28.71% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.83% | 24.80% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 24.82% | +0.55% |
OBCHX vs. WCQGX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than WCQGX's 1.50% expense ratio.
Dividends
OBCHX vs. WCQGX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.83%, less than WCQGX's 7.14% 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% |
WCQGX WCM China Quality Growth Fund | 7.14% | 6.67% | 2.02% | 0.82% | 0.28% | 8.54% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OBCHX and WCQGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WCQGX has higher volatility (14.46%) compared to OBCHX (8.28%). In terms of maximum drawdown, OBCHX dropped -74.03% vs WCQGX's -59.28%.
OBCHX currently has the higher Sharpe Ratio (1.39 vs -0.14), 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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