OBEGX vs. MFWIX
Compare and contrast key facts about Oberweis Global Opportunities Fund (OBEGX) and MFS Global Total Return Fund Class I (MFWIX).
OBEGX is managed by Oberweis. It was launched on Jan 6, 1987. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
OBEGX vs. MFWIX - Performance Comparison
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OBEGX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBEGX Oberweis Global Opportunities Fund | -2.58% | 19.32% | 10.72% | 6.40% | -26.76% | 20.80% | 55.68% | 25.67% | -25.62% | 33.35% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, OBEGX achieves a -2.58% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, OBEGX has outperformed MFWIX with an annualized return of 9.28%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
OBEGX
- 1D
- -2.45%
- 1M
- -10.80%
- YTD
- -2.58%
- 6M
- -0.36%
- 1Y
- 28.56%
- 3Y*
- 8.32%
- 5Y*
- 1.87%
- 10Y*
- 9.28%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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OBEGX vs. MFWIX - Expense Ratio Comparison
OBEGX has a 1.51% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
OBEGX vs. MFWIX — Risk / Return Rank
OBEGX
MFWIX
OBEGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Global Opportunities Fund (OBEGX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| OBEGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.29 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.77 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.59 | +0.63 |
Martin ratioReturn relative to average drawdown | 7.67 | 6.26 | +1.42 |
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
| OBEGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.29 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.52 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.65 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.71 | -0.49 |
Correlation
The correlation between OBEGX and MFWIX is 0.62, 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
OBEGX vs. MFWIX - Dividend Comparison
OBEGX's dividend yield for the trailing twelve months is around 12.99%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBEGX Oberweis Global Opportunities Fund | 12.99% | 12.66% | 0.00% | 0.00% | 2.64% | 25.09% | 5.80% | 0.00% | 6.68% | 13.37% | 1.12% | 14.32% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
OBEGX vs. MFWIX - Drawdown Comparison
The maximum OBEGX drawdown since its inception was -83.07%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for OBEGX and MFWIX.
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Drawdown Indicators
| OBEGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.07% | -33.01% | -50.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.24% | -6.85% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -39.68% | -20.22% | -19.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | -23.36% | -18.18% |
Current DrawdownCurrent decline from peak | -11.24% | -6.50% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -33.86% | -3.83% | -30.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 1.74% | +1.50% |
Volatility
OBEGX vs. MFWIX - Volatility Comparison
Oberweis Global Opportunities Fund (OBEGX) has a higher volatility of 8.24% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that OBEGX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBEGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 3.04% | +5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.91% | 5.25% | +9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 8.85% | +13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.06% | 9.09% | +13.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 9.60% | +12.81% |