OBEGX vs. OFIGX
Compare and contrast key facts about Oberweis Global Opportunities Fund (OBEGX) and Oberweis Focused International Growth Fund (OFIGX).
OBEGX is managed by Oberweis. It was launched on Jan 6, 1987. OFIGX is managed by Oberweis. It was launched on Mar 30, 2022.
Performance
OBEGX vs. OFIGX - Performance Comparison
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OBEGX vs. OFIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OBEGX Oberweis Global Opportunities Fund | -2.58% | 19.32% | 10.72% | 6.40% | -9.56% |
OFIGX Oberweis Focused International Growth Fund | -5.06% | 35.83% | 10.26% | 16.59% | -22.73% |
Returns By Period
In the year-to-date period, OBEGX achieves a -2.58% return, which is significantly higher than OFIGX's -5.06% 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%
OFIGX
- 1D
- -0.16%
- 1M
- -13.43%
- YTD
- -5.06%
- 6M
- -3.55%
- 1Y
- 13.26%
- 3Y*
- 14.44%
- 5Y*
- —
- 10Y*
- —
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OBEGX vs. OFIGX - Expense Ratio Comparison
OBEGX has a 1.51% expense ratio, which is higher than OFIGX's 0.95% expense ratio.
Return for Risk
OBEGX vs. OFIGX — Risk / Return Rank
OBEGX
OFIGX
OBEGX vs. OFIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Global Opportunities Fund (OBEGX) and Oberweis Focused International Growth Fund (OFIGX). 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 | OFIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.67 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.78 | 0.98 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.15 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 0.72 | +1.49 |
Martin ratioReturn relative to average drawdown | 7.67 | 2.77 | +4.90 |
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 | OFIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.67 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.36 | -0.14 |
Correlation
The correlation between OBEGX and OFIGX is 0.74, 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
OBEGX vs. OFIGX - Dividend Comparison
OBEGX's dividend yield for the trailing twelve months is around 12.99%, more than OFIGX's 0.77% 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% |
OFIGX Oberweis Focused International Growth Fund | 0.77% | 0.73% | 0.00% | 1.44% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OBEGX vs. OFIGX - Drawdown Comparison
The maximum OBEGX drawdown since its inception was -83.07%, which is greater than OFIGX's maximum drawdown of -30.21%. Use the drawdown chart below to compare losses from any high point for OBEGX and OFIGX.
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Drawdown Indicators
| OBEGX | OFIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.07% | -30.21% | -52.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.24% | -13.43% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -39.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | — | — |
Current DrawdownCurrent decline from peak | -11.24% | -13.43% | +2.19% |
Average DrawdownAverage peak-to-trough decline | -33.86% | -9.00% | -24.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.49% | -0.25% |
Volatility
OBEGX vs. OFIGX - Volatility Comparison
Oberweis Global Opportunities Fund (OBEGX) has a higher volatility of 8.24% compared to Oberweis Focused International Growth Fund (OFIGX) at 7.36%. This indicates that OBEGX's price experiences larger fluctuations and is considered to be riskier than OFIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBEGX | OFIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 7.36% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 14.91% | 11.63% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 17.81% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.06% | 17.96% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 17.96% | +4.45% |