OBIIX vs. OBEGX
OBIIX (Oberweis International Opportunities Institutional Fund) and OBEGX (Oberweis Global Opportunities Fund) are both mutual funds - OBIIX is a Foreign Small & Mid Cap Equities fund managed by Oberweis, while OBEGX is a Global Equities fund managed by Oberweis. Over the past 10 years, OBIIX returned 6.87%/yr vs 10.82%/yr for OBEGX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. OBIIX charges 1.10%/yr vs 1.51%/yr for OBEGX.
Performance
OBIIX vs. OBEGX - Performance Comparison
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Returns By Period
In the year-to-date period, OBIIX achieves a 4.43% return, which is significantly lower than OBEGX's 20.61% return. Over the past 10 years, OBIIX has underperformed OBEGX with an annualized return of 6.87%, while OBEGX has yielded a comparatively higher 10.82% annualized return.
OBIIX
- 1D
- 4.07%
- 1M
- -3.38%
- 6M
- 0.17%
- YTD
- 4.43%
- 1Y
- 8.02%
- 3Y*
- 13.10%
- 5Y*
- -2.19%
- 10Y*
- 6.87%
- ALL TIME*
- 5.98%
OBEGX
- 1D
- 4.12%
- 1M
- -3.63%
- 6M
- 19.40%
- YTD
- 20.61%
- 1Y
- 30.21%
- 3Y*
- 15.39%
- 5Y*
- 4.72%
- 10Y*
- 10.82%
- ALL TIME*
- 6.08%
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 |
OBIIX vs. OBEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBIIX Oberweis International Opportunities Institutional Fund | 4.43% | 31.07% | 4.35% | 5.72% | -37.45% | 1.92% | 63.66% | 23.51% | -23.84% | 41.06% |
OBEGX Oberweis Global Opportunities Fund | 20.61% | 19.32% | 10.72% | 6.40% | -26.76% | 20.80% | 55.68% | 25.67% | -25.62% | 33.35% |
Correlation
The correlation between OBIIX and OBEGX is 0.64, 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. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2014 | 0.73 |
The correlation between OBIIX and OBEGX shifts across timeframes, from 0.64 (1 year) to 0.76 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OBIIX vs. OBEGX — Risk / Return Rank
OBIIX
OBEGX
OBIIX vs. OBEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Institutional Fund (OBIIX) and Oberweis Global Opportunities Fund (OBEGX). 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.
| OBIIX | OBEGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.49 | -1.89 |
| Martin ratioReturn relative to average drawdown | 1.91 | 8.02 | -6.12 |
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Drawdowns
OBIIX vs. OBEGX - Drawdown Comparison
The maximum OBIIX drawdown since its inception was -51.22%, smaller than the maximum OBEGX drawdown of -83.07%. Use the drawdown chart below to compare losses from any high point for OBIIX and OBEGX.
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Drawdown Indicators
| OBIIX | OBEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.22% | -83.07% | +31.85% |
Max Drawdown (1Y)Largest decline over 1 year | -15.67% | -11.92% | -3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -16.87% | -25.41% | +8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -51.22% | -39.68% | -11.54% |
Max Drawdown (10Y)Largest decline over 10 years | -51.22% | -41.54% | -9.68% |
Current DrawdownCurrent decline from peak | -16.92% | -8.30% | -8.62% |
Average DrawdownAverage peak-to-trough decline | -17.20% | -33.59% | +16.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.69% | +1.24% |
Volatility
OBIIX vs. OBEGX - Volatility Comparison
The current volatility for Oberweis International Opportunities Institutional Fund (OBIIX) is 6.70%, while Oberweis Global Opportunities Fund (OBEGX) has a volatility of 7.96%. This indicates that OBIIX experiences smaller price fluctuations and is considered to be less risky than OBEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIIX | OBEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.96% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 19.05% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 22.87% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 23.56% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.71% | 22.75% | -3.04% |
OBIIX vs. OBEGX - Expense Ratio Comparison
OBIIX has a 1.10% expense ratio, which is lower than OBEGX's 1.51% expense ratio.
Dividends
OBIIX vs. OBEGX - Dividend Comparison
OBIIX's dividend yield for the trailing twelve months is around 1.05%, less than OBEGX's 10.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBEGX Oberweis Global Opportunities Fund | 10.49% | 12.66% | 0.00% | 0.00% | 2.64% | 25.09% | 5.80% | 0.00% | 6.68% | 13.37% | 1.12% | 14.32% |
OBIIX Oberweis International Opportunities Institutional Fund | 1.05% | 1.10% | 0.00% | 1.93% | 0.00% | 31.91% | 0.51% | 1.31% | 13.63% | 7.30% | 0.40% | 0.55% |
Frequently Asked Questions
OBIIX and OBEGX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBEGX has higher volatility (7.96%) compared to OBIIX (6.70%). In terms of maximum drawdown, OBIIX dropped -51.22% vs OBEGX's -83.07%.
OBEGX currently has the higher Sharpe Ratio (1.30 vs 0.51), 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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