OBIIX vs. WCMSX
OBIIX (Oberweis International Opportunities Institutional Fund) and WCMSX (WCM International Small Cap Growth Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, OBIIX returned 6.73%/yr vs 11.30%/yr for WCMSX. Their correlation of 0.84 means they have usually moved in the same direction. OBIIX charges 1.10%/yr vs 1.25%/yr for WCMSX.
Performance
OBIIX vs. WCMSX - Performance Comparison
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Returns By Period
In the year-to-date period, OBIIX achieves a 3.57% return, which is significantly lower than WCMSX's 4.27% return. Over the past 10 years, OBIIX has underperformed WCMSX with an annualized return of 6.73%, while WCMSX has yielded a comparatively higher 11.30% annualized return.
OBIIX
- 1D
- -0.83%
- 1M
- -4.18%
- 6M
- -0.50%
- YTD
- 3.57%
- 1Y
- 7.12%
- 3Y*
- 12.87%
- 5Y*
- -2.36%
- 10Y*
- 6.73%
- ALL TIME*
- 5.91%
WCMSX
- 1D
- 0.16%
- 1M
- -6.10%
- 6M
- -1.32%
- YTD
- 4.27%
- 1Y
- 0.26%
- 3Y*
- 11.03%
- 5Y*
- -1.60%
- 10Y*
- 11.30%
- ALL TIME*
- 11.43%
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. WCMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBIIX Oberweis International Opportunities Institutional Fund | 3.57% | 31.07% | 4.35% | 5.72% | -37.45% | 1.92% | 63.66% | 23.51% | -23.84% | 41.06% |
WCMSX WCM International Small Cap Growth Fund | 4.27% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 45.02% | -8.94% | 42.35% |
Correlation
The correlation between OBIIX and WCMSX is 0.78, 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. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.84 |
The correlation between OBIIX and WCMSX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.
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Return for Risk
OBIIX vs. WCMSX — Risk / Return Rank
OBIIX
WCMSX
OBIIX vs. WCMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Institutional Fund (OBIIX) and WCM International Small Cap Growth Fund (WCMSX). 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 | WCMSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.01 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | -0.02 | +0.53 |
| Martin ratioReturn relative to average drawdown | 1.61 | -0.05 | +1.66 |
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Drawdowns
OBIIX vs. WCMSX - Drawdown Comparison
The maximum OBIIX drawdown since its inception was -51.22%, roughly equal to the maximum WCMSX drawdown of -51.60%. Use the drawdown chart below to compare losses from any high point for OBIIX and WCMSX.
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Drawdown Indicators
| OBIIX | WCMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.22% | -51.60% | +0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.67% | -14.39% | -1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -16.87% | -18.77% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -51.22% | -51.60% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -51.22% | -51.60% | +0.38% |
Current DrawdownCurrent decline from peak | -17.61% | -15.66% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -17.20% | -15.71% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.94% | +0.02% |
Volatility
OBIIX vs. WCMSX - Volatility Comparison
The current volatility for Oberweis International Opportunities Institutional Fund (OBIIX) is 6.72%, while WCM International Small Cap Growth Fund (WCMSX) has a volatility of 7.40%. This indicates that OBIIX experiences smaller price fluctuations and is considered to be less risky than WCMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIIX | WCMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 7.40% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 16.34% | 17.64% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 20.04% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 21.33% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.71% | 20.16% | -0.45% |
OBIIX vs. WCMSX - Expense Ratio Comparison
OBIIX has a 1.10% expense ratio, which is lower than WCMSX's 1.25% expense ratio.
Dividends
OBIIX vs. WCMSX - Dividend Comparison
OBIIX's dividend yield for the trailing twelve months is around 1.06%, more than WCMSX's 0.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIIX Oberweis International Opportunities Institutional Fund | 1.06% | 1.10% | 0.00% | 1.93% | 0.00% | 31.91% | 0.51% | 1.31% | 13.63% | 7.30% | 0.40% | 0.55% |
WCMSX WCM International Small Cap Growth Fund | 0.78% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% | 0.00% | 0.00% |
Frequently Asked Questions
OBIIX and WCMSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WCMSX has higher volatility (7.40%) compared to OBIIX (6.72%). In terms of maximum drawdown, OBIIX dropped -51.22% vs WCMSX's -51.60%.
OBIIX currently has the higher Sharpe Ratio (0.43 vs -0.01), 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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