OBIOX vs. ARTJX
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Artisan International Small-Mid Fund (ARTJX).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. ARTJX is managed by Artisan. It was launched on Dec 20, 2001.
Performance
OBIOX vs. ARTJX - Performance Comparison
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OBIOX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | -2.51% | 30.71% | 7.54% | 4.90% | -37.06% | 1.41% | 62.87% | 22.87% | -26.57% | 40.90% |
ARTJX Artisan International Small-Mid Fund | -2.82% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
Returns By Period
In the year-to-date period, OBIOX achieves a -2.51% return, which is significantly higher than ARTJX's -2.82% return. Both investments have delivered pretty close results over the past 10 years, with OBIOX having a 6.27% annualized return and ARTJX not far ahead at 6.32%.
OBIOX
- 1D
- 3.69%
- 1M
- -11.47%
- YTD
- -2.51%
- 6M
- -2.58%
- 1Y
- 21.90%
- 3Y*
- 10.98%
- 5Y*
- -1.93%
- 10Y*
- 6.27%
ARTJX
- 1D
- 3.33%
- 1M
- -5.25%
- YTD
- -2.82%
- 6M
- -0.58%
- 1Y
- 16.52%
- 3Y*
- 5.56%
- 5Y*
- -0.07%
- 10Y*
- 6.32%
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OBIOX vs. ARTJX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than ARTJX's 1.28% expense ratio.
Return for Risk
OBIOX vs. ARTJX — Risk / Return Rank
OBIOX
ARTJX
OBIOX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Artisan International Small-Mid Fund (ARTJX). 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.
| OBIOX | ARTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.07 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.55 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.34 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.93 | 4.81 | +0.12 |
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
| OBIOX | ARTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.07 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.00 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.36 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.55 | -0.20 |
Correlation
The correlation between OBIOX and ARTJX is 0.82, 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
OBIOX vs. ARTJX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.13%, less than ARTJX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 1.13% | 1.10% | 1.27% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 17.03% | 11.47% | 0.07% | 0.19% |
ARTJX Artisan International Small-Mid Fund | 5.75% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
Drawdowns
OBIOX vs. ARTJX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than ARTJX's maximum drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for OBIOX and ARTJX.
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Drawdown Indicators
| OBIOX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -64.43% | -6.74% |
Max Drawdown (1Y)Largest decline over 1 year | -15.64% | -10.10% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -51.47% | -37.04% | -14.43% |
Max Drawdown (10Y)Largest decline over 10 years | -51.47% | -37.04% | -14.43% |
Current DrawdownCurrent decline from peak | -20.52% | -9.81% | -10.71% |
Average DrawdownAverage peak-to-trough decline | -21.53% | -13.31% | -8.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 2.81% | +1.32% |
Volatility
OBIOX vs. ARTJX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) has a higher volatility of 8.29% compared to Artisan International Small-Mid Fund (ARTJX) at 7.01%. This indicates that OBIOX's price experiences larger fluctuations and is considered to be riskier than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIOX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 7.01% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 10.58% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 15.76% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 17.82% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 17.38% | +2.29% |