OBIOX vs. OBCHX
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Oberweis China Opportunities Fund (OBCHX).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. OBCHX is managed by Oberweis. It was launched on Oct 2, 2005.
Performance
OBIOX vs. OBCHX - Performance Comparison
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OBIOX vs. OBCHX - 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% |
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
Returns By Period
In the year-to-date period, OBIOX achieves a -2.51% return, which is significantly lower than OBCHX's 7.49% return. Over the past 10 years, OBIOX has underperformed OBCHX with an annualized return of 6.27%, while OBCHX has yielded a comparatively higher 8.25% annualized return.
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%
OBCHX
- 1D
- 0.49%
- 1M
- -6.43%
- YTD
- 7.49%
- 6M
- 2.30%
- 1Y
- 31.92%
- 3Y*
- 15.28%
- 5Y*
- -1.95%
- 10Y*
- 8.25%
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OBIOX vs. OBCHX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is lower than OBCHX's 2.03% expense ratio.
Return for Risk
OBIOX vs. OBCHX — Risk / Return Rank
OBIOX
OBCHX
OBIOX vs. OBCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Oberweis China Opportunities Fund (OBCHX). 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 | OBCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.30 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.69 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.74 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.93 | 6.92 | -1.99 |
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 | OBCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.30 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.07 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.33 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.39 | -0.04 |
Correlation
The correlation between OBIOX and OBCHX is 0.60, 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
OBIOX vs. OBCHX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.13%, more than OBCHX's 0.94% 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% |
OBCHX Oberweis China Opportunities Fund | 0.94% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
Drawdowns
OBIOX vs. OBCHX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, roughly equal to the maximum OBCHX drawdown of -74.03%. Use the drawdown chart below to compare losses from any high point for OBIOX and OBCHX.
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Drawdown Indicators
| OBIOX | OBCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -74.03% | +2.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.64% | -18.27% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -51.47% | -52.17% | +0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -51.47% | -59.47% | +8.00% |
Current DrawdownCurrent decline from peak | -20.52% | -28.35% | +7.83% |
Average DrawdownAverage peak-to-trough decline | -21.53% | -25.77% | +4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 4.66% | -0.53% |
Volatility
OBIOX vs. OBCHX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) has a higher volatility of 8.29% compared to Oberweis China Opportunities Fund (OBCHX) at 7.51%. This indicates that OBIOX's price experiences larger fluctuations and is considered to be riskier than OBCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIOX | OBCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 7.51% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 16.25% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 25.37% | -7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 26.53% | -6.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 24.98% | -5.31% |