OBIOX vs. OBIIX
OBIOX (Oberweis International Opportunities Fund) and OBIIX (Oberweis International Opportunities Institutional Fund) are both Foreign Small & Mid Cap Equities funds from Oberweis. Over the past 10 years, OBIOX returned 7.04%/yr vs 7.38%/yr for OBIIX. With a 1.00 correlation, they move nearly in lockstep. OBIOX charges 1.60%/yr vs 1.10%/yr for OBIIX.
Performance
OBIOX vs. OBIIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with OBIOX having a 9.62% return and OBIIX slightly higher at 9.74%. Both investments have delivered pretty close results over the past 10 years, with OBIOX having a 7.04% annualized return and OBIIX not far ahead at 7.38%.
OBIOX
- 1D
- 0.04%
- 1M
- 2.74%
- YTD
- 9.62%
- 6M
- 11.56%
- 1Y
- 19.19%
- 3Y*
- 16.80%
- 5Y*
- -0.54%
- 10Y*
- 7.04%
OBIIX
- 1D
- 0.08%
- 1M
- 2.77%
- YTD
- 9.74%
- 6M
- 11.72%
- 1Y
- 19.46%
- 3Y*
- 16.03%
- 5Y*
- -0.97%
- 10Y*
- 7.38%
OBIOX vs. OBIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 9.62% | 30.71% | 7.54% | 4.90% | -37.06% | 1.41% | 62.87% | 22.87% | -26.57% | 40.90% |
OBIIX Oberweis International Opportunities Institutional Fund | 9.74% | 31.07% | 4.35% | 5.72% | -37.45% | 1.92% | 63.66% | 23.51% | -23.84% | 41.06% |
Correlation
The correlation between OBIOX and OBIIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2014 | 1.00 |
The correlation between OBIOX and OBIIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
OBIOX vs. OBIIX — Risk / Return Rank
OBIOX
OBIIX
OBIOX vs. OBIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Oberweis International Opportunities Institutional Fund (OBIIX). 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 | OBIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.17 | -0.01 |
| Martin ratioReturn relative to average drawdown | 4.11 | 4.16 | -0.05 |
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 | OBIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.10 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.05 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.38 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.35 | +0.03 |
Drawdowns
OBIOX vs. OBIIX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than OBIIX's maximum drawdown of -51.22%. Use the drawdown chart below to compare losses from any high point for OBIOX and OBIIX.
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Drawdown Indicators
| OBIOX | OBIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -51.22% | -19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -15.64% | -15.67% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -17.48% | -17.08% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -51.47% | -51.22% | -0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -51.47% | -51.22% | -0.25% |
Current DrawdownCurrent decline from peak | -10.64% | -12.70% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -21.45% | -17.23% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 4.40% | 0.00% |
Volatility
OBIOX vs. OBIIX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) and Oberweis International Opportunities Institutional Fund (OBIIX) have volatilities of 4.98% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIOX | OBIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.06% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 14.10% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 16.70% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 19.67% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 19.69% | +0.13% |
OBIOX vs. OBIIX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than OBIIX's 1.10% expense ratio.
Dividends
OBIOX vs. OBIIX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.00%, which matches OBIIX's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIIX Oberweis International Opportunities Institutional Fund | 1.00% | 1.10% | 0.00% | 1.93% | 0.00% | 31.91% | 0.51% | 1.31% | 13.63% | 7.30% | 0.40% | 0.55% |
OBIOX Oberweis International Opportunities Fund | 1.00% | 1.10% | 1.27% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 17.03% | 11.47% | 0.07% | 0.19% |
Frequently Asked Questions
With a correlation of 1.00, OBIOX and OBIIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
OBIIX has higher volatility (5.06%) compared to OBIOX (4.98%). In terms of maximum drawdown, OBIOX dropped -71.17% vs OBIIX's -51.22%.
OBIIX currently has the higher Sharpe Ratio (1.10 vs 1.09), 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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