OBIOX vs. OBSOX
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Oberweis Small-Cap Opportunities Fund (OBSOX).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. OBSOX is managed by Oberweis. It was launched on Sep 16, 1996.
Performance
OBIOX vs. OBSOX - Performance Comparison
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OBIOX vs. OBSOX - 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% |
OBSOX Oberweis Small-Cap Opportunities Fund | 3.71% | 14.28% | 16.13% | 15.81% | -11.17% | 43.39% | 32.52% | 25.06% | -7.05% | 25.55% |
Returns By Period
In the year-to-date period, OBIOX achieves a -2.51% return, which is significantly lower than OBSOX's 3.71% return. Over the past 10 years, OBIOX has underperformed OBSOX with an annualized return of 6.27%, while OBSOX has yielded a comparatively higher 15.91% 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%
OBSOX
- 1D
- 4.21%
- 1M
- -7.67%
- YTD
- 3.71%
- 6M
- 7.36%
- 1Y
- 32.33%
- 3Y*
- 12.77%
- 5Y*
- 11.15%
- 10Y*
- 15.91%
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OBIOX vs. OBSOX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than OBSOX's 1.25% expense ratio.
Return for Risk
OBIOX vs. OBSOX — Risk / Return Rank
OBIOX
OBSOX
OBIOX vs. OBSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Oberweis Small-Cap Opportunities Fund (OBSOX). 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 | OBSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.19 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.74 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.13 | -0.83 |
Martin ratioReturn relative to average drawdown | 4.93 | 8.21 | -3.28 |
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 | OBSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.19 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.45 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.65 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.30 | +0.05 |
Correlation
The correlation between OBIOX and OBSOX is 0.61, 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. OBSOX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.13%, while OBSOX has not paid dividends to shareholders.
| 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% |
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.80% | 0.00% | 0.17% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% |
Drawdowns
OBIOX vs. OBSOX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, smaller than the maximum OBSOX drawdown of -80.52%. Use the drawdown chart below to compare losses from any high point for OBIOX and OBSOX.
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Drawdown Indicators
| OBIOX | OBSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -80.52% | +9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.64% | -13.92% | -1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -51.47% | -28.65% | -22.82% |
Max Drawdown (10Y)Largest decline over 10 years | -51.47% | -42.79% | -8.68% |
Current DrawdownCurrent decline from peak | -20.52% | -7.67% | -12.85% |
Average DrawdownAverage peak-to-trough decline | -21.53% | -30.72% | +9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 3.61% | +0.52% |
Volatility
OBIOX vs. OBSOX - Volatility Comparison
The current volatility for Oberweis International Opportunities Fund (OBIOX) is 8.29%, while Oberweis Small-Cap Opportunities Fund (OBSOX) has a volatility of 12.06%. This indicates that OBIOX experiences smaller price fluctuations and is considered to be less risky than OBSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBIOX | OBSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 12.06% | -3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 19.84% | -7.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 28.47% | -10.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 24.83% | -5.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 24.53% | -4.86% |