OBIOX vs. WCMSX
OBIOX (Oberweis International Opportunities Fund) and WCMSX (WCM International Small Cap Growth Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, OBIOX returned 6.39%/yr vs 11.30%/yr for WCMSX. Their correlation of 0.85 means they have usually moved in the same direction. OBIOX charges 1.60%/yr vs 1.25%/yr for WCMSX.
Performance
OBIOX vs. WCMSX - Performance Comparison
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Returns By Period
In the year-to-date period, OBIOX achieves a 3.39% return, which is significantly lower than WCMSX's 4.27% return. Over the past 10 years, OBIOX has underperformed WCMSX with an annualized return of 6.39%, while WCMSX has yielded a comparatively higher 11.30% annualized return.
OBIOX
- 1D
- -0.84%
- 1M
- -4.26%
- 6M
- -0.60%
- YTD
- 3.39%
- 1Y
- 6.84%
- 3Y*
- 13.61%
- 5Y*
- -1.93%
- 10Y*
- 6.39%
- ALL TIME*
- 7.81%
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 |
OBIOX vs. WCMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 3.39% | 30.71% | 7.54% | 4.90% | -37.06% | 1.41% | 62.87% | 22.87% | -26.57% | 40.90% |
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 OBIOX 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. | 0.86 |
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 | 0.85 |
The correlation between OBIOX and WCMSX has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
OBIOX vs. WCMSX — Risk / Return Rank
OBIOX
WCMSX
OBIOX vs. WCMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) 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.
| OBIOX | WCMSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.01 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | -0.02 | +0.51 |
| Martin ratioReturn relative to average drawdown | 1.56 | -0.05 | +1.61 |
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Drawdowns
OBIOX vs. WCMSX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than WCMSX's maximum drawdown of -51.60%. Use the drawdown chart below to compare losses from any high point for OBIOX and WCMSX.
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Drawdown Indicators
| OBIOX | WCMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -51.60% | -19.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.64% | -14.39% | -1.25% |
Max Drawdown (3Y)Largest decline over 3 years | -15.64% | -18.77% | +3.13% |
Max Drawdown (5Y)Largest decline over 5 years | -51.47% | -51.60% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -51.47% | -51.60% | +0.13% |
Current DrawdownCurrent decline from peak | -15.72% | -15.66% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -21.37% | -15.71% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.94% | +0.02% |
Volatility
OBIOX vs. WCMSX - Volatility Comparison
The current volatility for Oberweis International Opportunities Fund (OBIOX) is 6.69%, while WCM International Small Cap Growth Fund (WCMSX) has a volatility of 7.40%. This indicates that OBIOX 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
| OBIOX | WCMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 7.40% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 16.33% | 17.64% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 20.04% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 21.33% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.84% | 20.16% | -0.32% |
OBIOX vs. WCMSX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than WCMSX's 1.25% expense ratio.
Dividends
OBIOX vs. WCMSX - Dividend Comparison
OBIOX'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 1.06% | 1.10% | 1.27% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 17.03% | 11.47% | 0.07% | 0.19% |
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
OBIOX 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 OBIOX (6.69%). In terms of maximum drawdown, OBIOX dropped -71.17% vs WCMSX's -51.60%.
OBIOX currently has the higher Sharpe Ratio (0.42 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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