OBMCX vs. HRSMX

In the year-to-date period, OBMCX achieves a -8.21% return, which is significantly higher than HRSMX's -9.80% return. Over the past 10 years, OBMCX has outperformed HRSMX with an annualized return of 15.43%, while HRSMX has yielded a comparatively lower 12.11% annualized return.

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OBMCX has a 1.48% expense ratio, which is higher than HRSMX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Hood River Small-Cap Growth Fund (HRSMX). 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.

The current OBMCX Sharpe Ratio is 0.23, which is comparable to the HRSMX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of OBMCX and HRSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OBMCX's dividend yield for the trailing twelve months is around 2.76%, less than HRSMX's 4.16% yield.

The maximum OBMCX drawdown since its inception was -67.42%, which is greater than HRSMX's maximum drawdown of -58.32%. Use the drawdown chart below to compare losses from any high point for OBMCX and HRSMX.

The current volatility for Oberweis Micro Cap Fund (OBMCX) is 5.32%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 5.96%. This indicates that OBMCX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.