OBMCX vs. OBSOX

In the year-to-date period, OBMCX achieves a -12.56% return, which is significantly lower than OBSOX's -10.95% return. Over the past 10 years, OBMCX has outperformed OBSOX with an annualized return of 15.13%, while OBSOX has yielded a comparatively lower 3.63% annualized return.

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OBMCX has a 1.48% expense ratio, which is higher than OBSOX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) 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.

The current OBMCX Sharpe Ratio is 0.32, which is higher than the OBSOX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of OBMCX and OBSOX, 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 2.90%, while OBSOX has not paid dividends to shareholders.

The maximum OBMCX drawdown since its inception was -67.42%, smaller than the maximum OBSOX drawdown of -86.25%. Use the drawdown chart below to compare losses from any high point for OBMCX and OBSOX. For additional features, visit the drawdowns tool.

The current volatility for Oberweis Micro Cap Fund (OBMCX) is 15.27%, while Oberweis Small-Cap Opportunities Fund (OBSOX) has a volatility of 16.94%. This indicates that OBMCX 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.