OBMCX vs. SAGWX

In the year-to-date period, OBMCX achieves a -8.21% return, which is significantly lower than SAGWX's -4.01% return. Over the past 10 years, OBMCX has outperformed SAGWX with an annualized return of 15.43%, while SAGWX has yielded a comparatively lower 11.09% annualized return.

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OBMCX has a 1.48% expense ratio, which is higher than SAGWX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Touchstone Small Company Fund (SAGWX). 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 SAGWX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of OBMCX and SAGWX, 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 SAGWX's 6.29% yield.

The maximum OBMCX drawdown since its inception was -67.42%, which is greater than SAGWX's maximum drawdown of -51.25%. Use the drawdown chart below to compare losses from any high point for OBMCX and SAGWX.

The current volatility for Oberweis Micro Cap Fund (OBMCX) is 5.32%, while Touchstone Small Company Fund (SAGWX) has a volatility of 5.78%. This indicates that OBMCX experiences smaller price fluctuations and is considered to be less risky than SAGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.