OBSOX vs. AVUVX

In the year-to-date period, OBSOX achieves a -6.79% return, which is significantly higher than AVUVX's -9.85% return.

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OBSOX has a 1.25% expense ratio, which is higher than AVUVX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Avantis U.S. Small Cap Value Fund (AVUVX). 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 OBSOX Sharpe Ratio is -0.20, which is higher than the AVUVX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of OBSOX and AVUVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OBSOX has not paid dividends to shareholders, while AVUVX's dividend yield for the trailing twelve months is around 1.55%.

The maximum OBSOX drawdown since its inception was -86.25%, which is greater than AVUVX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for OBSOX and AVUVX. For additional features, visit the drawdowns tool.

Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 8.90% compared to Avantis U.S. Small Cap Value Fund (AVUVX) at 7.90%. This indicates that OBSOX's price experiences larger fluctuations and is considered to be riskier than AVUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.