OBSOX vs. DMCRX
OBSOX (Oberweis Small-Cap Opportunities Fund) and DMCRX (Driehaus Micro Cap Growth Fund) are both Small Cap Growth Equities funds. Over the past 10 years, OBSOX returned 17.47%/yr vs 20.71%/yr for DMCRX. Their correlation of 0.89 means they have usually moved in the same direction. OBSOX charges 1.25%/yr vs 1.38%/yr for DMCRX.
Performance
OBSOX vs. DMCRX - Performance Comparison
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Returns By Period
In the year-to-date period, OBSOX achieves a 26.43% return, which is significantly higher than DMCRX's 19.65% return. Over the past 10 years, OBSOX has underperformed DMCRX with an annualized return of 17.47%, while DMCRX has yielded a comparatively higher 20.71% annualized return.
OBSOX
- 1D
- 4.04%
- 1M
- -5.97%
- 6M
- 24.51%
- YTD
- 26.43%
- 1Y
- 45.06%
- 3Y*
- 17.45%
- 5Y*
- 14.57%
- 10Y*
- 17.47%
- ALL TIME*
- 9.16%
DMCRX
- 1D
- 3.45%
- 1M
- -6.39%
- 6M
- 13.29%
- YTD
- 19.65%
- 1Y
- 61.22%
- 3Y*
- 25.66%
- 5Y*
- 10.01%
- 10Y*
- 20.71%
- ALL TIME*
- 18.17%
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 |
OBSOX vs. DMCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 26.43% | 14.28% | 16.13% | 15.81% | -11.17% | 43.39% | 32.52% | 25.06% | -7.05% | 25.55% |
DMCRX Driehaus Micro Cap Growth Fund | 19.65% | 31.17% | 30.58% | 11.47% | -33.54% | 22.23% | 86.43% | 34.03% | 2.52% | 24.35% |
Correlation
The correlation between OBSOX and DMCRX is 0.79, 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. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2013 | 0.89 |
The correlation between OBSOX and DMCRX shifts across timeframes, from 0.79 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OBSOX vs. DMCRX — Risk / Return Rank
OBSOX
DMCRX
OBSOX vs. DMCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Driehaus Micro Cap Growth Fund (DMCRX). 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.
| OBSOX | DMCRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.86 | -1.10 |
| Martin ratioReturn relative to average drawdown | 10.14 | 12.20 | -2.06 |
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Drawdowns
OBSOX vs. DMCRX - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -80.52%, which is greater than DMCRX's maximum drawdown of -46.68%. Use the drawdown chart below to compare losses from any high point for OBSOX and DMCRX.
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Drawdown Indicators
| OBSOX | DMCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.52% | -46.68% | -33.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -15.46% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -34.92% | +7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -46.68% | +18.03% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -46.68% | +3.89% |
Current DrawdownCurrent decline from peak | -11.19% | -10.71% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -30.41% | -14.71% | -15.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 4.88% | -0.90% |
Volatility
OBSOX vs. DMCRX - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) and Driehaus Micro Cap Growth Fund (DMCRX) have volatilities of 9.17% and 9.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBSOX | DMCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.17% | 9.43% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 23.60% | 23.94% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.37% | 30.55% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.51% | 28.79% | -3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.00% | 28.12% | -3.12% |
OBSOX vs. DMCRX - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is lower than DMCRX's 1.38% expense ratio.
Dividends
OBSOX vs. DMCRX - Dividend Comparison
OBSOX has not paid dividends to shareholders, while DMCRX's dividend yield for the trailing twelve months is around 11.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DMCRX Driehaus Micro Cap Growth Fund | 11.47% | 13.72% | 3.86% | 0.87% | 8.20% | 48.23% | 19.79% | 14.70% | 33.22% | 8.91% | 0.00% | 4.20% |
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.80% | 0.00% | 0.17% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% |
Frequently Asked Questions
OBSOX and DMCRX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DMCRX has higher volatility (9.43%) compared to OBSOX (9.17%). In terms of maximum drawdown, OBSOX dropped -80.52% vs DMCRX's -46.68%.
DMCRX currently has the higher Sharpe Ratio (1.95 vs 1.42), 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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