OBSOX vs. HRSMX

In the year-to-date period, OBSOX achieves a -5.41% return, which is significantly higher than HRSMX's -9.41% return. Both investments have delivered pretty close results over the past 10 years, with OBSOX having a 12.11% annualized return and HRSMX not far behind at 12.06%.

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OBSOX has a 1.25% expense ratio, which is higher than HRSMX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) 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 OBSOX Sharpe Ratio is -0.17, which is lower than the HRSMX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of OBSOX 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.

OBSOX's dividend yield for the trailing twelve months is around 0.84%, less than HRSMX's 4.14% yield.

The maximum OBSOX drawdown since its inception was -80.48%, which is greater than HRSMX's maximum drawdown of -58.32%. Use the drawdown chart below to compare losses from any high point for OBSOX and HRSMX.

Oberweis Small-Cap Opportunities Fund (OBSOX) and Hood River Small-Cap Growth Fund (HRSMX) have volatilities of 6.55% and 6.38%, 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.