OBSOX vs. OAKMX
Compare and contrast key facts about Oberweis Small-Cap Opportunities Fund (OBSOX) and Oakmark Fund Investor Class (OAKMX).
OBSOX is managed by Oberweis. It was launched on Sep 16, 1996. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBSOX or OAKMX.
Key characteristics
| OBSOX | OAKMX | |
|---|---|---|
| YTD Return | 25.36% | 19.58% |
| 1Y Return | 41.70% | 36.78% |
| 3Y Return (Ann) | 0.83% | 10.10% |
| 5Y Return (Ann) | 14.55% | 16.47% |
| 10Y Return (Ann) | 5.42% | 12.34% |
| Sharpe Ratio | 2.08 | 2.71 |
| Sortino Ratio | 2.84 | 3.81 |
| Omega Ratio | 1.35 | 1.48 |
| Calmar Ratio | 0.93 | 4.77 |
| Martin Ratio | 12.26 | 14.48 |
| Ulcer Index | 3.22% | 2.46% |
| Daily Std Dev | 19.01% | 13.15% |
| Max Drawdown | -86.25% | -56.19% |
| Current Drawdown | -18.73% | -1.00% |
Correlation
The correlation between OBSOX and OAKMX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OBSOX vs. OAKMX - Performance Comparison
In the year-to-date period, OBSOX achieves a 25.36% return, which is significantly higher than OAKMX's 19.58% return. Over the past 10 years, OBSOX has underperformed OAKMX with an annualized return of 5.42%, while OAKMX has yielded a comparatively higher 12.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OBSOX vs. OAKMX - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is higher than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
OBSOX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Oakmark Fund Investor Class (OAKMX). 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.
Dividends
OBSOX vs. OAKMX - Dividend Comparison
OBSOX has not paid dividends to shareholders, while OAKMX's dividend yield for the trailing twelve months is around 0.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OAKMX Oakmark Fund Investor Class | 0.85% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% | 0.50% |
Drawdowns
OBSOX vs. OAKMX - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -86.25%, which is greater than OAKMX's maximum drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for OBSOX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
OBSOX vs. OAKMX - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 5.83% compared to Oakmark Fund Investor Class (OAKMX) at 4.80%. This indicates that OBSOX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.