OBSOX vs. OBMCX

In the year-to-date period, OBSOX achieves a -15.61% return, which is significantly higher than OBMCX's -17.01% return. Over the past 10 years, OBSOX has outperformed OBMCX with an annualized return of 10.87%, while OBMCX has yielded a comparatively lower 7.73% annualized return.

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OBSOX has a 1.25% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Oberweis Micro Cap Fund (OBMCX). 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 -0.27, which is lower than the OBMCX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of OBSOX and OBMCX, 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 0.94%, while OBMCX has not paid dividends to shareholders.

The maximum OBSOX drawdown since its inception was -80.48%, roughly equal to the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for OBSOX and OBMCX. For additional features, visit the drawdowns tool.

Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 16.42% compared to Oberweis Micro Cap Fund (OBMCX) at 14.52%. This indicates that OBSOX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.