OBSOX vs. SAGWX

In the year-to-date period, OBSOX achieves a 17.72% return, which is significantly higher than SAGWX's 7.53% return. Over the past 10 years, OBSOX has outperformed SAGWX with an annualized return of 4.81%, while SAGWX has yielded a comparatively lower 3.34% annualized return.

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OBSOX has a 1.25% expense ratio, which is higher than SAGWX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Touchstone Small Company Fund (SAGWX). 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 0.88, which is higher than the SAGWX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of OBSOX and SAGWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OBSOX nor SAGWX has paid dividends to shareholders.

The maximum OBSOX drawdown since its inception was -86.25%, which is greater than SAGWX's maximum drawdown of -52.41%. Use the drawdown chart below to compare losses from any high point for OBSOX and SAGWX. For additional features, visit the drawdowns tool.

The current volatility for Oberweis Small-Cap Opportunities Fund (OBSOX) is 5.74%, while Touchstone Small Company Fund (SAGWX) has a volatility of 6.57%. This indicates that OBSOX experiences smaller price fluctuations and is considered to be less risky than SAGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.