OFIGX vs. FHLFX
OFIGX (Oberweis Focused International Growth Fund) and FHLFX (Fidelity Series International Index Fund) are both Foreign Large Cap Equities funds. Over the past 3 years, OFIGX returned 18.52%/yr vs 16.61%/yr for FHLFX. Their correlation of 0.89 means they have usually moved in the same direction. OFIGX charges 0.95%/yr vs 0.01%/yr for FHLFX.
Performance
OFIGX vs. FHLFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OFIGX achieves a 9.59% return, which is significantly lower than FHLFX's 11.78% return.
OFIGX
- 1D
- -0.21%
- 1M
- -1.52%
- 6M
- 5.07%
- YTD
- 9.59%
- 1Y
- 18.67%
- 3Y*
- 18.52%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.44%
FHLFX
- 1D
- -0.71%
- 1M
- 1.26%
- 6M
- 5.76%
- YTD
- 11.78%
- 1Y
- 25.30%
- 3Y*
- 16.61%
- 5Y*
- 9.45%
- 10Y*
- —
- ALL TIME*
- 9.34%
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 |
OFIGX vs. FHLFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OFIGX Oberweis Focused International Growth Fund | 9.59% | 35.83% | 10.26% | 16.59% | -22.73% |
FHLFX Fidelity Series International Index Fund | 11.78% | 31.96% | 3.67% | 18.16% | -9.52% |
Correlation
The correlation between OFIGX and FHLFX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2022 | 0.89 |
The correlation between OFIGX and FHLFX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OFIGX vs. FHLFX — Risk / Return Rank
OFIGX
FHLFX
OFIGX vs. FHLFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Focused International Growth Fund (OFIGX) and Fidelity Series International Index Fund (FHLFX). 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.
| OFIGX | FHLFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.23 | -0.84 |
| Martin ratioReturn relative to average drawdown | 4.85 | 8.46 | -3.62 |
Loading charts...
Drawdowns
OFIGX vs. FHLFX - Drawdown Comparison
The maximum OFIGX drawdown since its inception was -30.21%, smaller than the maximum FHLFX drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for OFIGX and FHLFX.
Loading charts...
Drawdown Indicators
| OFIGX | FHLFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.21% | -33.58% | +3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -11.37% | -2.06% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | -13.62% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.36% | — |
Current DrawdownCurrent decline from peak | -4.99% | -0.71% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -6.01% | -2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 3.00% | +0.84% |
Volatility
OFIGX vs. FHLFX - Volatility Comparison
Oberweis Focused International Growth Fund (OFIGX) has a higher volatility of 6.44% compared to Fidelity Series International Index Fund (FHLFX) at 4.47%. This indicates that OFIGX's price experiences larger fluctuations and is considered to be riskier than FHLFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OFIGX | FHLFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 4.47% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 16.47% | 13.25% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 15.52% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 16.11% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 17.62% | +0.81% |
OFIGX vs. FHLFX - Expense Ratio Comparison
OFIGX has a 0.95% expense ratio, which is higher than FHLFX's 0.01% expense ratio.
Dividends
OFIGX vs. FHLFX - Dividend Comparison
OFIGX's dividend yield for the trailing twelve months is around 0.67%, less than FHLFX's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.10% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% |
OFIGX Oberweis Focused International Growth Fund | 0.67% | 0.73% | 0.00% | 1.44% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OFIGX and FHLFX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OFIGX has higher volatility (6.44%) compared to FHLFX (4.47%). In terms of maximum drawdown, OFIGX dropped -30.21% vs FHLFX's -33.58%.
FHLFX currently has the higher Sharpe Ratio (1.64 vs 1.01), 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.
Find the right allocation for OFIGX and FHLFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer