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OFIGX vs. FICCX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OFIGX vs. FICCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oberweis Focused International Growth Fund (OFIGX) and Fidelity Advisor Canada Fund Class I (FICCX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OFIGX achieves a 13.50% return, which is significantly higher than FICCX's 4.78% return.


OFIGX

1D
0.54%
1M
3.50%
YTD
13.50%
6M
13.63%
1Y
26.02%
3Y*
19.82%
5Y*
10Y*

FICCX

1D
-0.97%
1M
-1.55%
YTD
4.78%
6M
4.46%
1Y
15.10%
3Y*
15.42%
5Y*
10.72%
10Y*
10.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OFIGX vs. FICCX - Yearly Performance Comparison


2026 (YTD)2025202420232022
OFIGX
Oberweis Focused International Growth Fund
13.50%35.83%10.26%16.59%-22.73%
FICCX
Fidelity Advisor Canada Fund Class I
4.78%25.83%9.14%14.69%-13.02%

Correlation

The correlation between OFIGX and FICCX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2022

0.69

The correlation between OFIGX and FICCX shifts across timeframes, from 0.49 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

OFIGX vs. FICCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OFIGX
OFIGX Risk / Return Rank: 3232
Overall Rank
OFIGX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
OFIGX Sortino Ratio Rank: 3232
Sortino Ratio Rank
OFIGX Omega Ratio Rank: 3333
Omega Ratio Rank
OFIGX Calmar Ratio Rank: 2929
Calmar Ratio Rank
OFIGX Martin Ratio Rank: 3434
Martin Ratio Rank

FICCX
FICCX Risk / Return Rank: 2121
Overall Rank
FICCX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
FICCX Sortino Ratio Rank: 1616
Sortino Ratio Rank
FICCX Omega Ratio Rank: 1616
Omega Ratio Rank
FICCX Calmar Ratio Rank: 2929
Calmar Ratio Rank
FICCX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OFIGX vs. FICCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oberweis Focused International Growth Fund (OFIGX) and Fidelity Advisor Canada Fund Class I (FICCX). 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.


OFIGXFICCXDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.29

1.20

+0.09

Calmar ratioReturn relative to maximum drawdown

1.92

1.88

+0.03

Martin ratioReturn relative to average drawdown

7.28

6.13

+1.15

OFIGX vs. FICCX - Sharpe Ratio Comparison

The current OFIGX Sharpe Ratio is 1.49, which is higher than the FICCX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of OFIGX and FICCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OFIGX vs. FICCX - Drawdown Comparison

The maximum OFIGX drawdown since its inception was -30.21%, smaller than the maximum FICCX drawdown of -58.09%. Use the drawdown chart below to compare losses from any high point for OFIGX and FICCX.


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Drawdown Indicators


OFIGXFICCXDifference

Max Drawdown

Largest peak-to-trough decline

-30.21%

-58.09%

+27.88%

Max Drawdown (1Y)

Largest decline over 1 year

-13.43%

-7.61%

-5.82%

Max Drawdown (3Y)

Largest decline over 3 years

-14.42%

-12.07%

-2.35%

Max Drawdown (5Y)

Largest decline over 5 years

-21.00%

Max Drawdown (10Y)

Largest decline over 10 years

-39.84%

Current Drawdown

Current decline from peak

-0.34%

-3.45%

+3.11%

Average Drawdown

Average peak-to-trough decline

-8.68%

-11.89%

+3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

2.33%

+1.19%

Volatility

OFIGX vs. FICCX - Volatility Comparison

Oberweis Focused International Growth Fund (OFIGX) has a higher volatility of 7.23% compared to Fidelity Advisor Canada Fund Class I (FICCX) at 4.12%. This indicates that OFIGX's price experiences larger fluctuations and is considered to be riskier than FICCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OFIGXFICCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.23%

4.12%

+3.11%

Volatility (6M)

Calculated over the trailing 6-month period

15.09%

10.21%

+4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

17.25%

12.96%

+4.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.29%

16.01%

+2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.29%

17.44%

+0.85%

OFIGX vs. FICCX - Expense Ratio Comparison

OFIGX has a 0.95% expense ratio, which is higher than FICCX's 0.74% expense ratio.


Dividends

OFIGX vs. FICCX - Dividend Comparison

OFIGX's dividend yield for the trailing twelve months is around 0.64%, less than FICCX's 4.38% yield.


PositionTTM20252024202320222021202020192018201720162015
FICCX
Fidelity Advisor Canada Fund Class I
4.38%4.59%7.72%3.36%4.12%5.22%2.47%4.31%7.38%0.89%1.74%0.15%
OFIGX
Oberweis Focused International Growth Fund
0.64%0.73%0.00%1.44%1.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


OFIGX and FICCX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OFIGX has higher volatility (7.23%) compared to FICCX (4.12%). In terms of maximum drawdown, OFIGX dropped -30.21% vs FICCX's -58.09%.

OFIGX currently has the higher Sharpe Ratio (1.49 vs 1.10), 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.

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