OFIGX vs. OBEGX
Compare and contrast key facts about Oberweis Focused International Growth Fund (OFIGX) and Oberweis Global Opportunities Fund (OBEGX).
OFIGX is managed by Oberweis. It was launched on Mar 30, 2022. OBEGX is managed by Oberweis. It was launched on Jan 6, 1987.
Performance
OFIGX vs. OBEGX - Performance Comparison
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OFIGX vs. OBEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OFIGX Oberweis Focused International Growth Fund | -1.84% | 35.83% | 10.26% | 16.59% | -22.73% |
OBEGX Oberweis Global Opportunities Fund | 1.37% | 19.32% | 10.72% | 6.40% | -9.56% |
Returns By Period
In the year-to-date period, OFIGX achieves a -1.84% return, which is significantly lower than OBEGX's 1.37% return.
OFIGX
- 1D
- 3.39%
- 1M
- -8.64%
- YTD
- -1.84%
- 6M
- -0.51%
- 1Y
- 16.47%
- 3Y*
- 15.72%
- 5Y*
- —
- 10Y*
- —
OBEGX
- 1D
- 4.05%
- 1M
- -7.25%
- YTD
- 1.37%
- 6M
- 3.65%
- 1Y
- 32.92%
- 3Y*
- 9.76%
- 5Y*
- 2.17%
- 10Y*
- 9.72%
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OFIGX vs. OBEGX - Expense Ratio Comparison
OFIGX has a 0.95% expense ratio, which is lower than OBEGX's 1.51% expense ratio.
Return for Risk
OFIGX vs. OBEGX — Risk / Return Rank
OFIGX
OBEGX
OFIGX vs. OBEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Focused International Growth Fund (OFIGX) and Oberweis Global Opportunities Fund (OBEGX). 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.
| OFIGX | OBEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.52 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.13 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.88 | -1.83 |
Martin ratioReturn relative to average drawdown | 4.02 | 9.88 | -5.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OFIGX | OBEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.52 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.22 | +0.19 |
Correlation
The correlation between OFIGX and OBEGX is 0.74, 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.
Dividends
OFIGX vs. OBEGX - Dividend Comparison
OFIGX's dividend yield for the trailing twelve months is around 0.74%, less than OBEGX's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFIGX Oberweis Focused International Growth Fund | 0.74% | 0.73% | 0.00% | 1.44% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OBEGX Oberweis Global Opportunities Fund | 12.49% | 12.66% | 0.00% | 0.00% | 2.64% | 25.09% | 5.80% | 0.00% | 6.68% | 13.37% | 1.12% | 14.32% |
Drawdowns
OFIGX vs. OBEGX - Drawdown Comparison
The maximum OFIGX drawdown since its inception was -30.21%, smaller than the maximum OBEGX drawdown of -83.07%. Use the drawdown chart below to compare losses from any high point for OFIGX and OBEGX.
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Drawdown Indicators
| OFIGX | OBEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.21% | -83.07% | +52.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -11.24% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.54% | — |
Current DrawdownCurrent decline from peak | -10.49% | -7.65% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -33.86% | +24.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.28% | +0.23% |
Volatility
OFIGX vs. OBEGX - Volatility Comparison
The current volatility for Oberweis Focused International Growth Fund (OFIGX) is 8.23%, while Oberweis Global Opportunities Fund (OBEGX) has a volatility of 9.39%. This indicates that OFIGX experiences smaller price fluctuations and is considered to be less risky than OBEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFIGX | OBEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 9.39% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 15.43% | -3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 22.33% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 23.11% | -5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 22.44% | -4.41% |