RMEAX vs. OBEGX
RMEAX (Aspiriant Risk-Managed Equity Allocation Fund) and OBEGX (Oberweis Global Opportunities Fund) are both Global Equities funds. Over the past 10 years, RMEAX returned 8.08%/yr vs 10.82%/yr for OBEGX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. RMEAX charges 0.28%/yr vs 1.51%/yr for OBEGX.
Performance
RMEAX vs. OBEGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RMEAX achieves a 7.68% return, which is significantly lower than OBEGX's 20.61% return. Over the past 10 years, RMEAX has underperformed OBEGX with an annualized return of 8.08%, while OBEGX has yielded a comparatively higher 10.82% annualized return.
RMEAX
- 1D
- 1.04%
- 1M
- 0.75%
- 6M
- 5.42%
- YTD
- 7.68%
- 1Y
- 19.18%
- 3Y*
- 11.75%
- 5Y*
- 7.10%
- 10Y*
- 8.08%
- ALL TIME*
- 7.09%
OBEGX
- 1D
- 4.12%
- 1M
- -3.63%
- 6M
- 19.40%
- YTD
- 20.61%
- 1Y
- 30.21%
- 3Y*
- 15.39%
- 5Y*
- 4.72%
- 10Y*
- 10.82%
- ALL TIME*
- 6.08%
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 |
RMEAX vs. OBEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMEAX Aspiriant Risk-Managed Equity Allocation Fund | 7.68% | 17.69% | 6.55% | 16.31% | -13.67% | 14.78% | 3.98% | 16.82% | -3.75% | 21.78% |
OBEGX Oberweis Global Opportunities Fund | 20.61% | 19.32% | 10.72% | 6.40% | -26.76% | 20.80% | 55.68% | 25.67% | -25.62% | 33.35% |
Correlation
The correlation between RMEAX and OBEGX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.73 |
The correlation between RMEAX and OBEGX has been stable across timeframes, ranging from 0.71 to 0.75 - 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
RMEAX vs. OBEGX — Risk / Return Rank
RMEAX
OBEGX
RMEAX vs. OBEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aspiriant Risk-Managed Equity Allocation Fund (RMEAX) 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.
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.
| RMEAX | OBEGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.49 | -0.43 |
| Martin ratioReturn relative to average drawdown | 9.04 | 8.02 | +1.02 |
Loading charts...
Drawdowns
RMEAX vs. OBEGX - Drawdown Comparison
The maximum RMEAX drawdown since its inception was -23.70%, smaller than the maximum OBEGX drawdown of -83.07%. Use the drawdown chart below to compare losses from any high point for RMEAX and OBEGX.
Loading charts...
Drawdown Indicators
| RMEAX | OBEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.70% | -83.07% | +59.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.41% | -11.92% | +3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -16.49% | -25.41% | +8.92% |
Max Drawdown (5Y)Largest decline over 5 years | -21.79% | -39.68% | +17.89% |
Max Drawdown (10Y)Largest decline over 10 years | -23.70% | -41.54% | +17.84% |
Current DrawdownCurrent decline from peak | -0.23% | -8.30% | +8.07% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -33.59% | +29.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 3.69% | -1.77% |
Volatility
RMEAX vs. OBEGX - Volatility Comparison
The current volatility for Aspiriant Risk-Managed Equity Allocation Fund (RMEAX) is 2.37%, while Oberweis Global Opportunities Fund (OBEGX) has a volatility of 7.96%. This indicates that RMEAX 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.
Loading charts...
Volatility by Period
| RMEAX | OBEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 7.96% | -5.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 19.05% | -10.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.25% | 22.87% | -12.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.09% | 23.56% | -11.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.80% | 22.75% | -10.95% |
RMEAX vs. OBEGX - Expense Ratio Comparison
RMEAX has a 0.28% expense ratio, which is lower than OBEGX's 1.51% expense ratio.
Dividends
RMEAX vs. OBEGX - Dividend Comparison
RMEAX's dividend yield for the trailing twelve months is around 10.96%, more than OBEGX's 10.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBEGX Oberweis Global Opportunities Fund | 10.49% | 12.66% | 0.00% | 0.00% | 2.64% | 25.09% | 5.80% | 0.00% | 6.68% | 13.37% | 1.12% | 14.32% |
RMEAX Aspiriant Risk-Managed Equity Allocation Fund | 10.96% | 11.80% | 0.00% | 5.30% | 2.16% | 2.46% | 1.64% | 4.69% | 4.53% | 2.67% | 2.27% | 1.79% |
Frequently Asked Questions
RMEAX and OBEGX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBEGX has higher volatility (7.96%) compared to RMEAX (2.37%). In terms of maximum drawdown, RMEAX dropped -23.70% vs OBEGX's -83.07%.
RMEAX currently has the higher Sharpe Ratio (1.69 vs 1.30), 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 RMEAX and OBEGX
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