SAGWX vs. OBSOX

In the year-to-date period, SAGWX achieves a -2.84% return, which is significantly higher than OBSOX's -5.41% return. Over the past 10 years, SAGWX has underperformed OBSOX with an annualized return of 11.15%, while OBSOX has yielded a comparatively higher 12.11% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and Oberweis Small-Cap Opportunities Fund (OBSOX). 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 SAGWX Sharpe Ratio is 0.31, which is higher than the OBSOX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of SAGWX and OBSOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SAGWX's dividend yield for the trailing twelve months is around 6.21%, more than OBSOX's 0.84% yield.

The maximum SAGWX drawdown since its inception was -51.25%, smaller than the maximum OBSOX drawdown of -80.48%. Use the drawdown chart below to compare losses from any high point for SAGWX and OBSOX.

Touchstone Small Company Fund (SAGWX) and Oberweis Small-Cap Opportunities Fund (OBSOX) have volatilities of 6.25% and 6.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.