SAGWX vs. OBSOX
Compare and contrast key facts about Touchstone Small Company Fund (SAGWX) and Oberweis Small-Cap Opportunities Fund (OBSOX).
SAGWX is managed by Touchstone. It was launched on Mar 1, 1993. OBSOX is managed by Oberweis. It was launched on Sep 16, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAGWX or OBSOX.
Key characteristics
| SAGWX | OBSOX | |
|---|---|---|
| YTD Return | 19.89% | 25.36% |
| 1Y Return | 38.51% | 41.70% |
| 3Y Return (Ann) | -2.20% | 0.83% |
| 5Y Return (Ann) | 6.26% | 14.55% |
| 10Y Return (Ann) | 1.64% | 5.42% |
| Sharpe Ratio | 2.20 | 2.08 |
| Sortino Ratio | 3.10 | 2.84 |
| Omega Ratio | 1.38 | 1.35 |
| Calmar Ratio | 1.12 | 0.93 |
| Martin Ratio | 14.18 | 12.26 |
| Ulcer Index | 2.60% | 3.22% |
| Daily Std Dev | 16.73% | 19.01% |
| Max Drawdown | -52.41% | -86.25% |
| Current Drawdown | -6.82% | -18.73% |
Correlation
The correlation between SAGWX and OBSOX is 0.85, 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.
Performance
SAGWX vs. OBSOX - Performance Comparison
In the year-to-date period, SAGWX achieves a 19.89% return, which is significantly lower than OBSOX's 25.36% return. Over the past 10 years, SAGWX has underperformed OBSOX with an annualized return of 1.64%, while OBSOX has yielded a comparatively higher 5.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SAGWX vs. OBSOX - Expense Ratio Comparison
SAGWX has a 1.17% expense ratio, which is lower than OBSOX's 1.25% expense ratio.
Risk-Adjusted Performance
SAGWX vs. OBSOX - Risk-Adjusted Performance Comparison
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.
Dividends
SAGWX vs. OBSOX - Dividend Comparison
Neither SAGWX nor OBSOX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.66% | 0.01% | 128.21% | 58.15% |
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAGWX vs. OBSOX - Drawdown Comparison
The maximum SAGWX drawdown since its inception was -52.41%, smaller than the maximum OBSOX drawdown of -86.25%. Use the drawdown chart below to compare losses from any high point for SAGWX and OBSOX. For additional features, visit the drawdowns tool.
Volatility
SAGWX vs. OBSOX - Volatility Comparison
Touchstone Small Company Fund (SAGWX) and Oberweis Small-Cap Opportunities Fund (OBSOX) have volatilities of 5.70% and 5.83%, 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.