TDF vs. OBCHX
Compare and contrast key facts about Templeton Dragon Fund Inc. (TDF) and Oberweis China Opportunities Fund (OBCHX).
TDF is managed by Franklin Templeton Investments. OBCHX is managed by Oberweis. It was launched on Oct 2, 2005.
Performance
TDF vs. OBCHX - Performance Comparison
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TDF vs. OBCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TDF Templeton Dragon Fund Inc. | -4.88% | 37.70% | 5.44% | -20.06% | -32.93% | -18.02% | 52.98% | 27.97% | -11.80% | 42.09% |
OBCHX Oberweis China Opportunities Fund | 6.97% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
Returns By Period
In the year-to-date period, TDF achieves a -4.88% return, which is significantly lower than OBCHX's 6.97% return. Over the past 10 years, TDF has underperformed OBCHX with an annualized return of 4.59%, while OBCHX has yielded a comparatively higher 8.19% annualized return.
TDF
- 1D
- 1.82%
- 1M
- -7.19%
- YTD
- -4.88%
- 6M
- -7.24%
- 1Y
- 13.51%
- 3Y*
- 2.14%
- 5Y*
- -9.72%
- 10Y*
- 4.59%
OBCHX
- 1D
- -0.19%
- 1M
- -7.14%
- YTD
- 6.97%
- 6M
- 2.41%
- 1Y
- 32.11%
- 3Y*
- 15.09%
- 5Y*
- -1.66%
- 10Y*
- 8.19%
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TDF vs. OBCHX - Expense Ratio Comparison
Return for Risk
TDF vs. OBCHX — Risk / Return Rank
TDF
OBCHX
TDF vs. OBCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Dragon Fund Inc. (TDF) and Oberweis China Opportunities Fund (OBCHX). 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.
| TDF | OBCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.25 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.64 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.54 | -0.77 |
Martin ratioReturn relative to average drawdown | 2.60 | 6.18 | -3.58 |
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
| TDF | OBCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.25 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | -0.06 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.33 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.39 | -0.10 |
Correlation
The correlation between TDF and OBCHX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TDF vs. OBCHX - Dividend Comparison
TDF's dividend yield for the trailing twelve months is around 3.77%, more than OBCHX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDF Templeton Dragon Fund Inc. | 3.77% | 3.55% | 1.36% | 0.00% | 12.73% | 14.13% | 24.72% | 10.75% | 12.43% | 7.95% | 10.34% | 22.49% |
OBCHX Oberweis China Opportunities Fund | 0.94% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
Drawdowns
TDF vs. OBCHX - Drawdown Comparison
The maximum TDF drawdown since its inception was -68.15%, smaller than the maximum OBCHX drawdown of -74.03%. Use the drawdown chart below to compare losses from any high point for TDF and OBCHX.
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Drawdown Indicators
| TDF | OBCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.15% | -74.03% | +5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -16.05% | -18.58% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -62.07% | -52.17% | -9.90% |
Max Drawdown (10Y)Largest decline over 10 years | -66.87% | -59.47% | -7.40% |
Current DrawdownCurrent decline from peak | -48.36% | -28.69% | -19.67% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -25.77% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 4.64% | +0.16% |
Volatility
TDF vs. OBCHX - Volatility Comparison
The current volatility for Templeton Dragon Fund Inc. (TDF) is 6.03%, while Oberweis China Opportunities Fund (OBCHX) has a volatility of 7.46%. This indicates that TDF experiences smaller price fluctuations and is considered to be less risky than OBCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TDF | OBCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 7.46% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 16.37% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.72% | 25.42% | -3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.18% | 26.53% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.88% | 24.98% | -1.10% |