TQSIX vs. OBMCX

In the year-to-date period, TQSIX achieves a -3.66% return, which is significantly higher than OBMCX's -10.18% return.

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TQSIX has a 0.68% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and Oberweis Micro Cap Fund (OBMCX). 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 TQSIX Sharpe Ratio is -0.15, which is lower than the OBMCX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of TQSIX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TQSIX's dividend yield for the trailing twelve months is around 0.77%, while OBMCX has not paid dividends to shareholders.

The maximum TQSIX drawdown since its inception was -40.65%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for TQSIX and OBMCX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) is 7.24%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 8.24%. This indicates that TQSIX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.