WCQGX vs. OBCHX
WCQGX (WCM China Quality Growth Fund) and OBCHX (Oberweis China Opportunities Fund) are both mutual funds - WCQGX is a Quality Factor fund managed by WCM, while OBCHX is a China Equities fund managed by Oberweis. Over the past 5 years, WCQGX returned -8.50%/yr vs -0.14%/yr for OBCHX. Their correlation of 0.83 means they have usually moved in the same direction. WCQGX charges 1.50%/yr vs 2.03%/yr for OBCHX.
Performance
WCQGX vs. OBCHX - Performance Comparison
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Returns By Period
In the year-to-date period, WCQGX achieves a -5.32% return, which is significantly lower than OBCHX's 22.16% return.
WCQGX
- 1D
- 1.42%
- 1M
- -13.94%
- 6M
- -9.92%
- YTD
- -5.32%
- 1Y
- 0.03%
- 3Y*
- -1.07%
- 5Y*
- -8.50%
- 10Y*
- —
- ALL TIME*
- 1.99%
OBCHX
- 1D
- 0.60%
- 1M
- -7.70%
- 6M
- 11.60%
- YTD
- 22.16%
- 1Y
- 39.84%
- 3Y*
- 19.17%
- 5Y*
- -0.14%
- 10Y*
- 9.49%
- ALL TIME*
- 10.41%
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 |
WCQGX vs. OBCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WCQGX WCM China Quality Growth Fund | -5.32% | 20.97% | -3.03% | -18.49% | -26.70% | 4.03% | 64.08% |
OBCHX Oberweis China Opportunities Fund | 22.16% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 73.22% |
Correlation
The correlation between WCQGX and OBCHX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2020 | 0.83 |
The correlation between WCQGX and OBCHX has been stable across timeframes, ranging from 0.82 to 0.83 - a consistent structural relationship.
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Return for Risk
WCQGX vs. OBCHX — Risk / Return Rank
WCQGX
OBCHX
WCQGX vs. OBCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM China Quality Growth Fund (WCQGX) 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.
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.
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.27 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 2.89 | -2.98 |
| Martin ratioReturn relative to average drawdown | -0.26 | 7.99 | -8.25 |
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Drawdowns
WCQGX vs. OBCHX - Drawdown Comparison
The maximum WCQGX drawdown since its inception was -59.28%, smaller than the maximum OBCHX drawdown of -74.03%. Use the drawdown chart below to compare losses from any high point for WCQGX and OBCHX.
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Drawdown Indicators
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -74.03% | +14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -22.31% | -12.84% | -9.47% |
Max Drawdown (3Y)Largest decline over 3 years | -27.02% | -23.88% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -53.96% | -51.59% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.47% | — |
Current DrawdownCurrent decline from peak | -45.45% | -18.57% | -26.88% |
Average DrawdownAverage peak-to-trough decline | -34.38% | -25.61% | -8.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 4.64% | +3.35% |
Volatility
WCQGX vs. OBCHX - Volatility Comparison
WCM China Quality Growth Fund (WCQGX) has a higher volatility of 14.65% compared to Oberweis China Opportunities Fund (OBCHX) at 8.35%. This indicates that WCQGX's price experiences larger fluctuations and is considered to be riskier 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
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.65% | 8.35% | +6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 24.64% | 19.05% | +5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.68% | 24.58% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 26.82% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.82% | 25.37% | -0.55% |
WCQGX vs. OBCHX - Expense Ratio Comparison
WCQGX has a 1.50% expense ratio, which is lower than OBCHX's 2.03% expense ratio.
Dividends
WCQGX vs. OBCHX - Dividend Comparison
WCQGX's dividend yield for the trailing twelve months is around 7.04%, more than OBCHX's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 0.83% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
WCQGX WCM China Quality Growth Fund | 7.04% | 6.67% | 2.02% | 0.82% | 0.28% | 8.54% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WCQGX and OBCHX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WCQGX has higher volatility (14.65%) compared to OBCHX (8.35%). In terms of maximum drawdown, WCQGX dropped -59.28% vs OBCHX's -74.03%.
OBCHX currently has the higher Sharpe Ratio (1.51 vs -0.07), 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.
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