WCQGX vs. OBCHX
Compare and contrast key facts about WCM China Quality Growth Fund (WCQGX) and Oberweis China Opportunities Fund (OBCHX).
WCQGX is managed by WCM Investment Management. It was launched on Mar 30, 2020. OBCHX is managed by Oberweis. It was launched on Oct 2, 2005.
Performance
WCQGX vs. OBCHX - Performance Comparison
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WCQGX vs. OBCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WCQGX WCM China Quality Growth Fund | -3.58% | 20.97% | -3.03% | -18.49% | -26.70% | 4.03% | 64.08% |
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 74.62% |
Returns By Period
In the year-to-date period, WCQGX achieves a -3.58% return, which is significantly lower than OBCHX's 7.49% return.
WCQGX
- 1D
- 1.40%
- 1M
- -4.75%
- YTD
- -3.58%
- 6M
- -12.57%
- 1Y
- 5.17%
- 3Y*
- -3.22%
- 5Y*
- -8.42%
- 10Y*
- —
OBCHX
- 1D
- 0.49%
- 1M
- -6.43%
- YTD
- 7.49%
- 6M
- 2.30%
- 1Y
- 31.92%
- 3Y*
- 15.28%
- 5Y*
- -1.95%
- 10Y*
- 8.25%
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WCQGX vs. OBCHX - Expense Ratio Comparison
WCQGX has a 1.50% expense ratio, which is lower than OBCHX's 2.03% expense ratio.
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.
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.30 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.69 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.74 | -1.48 |
Martin ratioReturn relative to average drawdown | 0.65 | 6.92 | -6.27 |
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
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.30 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | -0.07 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.39 | -0.29 |
Correlation
The correlation between WCQGX and OBCHX is 0.83, 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.
Dividends
WCQGX vs. OBCHX - Dividend Comparison
WCQGX's dividend yield for the trailing twelve months is around 6.91%, more than OBCHX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCQGX WCM China Quality Growth Fund | 6.91% | 6.67% | 2.02% | 0.82% | 0.28% | 8.54% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
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 | -15.08% | -18.27% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -57.82% | -52.17% | -5.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.47% | — |
Current DrawdownCurrent decline from peak | -44.45% | -28.35% | -16.10% |
Average DrawdownAverage peak-to-trough decline | -34.13% | -25.77% | -8.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 4.66% | +1.99% |
Volatility
WCQGX vs. OBCHX - Volatility Comparison
WCM China Quality Growth Fund (WCQGX) and Oberweis China Opportunities Fund (OBCHX) have volatilities of 7.14% and 7.51%, 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.
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Volatility by Period
| WCQGX | OBCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 7.51% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 16.25% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 25.37% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.45% | 26.53% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 24.98% | -1.22% |