(OCCI) OFS Credit - Performance -13.6% in 12m
OCCI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-58.71%
#187 in Peer-Group
Rel. Strength
25.37%
#5754 in Stock-Universe
Total Return 12m
-13.58%
#177 in Peer-Group
Total Return 5y
-32.99%
#175 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 44.9 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 7.78 USD |
| 52 Week Low | 5.64 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 69.89 |
| Buy/Sell Signal +-5 | -1.27 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OCCI (-13.6%) vs XLF (28.2%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
11.4% | 64.5% | 235% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
5.49% | 21.2% | 163% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
7.43% | 34.9% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
3.5% | 56.2% | 178% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| FHI NYSE Federated Investors |
7.42% | 41.7% | 143% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
5.99% | 13.8% | 234% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
4.36% | 4.26% | 272% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
9.39% | 20.6% | 223% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
Performance Comparison: OCCI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OCCI
| Total Return (including Dividends) | OCCI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.06% | 3.57% | 4.99% |
| 3 Months | -4.10% | 5.26% | 10.23% |
| 12 Months | -13.58% | 28.15% | 14.42% |
| 5 Years | -32.99% | 146.06% | 110.17% |
| Trend Score (consistency of price movement) | OCCI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 36.3% | 52.8% | 79.1% |
| 3 Months | -40.2% | 83.9% | 95.5% |
| 12 Months | -83.6% | 78% | 44.7% |
| 5 Years | -84.3% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th30.00 | -2.43% | -3.75% |
| 3 Month | %th19.00 | -8.89% | -13.00% |
| 12 Month | %th11.50 | -32.56% | -24.47% |
| 5 Years | %th10.50 | -72.77% | -68.12% |
FAQs
Does OFS Credit (OCCI) outperform the market?
No,
over the last 12 months OCCI made -13.58%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%.
Over the last 3 months OCCI made -4.10%, while XLF made 5.26%.
Performance Comparison OCCI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OCCI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.7% | -3.9% | -20.3% | -28% |
| US NASDAQ 100 | QQQ | 1.1% | -4.3% | -21.8% | -27% |
| German DAX 40 | DAX | 1.7% | 1.6% | -31.9% | -44% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.4% | -3.1% | -20.8% | -31% |
| Hongkong Hang Seng | HSI | 2.7% | -6.1% | -38.9% | -50% |
| India NIFTY 50 | INDA | 1.8% | -0.9% | -17.7% | -13% |
| Brasil Bovespa | EWZ | -2% | -6.9% | -43.3% | -27% |
OCCI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | -4.6% | -24.6% | -40% |
| Consumer Discretionary | XLY | -0.4% | -1.8% | -13.4% | -33% |
| Consumer Staples | XLP | 0.4% | 1.2% | -19.8% | -24% |
| Energy | XLE | 0.1% | -5% | -15.5% | -12% |
| Financial | XLF | 0.6% | -2.5% | -23.5% | -42% |
| Health Care | XLV | 1.8% | -1.4% | -12.8% | -9% |
| Industrial | XLI | -0.2% | -3.1% | -27.1% | -38% |
| Materials | XLB | -2.4% | -4.8% | -24.5% | -21% |
| Real Estate | XLRE | 1.6% | 0.2% | -18.9% | -27% |
| Technology | XLK | 1.2% | -8% | -23.3% | -25% |
| Utilities | XLU | 2% | 1.5% | -21.6% | -37% |
| Aerospace & Defense | XAR | 0.5% | -6.5% | -38.7% | -62% |
| Biotech | XBI | 1.1% | -3.3% | -6.2% | -6% |
| Homebuilder | XHB | -4.2% | -10.6% | -14.3% | -20% |
| Retail | XRT | -1.9% | -4.4% | -15.1% | -24% |
OCCI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.2% | -7.62% | -11.8% | -7% |
| Natural Gas | UNG | 5.6% | 9.7% | -4.2% | -8% |
| Gold | GLD | 2.2% | 1.8% | -39.6% | -57% |
| Silver | SLV | 2.2% | -4.2% | -37% | -37% |
| Copper | CPER | -1.6% | -5.1% | -40.9% | -31% |
OCCI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.5% | -2.2% | -15.8% | -14% |
| iShares High Yield Corp. Bond | HYG | 2.2% | -0.9% | -18.4% | -24% |