(OCCI) OFS Credit - Performance 14.6% in 12m
Compare OCCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.71%
#72 in Group
Rel. Strength
68.96%
#2478 in Universe
Total Return 12m
14.60%
#63 in Group
Total Return 5y
110.84%
#45 in Group
P/E 7.16
26th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -13.72%
2th Percentile in Group
12m Total Return: OCCI (14.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
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 | 10.92% | -2.11% | -0.87% |
| 3 Months | -1.74% | -4.92% | -7.58% |
| 12 Months | 14.60% | 22.69% | 11.88% |
| 5 Years | 110.84% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | OCCI | XLF | S&P 500 |
| 1 Month | 82.9% | 27.8% | 23% |
| 3 Months | -65.4% | -81% | -88.5% |
| 12 Months | 56.2% | 83.7% | 55.1% |
| 5 Years | 26.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #16 | 13.3% | 11.9% |
| 3 Month | #73 | 3.34% | 6.31% |
| 12 Month | #64 | -6.59% | 2.44% |
| 5 Years | #57 | -13.9% | 0.25% |
FAQs
Does OCCI OFS Credit outperforms the market?
No,
over the last 12 months OCCI made 14.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OCCI made -1.74%, while XLF made -4.92%.
Over the last 3 months OCCI made -1.74%, while XLF made -4.92%.
Performance Comparison OCCI vs Indeces and Sectors
OCCI vs. Indices OCCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.95% | 11.8% | 5.97% | 2.72% |
| US NASDAQ 100 | QQQ | -1.98% | 9.52% | 5.54% | 1.93% |
| US Dow Jones Industrial 30 | DIA | -0.01% | 14.1% | 6.06% | 5.40% |
| German DAX 40 | DAX | 0.28% | 9.60% | -13.6% | -10.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.01% | 13.7% | 8.96% | 8.64% |
| Hongkong Hang Seng | HSI | 0.04% | 10.9% | 4.05% | 0.71% |
| India NIFTY 50 | INDA | 1.89% | 6.86% | 5.68% | 11.5% |
| Brasil Bovespa | EWZ | -0.15% | 6.32% | 2.27% | 20.4% |
OCCI vs. Sectors OCCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.20% | 12.0% | -0.16% | -9.36% |
| Consumer Discretionary | XLY | -1.03% | 11.0% | 3.46% | 1.28% |
| Consumer Staples | XLP | 2.55% | 10.7% | 0.66% | 3.40% |
| Energy | XLE | 3.53% | 24.8% | 11.8% | 25.7% |
| Financial | XLF | 0.44% | 13.0% | -1.63% | -8.09% |
| Health Care | XLV | -0.87% | 14.7% | 7.66% | 12.9% |
| Industrial | XLI | -1.37% | 10.8% | 5.26% | 5.01% |
| Materials | XLB | -0.34% | 13.4% | 13.4% | 18.1% |
| Real Estate | XLRE | 0.57% | 12.2% | 6.86% | -3.49% |
| Technology | XLK | -3.40% | 9.23% | 9.31% | 6.87% |
| Utilities | XLU | 1.89% | 10.9% | 3.85% | -7.23% |
| Aerospace & Defense | XAR | -1.90% | 4.53% | -7.56% | -12.0% |
| Biotech | XBI | -2.25% | 8.64% | 18.6% | 16.4% |
| Homebuilder | XHB | -0.26% | 13.2% | 20.8% | 21.6% |
| Retail | XRT | 0.62% | 11.5% | 11.5% | 17.3% |