Overview Performance Dividends Peer Group Options

(OFS) OFS Capital - Performance 6.4% in 12m

Compare OFS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 70.27%
#30 in Group
Rel. Strength 52.91%
#3759 in Universe
Total Return 12m 6.36%
#109 in Group
Total Return 5y 244.37%
#7 in Group
P/E 4.17
4th Percentile in Group
P/E Forward 9.20
52th Percentile in Group
PEG 1.67
53th Percentile in Group
FCF Yield 13.9%
77th Percentile in Group

12m Total Return: OFS (6.4%) vs XLF (22.7%)

Compare overall performance (total returns) of OFS Capital with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (OFS) OFS Capital - Performance 6.4% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
OFS 5.08% -4.31% 14.4%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
OFS 18.5% 6.36% 244%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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: OFS vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OFS
Total Return (including Dividends) OFS XLF S&P 500
1 Month -4.31% -2.11% -0.87%
3 Months 14.35% -4.92% -7.58%
12 Months 6.36% 22.69% 11.88%
5 Years 244.37% 144.89% 110.33%
Trend Score (consistency of price movement) OFS XLF S&P 500
1 Month 6.50% 27.8% 23%
3 Months 62.6% -81% -88.5%
12 Months 21.9% 83.7% 55.1%
5 Years 79.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #145 -2.25% -3.47%
3 Month #7 20.3% 23.7%
12 Month #108 -13.3% -4.93%
5 Years #8 40.6% 63.7%

FAQs

Does OFS OFS Capital outperforms the market?

No, over the last 12 months OFS made 6.36%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OFS made 14.35%, while XLF made -4.92%.

Performance Comparison OFS vs Indeces and Sectors

OFS vs. Indices OFS is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.51% -3.44% 20.3% -5.52%
US NASDAQ 100 QQQ 0.48% -5.71% 19.9% -6.31%
US Dow Jones Industrial 30 DIA 2.45% -1.13% 20.4% -2.84%
German DAX 40 DAX 2.74% -5.63% 0.80% -18.3%
Shanghai Shenzhen CSI 300 CSI 300 5.47% -1.49% 23.3% 0.40%
Hongkong Hang Seng HSI 2.50% -4.37% 18.4% -7.53%
India NIFTY 50 INDA 4.35% -8.37% 20.0% 3.29%
Brasil Bovespa EWZ 2.31% -8.91% 16.6% 12.2%

OFS vs. Sectors OFS is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 1.26% -3.26% 14.2% -17.6%
Consumer Discretionary XLY 1.43% -4.21% 17.8% -6.96%
Consumer Staples XLP 5.01% -4.51% 15.0% -4.84%
Energy XLE 5.99% 9.55% 26.1% 17.5%
Financial XLF 2.90% -2.20% 12.7% -16.3%
Health Care XLV 1.59% -0.52% 22.0% 4.64%
Industrial XLI 1.09% -4.42% 19.6% -3.23%
Materials XLB 2.12% -1.88% 27.7% 9.88%
Real Estate XLRE 3.03% -3.00% 21.2% -11.7%
Technology XLK -0.94% -6.0% 23.7% -1.37%
Utilities XLU 4.35% -4.37% 18.2% -15.5%
Aerospace & Defense XAR 0.56% -10.7% 6.79% -20.2%
Biotech XBI 0.21% -6.59% 33.0% 8.19%
Homebuilder XHB 2.20% -2.04% 35.1% 13.4%
Retail XRT 3.08% -3.75% 25.9% 9.10%

OFS vs. Commodities OFS is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 11.7% 13.5% 31.5% 25.3%
Natural Gas UNG -1.34% 18.2% -13.3% -9.57%
Gold GLD 5.04% -9.73% -1.37% -37.0%
Silver SLV 8.22% 0.18% 19.2% -16.7%
Copper CPER 11.1% 5.37% 14.2% 5.55%

OFS vs. Yields & Bonds OFS is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.62% -2.95% 19.6% 0.71%
iShares High Yield Corp. Bond HYG 4.31% -4.43% 16.2% -2.91%