(OFS) OFS Capital - Performance 5.9% in 12m
OFS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
78.23%
#20 in Peer-Group
Rel. Strength
50.09%
#3797 in Stock-Universe
Total Return 12m
5.92%
#106 in Peer-Group
Total Return 5y
214.43%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 4.02 |
| P/E Forward | 9.20 |
| High / Low | USD |
|---|---|
| 52 Week High | 9.48 USD |
| 52 Week Low | 7.01 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.29 |
| Buy/Sell Signal +-5 | 0.80 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OFS (5.9%) vs XLF (23.7%)
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 |
4.62% | 52.8% | 231% | 8.21 | 6.91 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-1.27% | 26.7% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
-0.88% | 56.3% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
4.85% | 18.5% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.93% | 37.3% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-7.92% | 15.1% | 193% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
2.16% | 5.92% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
0.75% | 2.25% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
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 | 2.16% | -2.57% | 1.11% |
| 3 Months | -1.89% | 2.14% | 5.58% |
| 12 Months | 5.92% | 23.72% | 10.51% |
| 5 Years | 214.43% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | OFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 25.4% | -20.6% | 69.9% |
| 3 Months | -33.1% | 63.2% | 69.3% |
| 12 Months | 66.7% | 79.3% | 43.2% |
| 5 Years | 78.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #58 | 4.86% | 1.04% |
| 3 Month | #117 | -3.95% | -7.08% |
| 12 Month | #108 | -14.39% | -4.16% |
| 5 Years | #7 | 38.50% | 50.36% |
FAQs
Does OFS Capital (OFS) outperform the market?
No,
over the last 12 months OFS made 5.92%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%.
Over the last 3 months OFS made -1.89%, while XLF made 2.14%.
Performance Comparison OFS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OFS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5% | 1.1% | 12.8% | -5% |
| US NASDAQ 100 | QQQ | 5.2% | 0.7% | 13.6% | -3% |
| German DAX 40 | DAX | 7.2% | 2.9% | -3.6% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.3% | 3.1% | 11% | -6% |
| Hongkong Hang Seng | HSI | 4.5% | -2.9% | -6.2% | -22% |
| India NIFTY 50 | INDA | 6.7% | 3.5% | 13.8% | 7% |
| Brasil Bovespa | EWZ | 2.7% | 1.7% | -7.4% | -3% |
OFS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.3% | 0.7% | 10% | -17% |
| Consumer Discretionary | XLY | 5.5% | 4% | 22.7% | -12% |
| Consumer Staples | XLP | 5.3% | 2.4% | 11.3% | -1% |
| Energy | XLE | -0.9% | -0.8% | 9.2% | 3% |
| Financial | XLF | 6.6% | 4.7% | 10% | -18% |
| Health Care | XLV | 3.1% | -2.2% | 13.3% | 11% |
| Industrial | XLI | 6% | 1.8% | 7.2% | -12% |
| Materials | XLB | 5.7% | 0.8% | 12% | 7% |
| Real Estate | XLRE | 4.5% | 1.2% | 11.8% | -7% |
| Technology | XLK | 4.7% | 0.2% | 12.4% | 2% |
| Utilities | XLU | 3.6% | 1.6% | 4.4% | -15% |
| Aerospace & Defense | XAR | 6% | -3.6% | -4.2% | -37% |
| Biotech | XBI | 5.3% | -5.6% | 23.6% | 14% |
| Homebuilder | XHB | 6.6% | 7.2% | 28.2% | 15% |
| Retail | XRT | 8.9% | 2.3% | 20.7% | 5% |
OFS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.8% | -16.5% | 2.94% | 3% |
| Natural Gas | UNG | 5.7% | 4.8% | -5.5% | 21% |
| Gold | GLD | 1.4% | -4% | -17.4% | -41% |
| Silver | SLV | 5.8% | -9.2% | -6.8% | -17% |
| Copper | CPER | 7.5% | 0.5% | -2.1% | -2% |
OFS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.5% | 1.5% | 14.2% | 10% |
| iShares High Yield Corp. Bond | HYG | 4.5% | 1.7% | 9.1% | -3% |