Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OCCI (OFS Credit Company Inc) | -7.48% | -3.54% | -0.82% | 8.55% | NA | NA | NA | 0.95% |
Data as of 06/06/2025, AR inception is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCCI (OFS Credit Company Inc) | 10/05/2018 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | -3.54 | -0.82 | 8.55 | NA | NA | NA | 0.95 | -7.48 | 31.45 | 0.32 | -25.82 | 24.37 | 0.53 | 12.09 | -16.54 |
| Sharpe Ratio | NA | -0.29 | -0.14 | 0.26 | NA | NA | NA | -0.02 | -0.64 | 1.61 | -0.11 | -0.78 | 1.06 | 0.00 | 0.58 | -1.72 |
| Standard Deviation(%) | NA | 23.78 | 29.00 | 29.06 | NA | NA | NA | 44.39 | 30.93 | 17.30 | 30.35 | 35.00 | 23.05 | 95.62 | 18.35 | 32.59 |
| Draw Down(%) | NA | 20.49 | 35.04 | 43.70 | NA | NA | NA | 66.45 | 20.04 | 7.56 | 34.14 | 31.81 | 20.88 | 66.45 | 11.82 | 21.25 |
| Yield(%) | 0.00 | 17.92 | 15.37 | 18.23 | 6.88 | 4.58 | 3.44 | 11.46 | 8.01 | 19.58 | 23.61 | 16.36 | 17.66 | 14.60 | 12.79 | 2.38 |
Data as of 06/06/2025, AR inception is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCI (OFS Credit Company Inc) |
-5.65%
Jun 2019 - Jun 2022 |
-1.65%
Nov 2018 - Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCI (OFS Credit Company Inc) |
34.22%
Mar 2020 - Mar 2023 |
19.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart