Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCCIO (OFS Credit Company Inc Preferred) | 2.29% | 7.75% | 9.50% | 6.29% | NA | NA | NA | … | … |
Data as of 05/15/2026, Common starting date is 04/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCCIO (OFS Credit Company Inc Preferred) | 04/27/2021 | 05/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.75 | 9.50 | 6.29 | NA | NA | NA | … | … | 2.29 | 7.98 | 10.71 | 11.27 | -5.31 | 6.85 |
| Sharpe Ratio | NA | 1.23 | 0.78 | 0.40 | NA | NA | NA | … | … | 1.46 | 0.83 | 0.92 | 0.58 | -0.55 | 1.83 |
| Standard Deviation(%) | NA | 4.13 | 7.95 | 9.38 | NA | NA | NA | … | … | 2.58 | 6.19 | 7.75 | 13.19 | 12.33 | 5.52 |
| Draw Down(%) | NA | 0.95 | 4.38 | 9.21 | NA | NA | NA | … | … | 0.60 | 2.34 | 3.20 | 4.38 | 9.21 | 1.29 |
| Yield(%) | 0.00 | 6.19 | 6.80 | 6.13 | 3.12 | 2.08 | 1.56 | … | … | 2.02 | 6.23 | 6.96 | 6.73 | 5.96 | 4.13 |
Data as of 05/15/2026, Common starting date is 04/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIO (OFS Credit Company Inc Preferred) |
5.16%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIO (OFS Credit Company Inc Preferred) |
9.98%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart