Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFS (OFS Capital Corporation) | -21.80% | -50.66% | -16.46% | -7.40% | -0.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFS (OFS Capital Corporation) | 11/08/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | -50.66 | -16.46 | -7.40 | -0.02 | NA | NA | … | … | -21.80 | -31.59 | -20.19 | 29.93 | 3.28 | 66.92 | -25.16 | 18.09 | 6.10 | -1.82 | 33.57 | 10.06 | 2.70 | 2.94 | -4.67 |
| Sharpe Ratio | NA | -1.11 | -0.59 | -0.28 | -0.05 | NA | NA | … | … | -0.85 | -0.98 | -0.92 | 1.00 | 0.05 | 2.70 | -0.27 | 0.99 | 0.22 | -0.14 | 1.40 | 0.39 | 0.13 | 0.14 | -0.89 |
| Standard Deviation(%) | NA | 47.83 | 35.29 | 33.79 | 40.56 | NA | NA | … | … | 58.66 | 35.28 | 25.95 | 26.42 | 38.09 | 24.74 | 94.71 | 16.81 | 21.55 | 17.41 | 23.77 | 25.80 | 20.67 | 21.12 | 32.87 |
| Draw Down(%) | NA | 64.17 | 66.97 | 66.97 | 69.09 | NA | NA | … | … | 43.82 | 46.31 | 30.14 | 17.93 | 39.62 | 12.70 | 69.09 | 11.87 | 19.20 | 18.05 | 13.78 | 18.34 | 11.66 | 21.14 | 10.27 |
| Yield(%) | 0.00 | 12.09 | 13.30 | 12.09 | 10.03 | 8.16 | 6.12 | … | … | 3.56 | 14.91 | 11.99 | 13.19 | 10.70 | 12.96 | 7.82 | 12.63 | 14.88 | 12.51 | 12.06 | 11.97 | 11.18 | 8.74 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFS (OFS Capital Corporation) |
-23.83%
Mar 2017 – Mar 2020 |
-8.08%
Mar 2015 – Mar 2020 |
-0.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFS (OFS Capital Corporation) |
51.53%
Mar 2020 – Mar 2023 |
32.68%
Mar 2020 – Mar 2025 |
12.03%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart