Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCCI (OFS Credit Company Inc) | -27.70% | -34.50% | -14.21% | -10.41% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCCI (OFS Credit Company Inc) | 10/05/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.94 | -34.50 | -14.21 | -10.41 | NA | NA | NA | … | … | -27.70 | -14.38 | 31.45 | 0.32 | -25.82 | 24.37 | 0.53 | 12.09 | -16.54 |
| Sharpe Ratio | NA | -0.91 | -0.56 | -0.43 | NA | NA | NA | … | … | -1.16 | -0.58 | 1.61 | -0.11 | -0.78 | 1.06 | 0.00 | 0.58 | -1.72 |
| Standard Deviation(%) | NA | 37.21 | 29.84 | 29.91 | NA | NA | NA | … | … | 46.27 | 29.70 | 17.30 | 30.35 | 35.00 | 23.05 | 95.62 | 18.35 | 32.59 |
| Draw Down(%) | NA | 48.46 | 51.18 | 53.35 | NA | NA | NA | … | … | 43.17 | 27.22 | 7.56 | 34.14 | 31.81 | 20.88 | 66.45 | 11.82 | 21.25 |
| Yield(%) | 0.00 | 19.17 | 14.94 | 11.22 | 7.51 | 5.00 | 3.75 | … | … | 7.82 | 19.22 | 19.58 | 23.61 | 16.36 | 17.66 | 14.60 | 12.79 | 2.38 |
Data as of 06/09/2026, Common starting date 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) |
-16.37%
Feb 2023 – Feb 2026 |
-11.34%
Mar 2021 – Mar 2026 |
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