Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCCIN (OFS Credit Company Inc Preferred Series E) | 2.69% | 9.32% | 10.25% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCCIN (OFS Credit Company Inc Preferred Series E) | 12/06/2021 | 06/05/2026 |
| 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 (%) | 0.04 | 9.32 | 10.25 | NA | NA | NA | NA | … | … | 2.69 | 9.02 | 13.33 | 6.57 | -6.12 | 1.23 |
| Sharpe Ratio | NA | 1.39 | 1.03 | NA | NA | NA | NA | … | … | 0.79 | 1.06 | 1.72 | 0.22 | -0.38 | 5.05 |
| Standard Deviation(%) | NA | 4.82 | 6.80 | NA | NA | NA | NA | … | … | 4.90 | 5.83 | 5.64 | 13.35 | 19.79 | 3.68 |
| Draw Down(%) | NA | 1.58 | 3.17 | NA | NA | NA | NA | … | … | 1.09 | 1.76 | 1.91 | 5.10 | 13.68 | 0.73 |
| Yield(%) | 0.00 | 5.46 | 5.98 | 4.73 | 2.36 | 1.58 | 1.18 | … | … | 2.21 | 5.50 | 5.88 | 5.89 | 5.23 | 0.34 |
Data as of 06/05/2026, Common starting date is 12/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCCIN (OFS Credit Company Inc Preferred Series E) |
4.56%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| OCCIN (OFS Credit Company Inc Preferred Series E) |
9.68%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart