(OCCI) OFS Credit - Performance 9% in 12m
Compare OCCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.58%
#65 in Group
Rel. Strength
64.08%
#2758 in Universe
Total Return 12m
8.95%
#89 in Group
Total Return 5y
146.13%
#44 in Group
12m Total Return: OCCI (9%) vs XLF (20.6%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BCSF NYSE Bain Capital Specialty |
-7.89% | 19.4% | 287% | 9.08 | 10.4 | 1.07 | 0.60% | -8.73% |
| AGF-B TO AGF Management Limited |
-8.14% | 26.8% | 370% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| AMP NYSE Ameriprise Financial |
-8.13% | 13.9% | 491% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| APO NYSE Apollo Global Management |
-4.3% | 24.8% | 396% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PFLT NYSE PennantPark Floating Rate |
-0.48% | 10.8% | 324% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| PNNT NYSE PennantPark Investment |
-0.52% | 19.2% | 431% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
5.82% | 21% | 196% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
| TSLX NYSE Sixth Street Specialty |
-1.88% | 16.8% | 229% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
Performance Comparison: OCCI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OCCI
| Total Return (including Dividends) | OCCI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.18% | -3.50% | -3.62% |
| 3 Months | -6.39% | 3.57% | -3.76% |
| 12 Months | 8.95% | 20.61% | 8.80% |
| 5 Years | 146.13% | 178.11% | 143.09% |
| Trend Score (consistency of price movement) | OCCI | XLF | S&P 500 |
| 1 Month | -89.6% | 50.4% | -17.5% |
| 3 Months | -3.70% | 3.2% | -55.3% |
| 12 Months | 78.6% | 93.1% | 84.8% |
| 5 Years | 29.1% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #171 | -4.85% | -4.73% |
| 3 Month | #154 | -9.62% | -2.74% |
| 12 Month | #90 | -9.67% | 0.14% |
| 5 Years | #53 | -11.5% | 1.25% |
FAQs
Does OCCI OFS Credit outperforms the market?
No,
over the last 12 months OCCI made 8.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months OCCI made -6.39%, while XLF made 3.57%.
Over the last 3 months OCCI made -6.39%, while XLF made 3.57%.
Performance Comparison OCCI vs Indeces and Sectors
OCCI vs. Indices OCCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.74% | -4.56% | -3.25% | 0.15% |
| US NASDAQ 100 | QQQ | 3.43% | -3.42% | -2.49% | 2.06% |
| US Dow Jones Industrial 30 | DIA | 0.68% | -5.47% | -4.28% | 1.09% |
| German DAX 40 | DAX | 1.82% | -5.37% | -21.0% | -13.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.75% | -8.45% | 4.96% | -0.13% |
| Hongkong Hang Seng | HSI | -1.06% | -10.7% | 1.14% | -9.24% |
| India NIFTY 50 | INDA | 1.12% | -15.0% | 7.65% | 9.09% |
| Brasil Bovespa | EWZ | 0.28% | -16.5% | 3.35% | 20.2% |
OCCI vs. Sectors OCCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.65% | -4.04% | -11.2% | -9.65% |
| Consumer Discretionary | XLY | 2.33% | -2.56% | -4.42% | -1.34% |
| Consumer Staples | XLP | -4.73% | -6.63% | -4.12% | -1.83% |
| Energy | XLE | -1.61% | -16.1% | -10.4% | 6.87% |
| Financial | XLF | 0.57% | -4.68% | -15.2% | -11.7% |
| Health Care | XLV | 0.55% | -4.38% | 1.68% | 9.51% |
| Industrial | XLI | 1.21% | -6.56% | -2.03% | 1.93% |
| Materials | XLB | -0.53% | -7.87% | 5.37% | 14.0% |
| Real Estate | XLRE | -2.14% | -5.03% | 0.08% | -2.62% |
| Technology | XLK | 3.96% | -3.46% | 1.28% | 8.67% |
| Utilities | XLU | -3.55% | -8.53% | -2.55% | -15.9% |
| Aerospace & Defense | XAR | 4.08% | -7.87% | -6.35% | -8.31% |
| Biotech | XBI | 9.46% | 0.51% | 16.2% | 25.5% |
| Homebuilder | XHB | 1.64% | -6.69% | 17.5% | 20.1% |
| Retail | XRT | 0.16% | -5.53% | 3.52% | 18.4% |