(OCCI) OFS Credit - Performance 13.4% in 12m
Compare OCCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.04%
#69 in Group
Rel. Strength
70.10%
#2400 in Universe
Total Return 12m
13.40%
#55 in Group
Total Return 5y
114.88%
#41 in Group
P/E 7.16
27th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -13.72%
2th Percentile in Group
12m Total Return: OCCI (13.4%) vs XLF (19.2%)
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-6.7% | 16.3% | 360% | 14.1 | 12.4 | 0.94 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.03% | 29.1% | 224% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-10.2% | 19.9% | 268% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.75% | 5.27% | 154% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-6.47% | 40.4% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.05% | 8.6% | 129% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-8.11% | 2.79% | 245% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
| KKR NYSE KKR |
-7.15% | 17.7% | 378% | 30.9 | 16.8 | 0.47 | -17.4% | -18.6% |
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 | 5.61% | -3.79% | -4.77% |
| 3 Months | -1.95% | -4.77% | -9.81% |
| 12 Months | 13.40% | 19.17% | 9.54% |
| 5 Years | 114.88% | 135.65% | 104.83% |
| Trend Score (consistency of price movement) | OCCI | XLF | S&P 500 |
| 1 Month | 69.7% | -46.1% | -51.2% |
| 3 Months | -61.9% | -82.8% | -90.1% |
| 12 Months | 58.3% | 85.4% | 59.4% |
| 5 Years | 26.6% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #10 | 9.77% | 10.9% |
| 3 Month | #62 | 2.96% | 8.71% |
| 12 Month | #56 | -4.84% | 3.52% |
| 5 Years | #47 | -8.81% | 4.90% |
FAQs
Does OCCI OFS Credit outperforms the market?
No,
over the last 12 months OCCI made 13.40%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.17%.
Over the last 3 months OCCI made -1.95%, while XLF made -4.77%.
Over the last 3 months OCCI made -1.95%, while XLF made -4.77%.
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 | -1.37% | 10.4% | 8.33% | 3.86% |
| US NASDAQ 100 | QQQ | -2.76% | 10.4% | 8.09% | 3.16% |
| US Dow Jones Industrial 30 | DIA | 0.02% | 11.3% | 7.95% | 7.41% |
| German DAX 40 | DAX | -1.69% | 9.02% | -10.1% | -8.00% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.64% | 8.70% | 8.02% | 3.81% |
| Hongkong Hang Seng | HSI | -2.02% | 8.82% | 5.41% | -2.10% |
| India NIFTY 50 | INDA | -0.35% | 2.50% | 5.62% | 9.33% |
| Brasil Bovespa | EWZ | -3.55% | 3.51% | 4.59% | 20.1% |
OCCI vs. Sectors OCCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.47% | 10.6% | -0.74% | -3.90% |
| Consumer Discretionary | XLY | -2.22% | 10.6% | 5.89% | 0.97% |
| Consumer Staples | XLP | 3.48% | 3.53% | 2.87% | 3.88% |
| Energy | XLE | 1.20% | 16.7% | 9.90% | 24.8% |
| Financial | XLF | -0.95% | 9.40% | 0.17% | -5.77% |
| Health Care | XLV | 1.08% | 12.2% | 10.6% | 14.3% |
| Industrial | XLI | -0.49% | 9.53% | 7.50% | 6.15% |
| Materials | XLB | -0.60% | 9.42% | 14.4% | 17.4% |
| Real Estate | XLRE | 2.13% | 8.55% | 10.4% | -1.23% |
| Technology | XLK | -4.04% | 11.2% | 13.3% | 8.94% |
| Utilities | XLU | 1.61% | 5.25% | 5.67% | -7.74% |
| Aerospace & Defense | XAR | -0.62% | 6.23% | -3.01% | -12.2% |
| Biotech | XBI | -4.05% | 14.5% | 20.1% | 16.9% |
| Homebuilder | XHB | -1.37% | 11.4% | 23.1% | 20.8% |
| Retail | XRT | -0.47% | 9.44% | 12.1% | 17.5% |