(OFS) OFS Capital - Performance 1.6% in 12m
Compare OFS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.38%
#33 in Group
Rel. Strength
48.63%
#4105 in Universe
Total Return 12m
1.60%
#124 in Group
Total Return 5y
231.21%
#11 in Group
P/E 3.88
3th Percentile in Group
P/E Forward 9.20
55th Percentile in Group
PEG 1.67
58th Percentile in Group
FCF Yield 14.7%
77th Percentile in Group
12m Total Return: OFS (1.6%) vs XLF (19.4%)
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 |
-5.71% | 14.3% | 361% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| APO NYSE Apollo Global Management |
-8.59% | 19.6% | 289% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-9.5% | 6.36% | 159% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.25% | 18.3% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-6.8% | 8.68% | 144% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-8.81% | 5.27% | 288% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| BK NYSE The Bank of New York Mellon |
-7.38% | 43.9% | 144% | 12.7 | 11.4 | 1.02 | 58.8% | 12.8% |
| FHI NYSE Federated Investors |
-5.05% | 14.3% | 133% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: OFS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OFS
| Total Return (including Dividends) | OFS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.90% | -4.63% | -6.90% |
| 3 Months | 8.69% | -6.79% | -11.64% |
| 12 Months | 1.60% | 19.37% | 6.50% |
| 5 Years | 231.21% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | OFS | XLF | S&P 500 |
| 1 Month | -71.2% | -71.4% | -74.5% |
| 3 Months | 76.3% | -76.1% | -88.2% |
| 12 Months | 9.60% | 87.3% | 66.1% |
| 5 Years | 79.7% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #136 | -3.43% | -1.06% |
| 3 Month | #6 | 16.6% | 23.0% |
| 12 Month | #126 | -14.9% | -4.60% |
| 5 Years | #12 | 42.3% | 64.7% |
FAQs
Does OFS OFS Capital outperforms the market?
No,
over the last 12 months OFS made 1.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.37%.
Over the last 3 months OFS made 8.69%, while XLF made -6.79%.
Over the last 3 months OFS made 8.69%, while XLF made -6.79%.
Performance Comparison OFS vs Indeces and Sectors
OFS vs. Indices OFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.09% | -1.0% | 19.5% | -4.90% |
| US NASDAQ 100 | QQQ | 1.91% | -0.03% | 19.7% | -3.33% |
| US Dow Jones Industrial 30 | DIA | 2.48% | -1.48% | 19.2% | -3.82% |
| German DAX 40 | DAX | -1.71% | 0.61% | 2.37% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.33% | 0.07% | 12.6% | -4.42% |
| Hongkong Hang Seng | HSI | -2.75% | 2.76% | 16.0% | -15.3% |
| India NIFTY 50 | INDA | -2.0% | -13.6% | 17.0% | -1.67% |
| Brasil Bovespa | EWZ | -2.82% | -3.25% | 17.5% | 11.3% |
OFS vs. Sectors OFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.76% | -0.92% | 10.3% | -12.5% |
| Consumer Discretionary | XLY | 2.77% | -2.27% | 16.7% | -6.94% |
| Consumer Staples | XLP | -1.74% | -9.93% | 9.36% | -12.9% |
| Energy | XLE | -4.43% | 2.03% | 19.0% | 12.2% |
| Financial | XLF | -0.17% | -3.27% | 11.7% | -17.8% |
| Health Care | XLV | 1.0% | -0.57% | 20.8% | 2.15% |
| Industrial | XLI | -0.03% | -2.44% | 19.5% | -3.40% |
| Materials | XLB | -1.85% | -1.09% | 26.6% | 9.11% |
| Real Estate | XLRE | -3.95% | -4.41% | 17.8% | -15.5% |
| Technology | XLK | 2.22% | 2.42% | 26.3% | 3.94% |
| Utilities | XLU | -1.70% | -6.79% | 13.5% | -23.5% |
| Aerospace & Defense | XAR | -0.90% | -7.26% | 9.98% | -22.6% |
| Biotech | XBI | -4.59% | 6.09% | 34.0% | 11.8% |
| Homebuilder | XHB | 0.88% | -0.54% | 37.0% | 10.8% |
| Retail | XRT | 0.79% | -4.43% | 24.6% | 5.95% |