Performance analysis of OCFS (OTTER CREEK FOCUS STRATEGY ETF)
Annual Return
Since May 20, 2024, OCFS has had an average annual return of +9.70%, underperforming the benchmark SPY, which returned +21.25% annual.
| 2025 | 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.50% | +5.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +4.58% | -7.19% | -5.40% | -0.84% | +7.43% | +5.72% | +1.79% | +1.06% | +1.65% | +0.32% | +8.50% | ||
| 2024 | -0.66% | -2.63% | +5.01% | +3.31% | +4.76% | -0.41% | +3.91% | -7.40% | +5.35% |
Drawdown analysis of OCFS (OTTER CREEK FOCUS STRATEGY ETF)
The maximum drawdown for the OCFS was -24.65%, occurring on Apr 8, 2025. Recovery took 126 trading sessions.
The current OCFS drawdown is -2.06%.
Since May 20, 2024 OCFS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.65% | Nov 11, 2024 | 100 | Apr 8, 2025 | 126 | Oct 8, 2025 | 226 |
| -7.23% | May 24, 2024 | 48 | Aug 5, 2024 | 12 | Aug 21, 2024 | 60 |
| -5.46% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -5.34% | Oct 17, 2024 | 11 | Nov 1, 2024 | 6 | Nov 11, 2024 | 17 |
| -2.88% | Oct 8, 2025 | 9 | Oct 21, 2025 | Ongoing | Ongoing | Ongoing |
| -1.22% | Oct 14, 2024 | 1 | Oct 15, 2024 | 2 | Oct 17, 2024 | 3 |
| -0.97% | Sep 26, 2024 | 3 | Oct 1, 2024 | 3 | Oct 4, 2024 | 6 |
| -0.84% | Oct 4, 2024 | 1 | Oct 7, 2024 | 2 | Oct 9, 2024 | 3 |
| -0.79% | May 22, 2024 | 1 | May 23, 2024 | 1 | May 24, 2024 | 2 |
| -0.69% | Oct 9, 2024 | 1 | Oct 10, 2024 | 1 | Oct 11, 2024 | 2 |
| -0.65% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.33% | Aug 23, 2024 | 1 | Aug 26, 2024 | 3 | Aug 29, 2024 | 4 |
| -0.15% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |
| -0.14% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |