Performance analysis of OFS Capital (OFS)
Annual Return
Over the past 3 years, OFS has had an average annual return of -17.64%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OFS has had an average annual return of -8.13%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, OFS has had an average annual return of -1.45%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 8, 2012, OFS has had an average annual return of +1.10%, underperforming the benchmark SPY, which returned +15.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -25.79% | -31.37% | -19.91% | +30.38% | +3.70% | +66.96% | -23.59% | +18.09% | -0.14% | -4.39% | +33.18% | +9.66% |
| 2014 | 2013 | 2012 | |||||||||
| +2.37% | +2.62% | -4.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.41% | -15.50% | -10.34% | +14.08% | -14.32% | -4.03% | -25.79% | ||||||
| 2025 | -0.12% | +2.98% | +16.06% | -4.31% | -6.41% | +5.46% | +0.47% | +0.12% | -5.72% | -22.37% | -20.43% | +3.91% | -31.37% |
| 2024 | -1.37% | -0.35% | -10.72% | -2.32% | +0.93% | -6.12% | -2.71% | -4.75% | +6.91% | -4.14% | +0.12% | +3.71% | -19.91% |
| 2023 | -1.09% | -1.69% | +7.68% | -4.81% | -5.57% | +10.46% | +4.65% | +3.57% | +7.94% | -12.45% | +8.64% | +12.70% | +30.38% |
| 2022 | -12.84% | +7.26% | +30.46% | -7.00% | +5.13% | -19.91% | +9.58% | -1.93% | -20.50% | +11.31% | +13.77% | +0.35% | +3.70% |
| 2021 | -3.22% | +12.15% | +15.83% | -0.11% | +7.30% | +8.18% | -6.82% | +13.15% | +0.93% | +6.37% | -0.37% | +1.57% | +66.96% |
| 2020 | +2.33% | -11.20% | -56.42% | +7.62% | +13.92% | -6.37% | -5.53% | +8.89% | +5.07% | -15.71% | +68.51% | +9.48% | -23.59% |
| 2019 | +6.04% | +6.67% | +0.77% | +6.13% | -3.69% | +2.66% | -8.08% | +3.81% | +4.37% | +2.58% | -5.46% | +2.22% | +18.09% |
| 2018 | -0.51% | -4.14% | +1.78% | -4.81% | +4.78% | +5.31% | +0.95% | +6.57% | -0.89% | -9.24% | +4.91% | -3.54% | -0.14% |
| 2017 | +4.07% | +2.17% | -0.75% | +1.90% | -2.70% | +4.19% | -1.54% | -7.80% | +4% | -1.21% | -6.53% | +0.61% | -4.39% |
Drawdown analysis of OFS Capital (OFS)
The maximum drawdown for the OFS was -69.09%, occurring on Mar 18, 2020. Recovery took 304 trading sessions.
The current OFS drawdown is -60.33%.
Since Nov 8, 2012 OFS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.09% | Feb 18, 2020 | 21 | Mar 18, 2020 | 304 | Jun 2, 2021 | 325 |
| -66.65% | Jan 23, 2024 | 541 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -39.46% | Apr 1, 2022 | 121 | Sep 26, 2022 | 245 | Sep 18, 2023 | 366 |
| -22.16% | Mar 28, 2017 | 275 | May 1, 2018 | 238 | Apr 11, 2019 | 513 |
| -21.20% | Mar 1, 2013 | 79 | Jun 24, 2013 | 247 | Jun 17, 2014 | 326 |
| -18.36% | Jun 22, 2015 | 44 | Aug 24, 2015 | 93 | Jan 6, 2016 | 137 |
| -17.84% | Sep 20, 2023 | 29 | Oct 31, 2023 | 33 | Dec 18, 2023 | 62 |
| -14.74% | Nov 5, 2021 | 58 | Jan 31, 2022 | 26 | Mar 9, 2022 | 84 |
| -13.80% | Jan 6, 2016 | 12 | Jan 25, 2016 | 33 | Mar 11, 2016 | 45 |
| -12.68% | Jun 21, 2021 | 19 | Jul 19, 2021 | 16 | Aug 10, 2021 | 35 |
| -11.87% | Jun 19, 2019 | 30 | Aug 1, 2019 | 137 | Feb 18, 2020 | 167 |
| -11.77% | Jul 7, 2014 | 79 | Oct 27, 2014 | 85 | Mar 2, 2015 | 164 |
| -11.21% | Oct 25, 2016 | 10 | Nov 8, 2016 | 33 | Dec 27, 2016 | 43 |
| -10.24% | Nov 8, 2012 | 5 | Nov 15, 2012 | 9 | Nov 29, 2012 | 14 |
| -9.37% | Jun 3, 2016 | 6 | Jun 13, 2016 | 18 | Jul 8, 2016 | 24 |
| -8.56% | Nov 29, 2012 | 19 | Dec 27, 2012 | 12 | Jan 15, 2013 | 31 |
| -7.82% | Dec 19, 2023 | 3 | Dec 22, 2023 | 19 | Jan 23, 2024 | 22 |
| -7.22% | Apr 7, 2016 | 6 | Apr 15, 2016 | 7 | Apr 26, 2016 | 13 |
| -5.83% | Sep 8, 2016 | 16 | Sep 30, 2016 | 3 | Oct 5, 2016 | 19 |
| -5.02% | Aug 12, 2021 | 6 | Aug 20, 2021 | 22 | Sep 22, 2021 | 28 |
| -4.98% | May 2, 2019 | 20 | May 31, 2019 | 12 | Jun 18, 2019 | 32 |
| -4.16% | Jul 13, 2016 | 1 | Jul 14, 2016 | 3 | Jul 19, 2016 | 4 |
| -3.83% | Oct 5, 2016 | 4 | Oct 11, 2016 | 2 | Oct 13, 2016 | 6 |
| -3.66% | Apr 26, 2016 | 5 | May 3, 2016 | 2 | May 5, 2016 | 7 |
| -3.46% | Mar 2, 2015 | 2 | Mar 4, 2015 | 7 | Mar 13, 2015 | 9 |