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Performance analysis of OFS Capital (OFSSH)

Annual Return

Over the past 3 years, OFSSH has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +22.45% annual.

Since Oct 28, 2021, OFSSH has had an average annual return of +3.80%, underperforming the benchmark SPY, which returned +12.95% annual.

202620252024202320222021
+1.84%+10.63%+8.16%+9.22%-12.10%+1.46%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.97%-0%+0.17%+0.08%+1.28%-1.63%+1.84%
2025+1.35%+0.51%+0.25%+0.23%+0.58%+2.42%+2.30%-0.69%+0.60%+2.43%-0.17%+0.38%+10.63%
2024+1.58%+0.62%+0.76%+0.12%-0.41%+0.18%+1.58%-0.89%+2.28%+1.03%+0.44%+0.63%+8.16%
2023+5.42%+1.13%-1.25%+0.70%-0.22%-0.23%-0.50%-0.64%+1.63%-0.52%-0.10%+3.64%+9.22%
2022-0.40%+0.04%-1.16%-2.34%-1.46%+0.72%-4.06%+2.39%-2.15%-8.99%+7.73%-2.29%-12.10%
2021+1.07%-0.60%+1%+1.46%

Drawdown analysis of OFS Capital (OFSSH)

The maximum drawdown for the OFSSH was -21.25%, occurring on Oct 25, 2022. Recovery took 482 trading sessions.

The current OFSSH drawdown is -1.63%.

Since Oct 28, 2021 OFSSH has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-21.25%Jan 14, 2022195Oct 25, 2022482Sep 26, 2024677
-1.89%May 21, 20267Jun 2, 2026OngoingOngoingOngoing
-1.87%Jan 15, 202659Apr 13, 202614May 1, 202673
-1.85%Oct 15, 202517Nov 7, 202538Jan 5, 202655
-1.73%Mar 21, 202520Apr 21, 202513May 8, 202533
-1.49%Aug 18, 20256Aug 26, 202515Sep 17, 202521
-1.45%Dec 10, 20243Dec 13, 202413Jan 3, 202516
-1.35%Sep 17, 20259Sep 30, 202511Oct 15, 202520
-1.18%Nov 2, 202121Dec 2, 202113Dec 21, 202134
-1.07%Jul 31, 20252Aug 4, 202510Aug 18, 202512
-0.97%Feb 14, 20252Feb 19, 20258Mar 3, 202510
-0.79%Dec 21, 20213Dec 27, 20213Dec 30, 20216
-0.78%Oct 24, 20246Nov 1, 202412Nov 19, 202418
-0.75%Jan 3, 20253Jan 8, 20251Jan 10, 20254
-0.71%Nov 19, 20243Nov 22, 20245Dec 2, 20248
-0.60%Jul 23, 20254Jul 29, 20252Jul 31, 20256
-0.53%Jul 15, 20252Jul 17, 20251Jul 18, 20253
-0.53%Oct 2, 20248Oct 14, 20245Oct 21, 202413
-0.51%May 1, 20264May 7, 202610May 21, 202614
-0.44%Feb 3, 20255Feb 10, 20251Feb 11, 20256
-0.39%May 8, 20251May 9, 202514May 30, 202515
-0.20%Jan 5, 20223Jan 10, 20223Jan 13, 20226
-0.14%Mar 3, 20251Mar 4, 20251Mar 5, 20252
-0.13%Mar 5, 20257Mar 14, 20255Mar 21, 202512
-0.12%Oct 29, 20211Nov 1, 20211Nov 2, 20212