OBT vs FTHY
Comparison between Orange County Bancorp Inc (OBT, Company) and First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company).
Both OBT and FTHY are from the Financial Services sector.
5-Year PerformanceOBT has outperformed FTHY, delivering a return of +20.5% compared to +2.9%
OBT vs FTHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OBT vs FTHY - Historical Returns
Returns include dividend reinvestment.
OBT vs FTHY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | OBT | FTHY |
|---|---|---|
| 2026 | +32.60% | +1.44% |
| 2025 | +8.14% | +7.39% |
| 2024 | -3.65% | +15.62% |
| 2023 | +31.35% | +14.12% |
| 2022 | +16.71% | -27.13% |
| 2021 | +51.05% | +9.39% |
| 2020 | -4.09% | +4.64% |
| 2019 | +12.10% | N/A |
| 2018 | -1.24% | N/A |
| 2017 | +25.96% | N/A |
| 2016 | -0.16% | N/A |
| 2015 | +14.87% | N/A |
| 2014 | +15.42% | N/A |
| 2013 | +1.86% | N/A |
| 2012 | +9.60% | N/A |
| 2011 | +0.90% | N/A |
| 2010 | +3.50% | N/A |
| 2009 | -14.08% | N/A |
| 2008 | -11.54% | N/A |
| 2007 | +0.00% | N/A |
OBT vs FTHY Drawdown Comparison
The maximum drawdown for OBT was -57.57%, occurring on Oct 15, 2020. Recovery took 1227 trading sessions.
The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.
The current FTHY drawdown is -1.05%.
| Rank | OBT | FTHY |
|---|---|---|
| #1 | -57.57% Mar 2, 2018 - Feb 6, 2023 | -31.19% Jan 11, 2022 - Jun 4, 2025 |
| #2 | -50.00% Feb 26, 2018 - Mar 2, 2018 | -9.25% Jul 24, 2020 - Jul 12, 2021 |
| #3 | -45.77% Feb 23, 2023 - Dec 13, 2023 | -5.68% Nov 9, 2021 - Jan 11, 2022 |
| #4 | -32.49% Nov 11, 2024 - Feb 2, 2026 | -5.45% Feb 9, 2026 - May 29, 2026 |
| #5 | -31.70% Dec 27, 2023 - Jul 25, 2024 | -4.31% Sep 9, 2025 - Feb 9, 2026 |
| #6 | -28.40% Jan 18, 2008 - Nov 20, 2014 | -3.31% May 29, 2026 - Jun 5, 2026 |
| #7 | -18.20% Jul 25, 2024 - Nov 11, 2024 | -3.28% Sep 27, 2021 - Oct 29, 2021 |
| #8 | -13.73% Feb 9, 2026 - Apr 17, 2026 | -1.91% Jul 12, 2021 - Jul 22, 2021 |
| #9 | -10.39% Dec 10, 2015 - Sep 8, 2017 | -1.69% Aug 30, 2021 - Sep 27, 2021 |
| #10 | -9.79% Apr 28, 2026 - Jun 12, 2026 | -1.62% Jul 18, 2025 - Sep 8, 2025 |
| #11 | -6.22% Sep 2, 2015 - Dec 10, 2015 | -1.47% Aug 2, 2021 - Aug 24, 2021 |
| #12 | -5.37% Sep 28, 2017 - Nov 21, 2017 | -1.46% Jul 16, 2020 - Jul 24, 2020 |
| #13 | -4.52% Nov 26, 2014 - Mar 11, 2015 | -1.36% Jul 3, 2025 - Jul 18, 2025 |
| #14 | -3.76% Jun 12, 2026 - Jun 18, 2026 | -1.29% Jul 8, 2020 - Jul 15, 2020 |
| #15 | -2.71% Apr 17, 2026 - Apr 28, 2026 | -1.27% Jul 22, 2021 - Aug 2, 2021 |
Correlation
Correlation between OBT and FTHY is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2008 - 2026)
OBT vs FTHY dividend yield comparison.
| Year | OBT | FTHY |
|---|---|---|
| 2026 | 0.97% | 5.53% |
| 2025 | 2.00% | 10.66% |
| 2024 | 1.69% | 10.70% |
| 2023 | 1.53% | 10.22% |
| 2022 | 1.78% | 11.85% |
| 2021 | 1.99% | 7.83% |
| 2020 | 2.94% | 2.94% |
| 2019 | 2.72% | 0.00% |
| 2018 | 3.00% | 0.00% |
| 2017 | 2.93% | 0.00% |
| 2016 | 3.53% | 0.00% |
| 2015 | 3.40% | 0.00% |
| 2014 | 3.77% | 0.00% |
| 2013 | 3.01% | 0.00% |
| 2012 | 4.79% | 0.00% |
| 2011 | 0.95% | 0.00% |
| 2010 | 3.53% | 0.00% |
| 2009 | 3.76% | 0.00% |
| 2008 | 3.07% | 0.00% |
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