OCFS vs HOLD
Comparison between OTTER CREEK FOCUS STRATEGY ETF (OCFS, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).
OCFS vs HOLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCFS
$8M
HOLD
$8M
Expense Ratio
OCFS
0.85%
HOLD
N/A
Max Drawdown
Winner
OCFS
24.65%
HOLD
70.46%
Sharpe Ratio
Winner
OCFS
0.05
HOLD
-0.81
5Y Beta
OCFS
0.91
Winner
HOLD
0.74
P/E Ratio
OCFS
43.34
HOLD
N/A
Forward P/E
OCFS
19.23
HOLD
N/A
PEG Ratio
OCFS
0.23
HOLD
N/A
5Y Dividends CAGR
OCFS
N/A
HOLD
7.97%
5Y EPS CAGR
OCFS
21.59%
HOLD
N/A
Debt to Equity
OCFS
82.43%
HOLD
N/A
P/S Ratio
OCFS
2.65
HOLD
N/A
P/B Ratio
OCFS
4.40
HOLD
N/A
OCFS vs HOLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCFS
+0.35%
HOLD
-2.23%
3M
Winner
OCFS
+2.73%
HOLD
+1.06%
6M
Winner
OCFS
+19.24%
HOLD
+4.14%
1Y
OCFS
+1.91%
Winner
HOLD
+15.29%
5Y(CAGR)
OCFS
N/A
HOLD
-18.47%
10Y(CAGR)
OCFS
N/A
HOLD
-9.07%
Max(CAGR)
Winner
OCFS
+9.71%
HOLD
-7.24%
OCFS vs HOLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | OCFS | HOLD |
|---|---|---|
| 2026 | N/A | +5.73% |
| 2025 | +8.52% | +8.52% |
| 2024 | +5.35% | N/A |
| 2023 | N/A | +1.16% |
| 2022 | N/A | +0.40% |
| 2021 | N/A | +0.15% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +3.06% |
| 2018 | N/A | +1.82% |
| 2017 | N/A | +1.30% |
| 2016 | N/A | +1.34% |
| 2015 | N/A | +0.16% |
| 2014 | N/A | -0.21% |
OCFS vs HOLD Drawdown Comparison
The maximum drawdown for OCFS was -24.65%, occurring on Apr 8, 2025. Recovery took 226 trading sessions.
The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The current OCFS drawdown is -2.06%. The current HOLD drawdown is -64.67%.
| Rank | OCFS | HOLD |
|---|---|---|
| #1 | -24.65% Nov 11, 2024 - Oct 8, 2025 | -69.65% Mar 23, 2023 - Aug 20, 2025 |
| #2 | -7.23% May 24, 2024 - Aug 21, 2024 | -5.23% Feb 25, 2020 - Dec 31, 2020 |
| #3 | -5.46% Aug 30, 2024 - Sep 16, 2024 | -1.59% Jul 23, 2021 - Jan 12, 2023 |
| #4 | -5.34% Oct 17, 2024 - Nov 11, 2024 | -0.54% Oct 28, 2014 - Jul 20, 2015 |
| #5 | -2.89% Oct 8, 2025 - Oct 21, 2025 | -0.49% Jul 20, 2015 - Mar 29, 2016 |
| #6 | -1.22% Oct 14, 2024 - Oct 17, 2024 | -0.37% Dec 31, 2020 - Jul 23, 2021 |
| #7 | -0.97% Sep 26, 2024 - Oct 4, 2024 | -0.35% Jul 7, 2016 - Oct 12, 2016 |
| #8 | -0.84% Oct 4, 2024 - Oct 9, 2024 | -0.34% Apr 13, 2018 - May 25, 2018 |
| #9 | -0.79% May 22, 2024 - May 24, 2024 | -0.28% May 17, 2017 - Jun 29, 2017 |
| #10 | -0.69% Oct 9, 2024 - Oct 11, 2024 | -0.28% Feb 2, 2023 - Feb 17, 2023 |
| #11 | -0.65% Aug 21, 2024 - Aug 23, 2024 | -0.24% Jan 11, 2017 - Feb 10, 2017 |
| #12 | -0.33% Aug 23, 2024 - Aug 29, 2024 | -0.24% Aug 5, 2014 - Sep 25, 2014 |
| #13 | -0.15% Sep 19, 2024 - Sep 23, 2024 | -0.21% Mar 14, 2023 - Mar 16, 2023 |
| #14 | -0.14% Sep 24, 2024 - Sep 26, 2024 | -0.21% Mar 16, 2023 - Mar 20, 2023 |
| #15 | N/A | -0.21% Feb 20, 2019 - Feb 25, 2019 |
Correlation
Correlation between OCFS and HOLD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
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