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OFS vs SPY

Comparison between OFS Capital Corp (OFS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OFS, delivering a return of +13.4% compared to -5.8%

OFS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OFS
$47M
Winner
SPY
$784B
Expense Ratio
OFS
N/A
SPY
0.09%
Max Drawdown
OFS
81.60%
Winner
SPY
56.47%
Sharpe Ratio
OFS
-1.37
Winner
SPY
1.50
5Y Beta
Winner
OFS
0.49
SPY
1.00
Industry
OFS
Asset Management
SPY
N/A
P/E Ratio
Winner
OFS
-1.26
SPY
28.29
Forward P/E
Winner
OFS
9.20
SPY
21.76
PEG Ratio
OFS
1.83
SPY
N/A
Dividend Yield
OFS
29.00%
SPY
N/A
5Y Dividends CAGR
Winner
OFS
9.60%
SPY
5.43%
5Y EPS CAGR
OFS
N/A
SPY
25.98%
Debt to Equity
Winner
OFS
0.00%
SPY
30.79%
P/S Ratio
Winner
OFS
1.23
SPY
3.79
P/B Ratio
Winner
OFS
0.43
SPY
5.67

OFS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OFS
+5.87%
SPY
+0.48%
3M
Winner
OFS
+17.20%
SPY
+11.67%
6M
OFS
-18.75%
Winner
SPY
+9.42%
1Y
OFS
-49.49%
Winner
SPY
+24.27%
5Y(CAGR)
OFS
-5.77%
Winner
SPY
+13.36%
10Y(CAGR)
OFS
+0.82%
Winner
SPY
+15.42%
Max(CAGR)
OFS
+2.07%
Winner
SPY
+8.49%

OFS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOFSSPY
2026-15.90%+8.88%
2025-30.60%+18.00%
2024-17.37%+25.59%
2023+30.26%+26.72%
2022+4.27%-18.64%
2021+70.05%+30.52%
2020-22.41%+17.28%
2019+16.22%+31.09%
2018-0.81%-5.24%
2017-6.03%+20.78%
2016+31.57%+13.59%
2015+10.31%+1.31%
2014+4.82%+14.56%
2013+0.14%+29.00%
2012-4.60%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OFS vs SPY Drawdown Comparison

The maximum drawdown for OFS was -69.09%, occurring on Mar 18, 2020. Recovery took 325 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OFS drawdown is -54.85%. The current SPY drawdown is -2.35%.

RankOFSSPY
#1-69.09%
Feb 18, 2020 - Jun 2, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.65%
Jan 23, 2024 - Mar 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.47%
Apr 1, 2022 - Sep 18, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.16%
Mar 28, 2017 - Apr 11, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.20%
Mar 1, 2013 - Jun 17, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.36%
Jun 22, 2015 - Jan 6, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.84%
Sep 20, 2023 - Dec 18, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.74%
Nov 5, 2021 - Mar 9, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.80%
Jan 6, 2016 - Mar 11, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.67%
Jun 21, 2021 - Aug 10, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.87%
Jun 19, 2019 - Feb 18, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.77%
Jul 7, 2014 - Mar 2, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.21%
Oct 25, 2016 - Dec 27, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.24%
Nov 8, 2012 - Nov 29, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.38%
Jun 3, 2016 - Jul 8, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OFS and SPY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

OFS vs SPY dividend yield comparison.

YearOFSSPY
20264.49%0.24%
202525.00%1.07%
202416.85%1.21%
202311.45%1.40%
202211.43%1.65%
20218.35%1.20%
202012.03%1.52%
201912.18%1.75%
201812.83%2.04%
201711.43%1.80%
20169.88%2.03%
201511.85%2.06%
201411.54%1.87%
20139.28%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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