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OFSSH vs FUND

Comparison between OFS Capital Corp (OFSSH, Company) and Sprott Focus Trust Inc (FUND, Company).

5-Year PerformanceFUND has outperformed OFSSH, delivering a return of +12.6% compared to +4.1%

OFSSH vs FUND - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
OFSSH
$317M
Winner
FUND
$317M
Max Drawdown
Winner
OFSSH
24.47%
FUND
71.62%
Sharpe Ratio
OFSSH
0.44
Winner
FUND
2.23
5Y Beta
OFSSH
N/A
FUND
0.76
Industry
OFSSH
N/A
FUND
Asset Management
P/E Ratio
Winner
OFSSH
-14.28
FUND
5.66
Dividend Yield
OFSSH
N/A
FUND
5.55%
5Y Dividends CAGR
OFSSH
N/A
FUND
2.08%
5Y EPS CAGR
OFSSH
N/A
FUND
-2.11%
Debt to Equity
OFSSH
0.00%
FUND
0.00%
Free Cash Flow Yield
Winner
OFSSH
20.36%
FUND
0.00%

OFSSH vs FUND - Historical Returns

Returns include dividend reinvestment.

1M
OFSSH
+0.02%
Winner
FUND
+10.33%
3M
OFSSH
+0.91%
Winner
FUND
+6.05%
6M
OFSSH
+2.23%
Winner
FUND
+12.84%
1Y
OFSSH
+6.69%
Winner
FUND
+43.75%
5Y(CAGR)
OFSSH
+4.06%
Winner
FUND
+12.64%
10Y(CAGR)
OFSSH
N/A
FUND
+12.58%
Max(CAGR)
OFSSH
+4.06%
Winner
FUND
+11.05%

OFSSH vs FUND - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOFSSHFUND
2026+3.80%+27.14%
2025+10.64%+27.06%
2024+8.04%-0.72%
2023+8.76%+6.34%
2022-12.10%-1.96%
2021+1.46%+37.58%
2020N/A+2.38%
2019N/A+33.92%
2018N/A-19.67%
2017N/A+21.35%
2016N/A+30.32%
2015N/A-14.72%
2014N/A+1.29%
2013N/A+18.76%
2012N/A+10.57%
2011N/A-13.25%
2010N/A+16.11%
2009N/A+33.82%
2008N/A-45.51%
2007N/A+1.87%
2006N/A+27.60%
2005N/A+4.58%
2004N/A+44.81%
2003N/A+59.23%
2002N/A-14.54%
2001N/A+21.00%
2000N/A+22.15%
1999N/A+1.00%

OFSSH vs FUND Drawdown Comparison

The maximum drawdown for OFSSH was -21.25%, occurring on Oct 25, 2022. Recovery took 677 trading sessions.

The maximum drawdown for FUND was -65.09%, occurring on Nov 21, 2008. Recovery took 1398 trading sessions.

The current OFSSH drawdown is -1.25%.

RankOFSSHFUND
#1-21.25%
Jan 14, 2022 - Sep 26, 2024
-65.09%
Jun 5, 2008 - Dec 23, 2013
#2-2.51%
May 21, 2026 - Jun 29, 2026
-43.18%
Feb 12, 2020 - Dec 4, 2020
#3-1.92%
Jul 15, 2026 - Aug 3, 2026
-37.57%
Jul 1, 2014 - Feb 2, 2017
#4-1.87%
Jan 15, 2026 - May 1, 2026
-36.22%
May 2, 2002 - Aug 29, 2003
#5-1.86%
Oct 15, 2025 - Jan 5, 2026
-26.93%
Jan 26, 2018 - Dec 12, 2019
#6-1.73%
Mar 21, 2025 - May 8, 2025
-25.57%
Feb 15, 2001 - Dec 31, 2001
#7-1.49%
Aug 18, 2025 - Sep 17, 2025
-24.68%
Apr 20, 2022 - Jul 31, 2024
#8-1.45%
Dec 10, 2024 - Jan 3, 2025
-24.67%
Nov 29, 2007 - Jun 5, 2008
#9-1.35%
Sep 17, 2025 - Oct 15, 2025
-21.75%
Feb 16, 2005 - Dec 16, 2005
#10-1.17%
Nov 2, 2021 - Dec 21, 2021
-19.42%
Jun 18, 2007 - Nov 29, 2007
#11-1.07%
Jul 31, 2025 - Aug 18, 2025
-19.20%
Apr 5, 2004 - Oct 1, 2004
#12-0.97%
Feb 14, 2025 - Mar 3, 2025
-18.25%
Dec 2, 2024 - Jul 3, 2025
#13-0.78%
Dec 21, 2021 - Dec 30, 2021
-17.35%
May 10, 2006 - Nov 24, 2006
#14-0.78%
Oct 24, 2024 - Nov 19, 2024
-15.22%
May 16, 2000 - Sep 13, 2000
#15-0.75%
Jan 3, 2025 - Jan 10, 2025
-13.48%
Mar 23, 2000 - May 16, 2000

Correlation

Correlation between OFSSH and FUND is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

OFSSH vs FUND dividend yield comparison.

YearOFSSHFUND
20263.92%2.57%
20255.22%6.65%
20245.48%8.27%
20235.60%6.22%
20225.83%6.72%
20210.00%8.79%
20200.00%7.93%
20190.00%6.30%
20180.00%11.92%
20170.00%6.59%
20160.00%5.76%
20150.00%7.59%
20140.00%5.78%
20130.00%5.25%
20120.00%6.97%
20110.00%6.51%
20090.00%1.42%
20080.00%10.22%
20070.00%22.39%
20060.00%14.70%
20050.00%12.70%
20040.00%16.61%
20030.00%7.31%
20020.00%1.62%
20010.00%2.11%
20000.00%5.98%
19990.00%3.07%

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