The total return over the past 12 months is -43.68% vs. +16.94% for the S&P 500. So far it's up -13.05% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (53.23%) | (31.34%) | (19.41%) | (12.70%) | N/A | N/A |
| Total Return CAGR | (43.68%) | (19.41%) | (7.20%) | (0.24%) | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (12.51%) | (5.76%) | +6.71% | (1.33%) | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
OFS Capital Corporation (OFS)
| Year | Start price | End price | OFS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $4.76 | $3.56 | (13.05%) | +14.51% | (27.56%) |
| 2025 | $8.07 | $4.76 | (31.37%) | +17.72% | (49.09%) |
| 2024 | $11.70 | $8.07 | (19.91%) | +24.89% | (44.80%) |
| 2023 | $10.15 | $11.70 | +30.38% | +26.19% | +4.19% |
| 2022 | $10.90 | $10.15 | +3.69% | (18.17%) | +21.86% |
| 2021 | $7.15 | $10.90 | +66.96% | +28.74% | +38.22% |
| 2020 | $11.17 | $7.15 | (23.59%) | +18.37% | (41.96%) |
| 2019 | $10.60 | $11.17 | +18.09% | +31.22% | (13.13%) |
| 2018 | $11.90 | $10.60 | +2.98% | (4.56%) | +7.54% |
| 2017 | $13.76 | $11.90 | (4.39%) | +21.70% | (26.09%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
