PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Oconee Federal Financial Corp. (OFED)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6756071055

CUSIP

675607105

Sector

Financial Services

IPO Date

Jan 14, 2011

Highlights

Market Cap

$74.44M

EPS (TTM)

$0.42

PE Ratio

30.36

Year Range

$12.26 - $14.38

Short %

0.52%

Short Ratio

1.76

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Oconee Federal Financial Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.39%
10.30%
OFED (Oconee Federal Financial Corp.)
Benchmark (^GSPC)

Returns By Period

Oconee Federal Financial Corp. had a return of 1.12% year-to-date (YTD) and -5.86% in the last 12 months. Over the past 10 years, Oconee Federal Financial Corp. had an annualized return of -4.44%, while the S&P 500 had an annualized return of 11.26%, indicating that Oconee Federal Financial Corp. did not perform as well as the benchmark.


OFED

YTD

1.12%

1M

1.01%

6M

-2.39%

1Y

-5.86%

5Y*

-19.50%

10Y*

-4.44%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of OFED, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.26%1.12%
20244.91%1.23%-4.80%-3.61%2.19%-3.08%3.17%-1.54%-1.57%7.92%8.29%-12.34%-1.13%
2023-6.36%3.19%-23.11%10.81%-19.12%-14.17%-4.52%2.58%-7.34%-9.88%-6.82%24.91%-45.59%
20227.74%0.68%4.17%1.72%-4.96%-9.97%-4.20%18.90%-1.79%3.65%-8.40%9.65%14.53%
2021-3.60%2.94%4.32%-9.97%8.27%-7.63%-7.83%10.95%-1.01%3.99%-1.63%-7.42%-10.63%
20200.73%1.53%-28.19%-2.89%12.96%24.07%-1.40%3.73%-18.24%4.84%10.11%2.51%-1.07%
20195.02%3.65%-3.67%0.81%-11.01%-1.25%2.40%-1.70%-0.96%-1.36%0.59%15.60%6.21%
2018-0.70%0.84%0.59%-0.28%2.17%-1.06%-5.98%-1.48%-0.71%-7.20%6.88%-4.96%-11.96%
2017-3.31%5.41%2.99%4.80%9.04%-1.64%-0.91%3.54%-0.25%6.95%-2.10%-1.91%24.00%
20161.39%4.12%-5.36%2.86%3.05%0.15%-1.23%6.50%12.59%-0.13%0.32%2.17%28.59%
20152.95%0.06%-2.10%2.14%-6.51%-3.51%3.48%-4.10%10.13%-6.00%-3.05%2.87%-4.80%
2014-0.62%-0.81%0.60%2.28%0.29%2.03%-3.60%4.96%1.82%2.65%0.32%5.54%16.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OFED is 11, meaning it’s performing worse than 89% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OFED is 1111
Overall Rank
The Sharpe Ratio Rank of OFED is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of OFED is 1010
Sortino Ratio Rank
The Omega Ratio Rank of OFED is 1111
Omega Ratio Rank
The Calmar Ratio Rank of OFED is 88
Calmar Ratio Rank
The Martin Ratio Rank of OFED is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Oconee Federal Financial Corp. (OFED) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OFED, currently valued at -0.78, compared to the broader market-2.000.002.00-0.781.74
The chart of Sortino ratio for OFED, currently valued at -1.06, compared to the broader market-4.00-2.000.002.004.006.00-1.062.36
The chart of Omega ratio for OFED, currently valued at 0.87, compared to the broader market0.501.001.502.000.871.32
The chart of Calmar ratio for OFED, currently valued at -0.71, compared to the broader market0.002.004.006.00-0.712.62
The chart of Martin ratio for OFED, currently valued at -1.08, compared to the broader market-10.000.0010.0020.0030.00-1.0810.69
OFED
^GSPC

The current Oconee Federal Financial Corp. Sharpe ratio is -0.78. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Oconee Federal Financial Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.78
1.74
OFED (Oconee Federal Financial Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Oconee Federal Financial Corp. provided a 3.14% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The company has been increasing its dividends for 13 consecutive years.


1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40

Dividend yield

3.14%3.15%3.02%1.60%1.80%1.58%1.54%1.61%1.39%1.70%2.14%2.00%

Monthly Dividends

The table displays the monthly dividend distributions for Oconee Federal Financial Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.10$0.10
2024$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2022$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2021$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2020$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2019$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2018$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2017$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2016$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2015$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2014$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%3.1%
Oconee Federal Financial Corp. has a dividend yield of 3.14%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%95.2%
Oconee Federal Financial Corp. has a payout ratio of 95.24%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-51.34%
0
OFED (Oconee Federal Financial Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Oconee Federal Financial Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oconee Federal Financial Corp. was 61.80%, occurring on Nov 28, 2023. The portfolio has not yet recovered.

The current Oconee Federal Financial Corp. drawdown is 51.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.8%Dec 19, 20171076Nov 28, 2023
-18.21%Jun 19, 201523Sep 10, 201571Jun 15, 201694
-17.38%Feb 17, 201179Aug 19, 201181Jun 29, 2012160
-15.02%Nov 5, 201212Dec 18, 201286Aug 6, 201398
-13.43%Oct 13, 20169Nov 10, 201634Mar 7, 201743

Volatility

Volatility Chart

The current Oconee Federal Financial Corp. volatility is 9.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
9.71%
3.07%
OFED (Oconee Federal Financial Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Oconee Federal Financial Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Oconee Federal Financial Corp. compared to its peers in the Banks - Regional industry.


PE Ratio
20.040.060.080.0100.0120.030.4
The chart displays the price to earnings (P/E) ratio for OFED in comparison to other companies of the Banks - Regional industry. Currently, OFED has a PE value of 30.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-5.00.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for OFED in comparison to other companies of the Banks - Regional industry. Currently, OFED has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Oconee Federal Financial Corp..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab