CGBD vs. OFS
CGBD (TCG BDC, Inc.) and OFS (OFS Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, CGBD returned 7.28%/yr vs -5.81%/yr for OFS. At a 0.27 correlation, their price movements are largely independent.
Performance
CGBD vs. OFS - Performance Comparison
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Returns By Period
In the year-to-date period, CGBD achieves a -9.69% return, which is significantly higher than OFS's -13.62% return.
CGBD
- 1D
- 1.45%
- 1M
- -0.90%
- 6M
- -11.18%
- YTD
- -9.69%
- 1Y
- -15.25%
- 3Y*
- 0.31%
- 5Y*
- 7.28%
- 10Y*
- —
OFS
- 1D
- 0.27%
- 1M
- 2.59%
- 6M
- -16.77%
- YTD
- -13.62%
- 1Y
- -48.51%
- 3Y*
- -16.42%
- 5Y*
- -5.81%
- 10Y*
- -0.58%
CGBD vs. OFS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | -9.69% | -21.53% | 33.53% | 18.01% | 17.70% | 49.48% | -8.34% | 21.62% | -31.01% | 20.23% |
OFS OFS Capital Corporation | -13.62% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -9.47% |
Correlation
The correlation between CGBD and OFS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 14, 2017 | 0.27 |
Fundamentals
CGBD:
$731.80M
OFS:
$49.84M
CGBD:
$1.15
OFS:
-$2.79
CGBD:
$226.59M
OFS:
-$11.87M
CGBD:
$123.55M
OFS:
-$26.47M
CGBD:
$85.61M
OFS:
-$33.16M
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Return for Risk
CGBD vs. OFS — Risk / Return Rank
CGBD
OFS
CGBD vs. OFS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) and OFS Capital Corporation (OFS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CGBD | OFS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.82 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | -0.74 | -0.01 |
| Martin ratioReturn relative to average drawdown | -1.37 | -1.17 | -0.20 |
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Drawdowns
CGBD vs. OFS - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.09%, roughly equal to the maximum OFS drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for CGBD and OFS.
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Drawdown Indicators
| CGBD | OFS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.09% | -69.09% | -2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -64.17% | +44.45% |
Max Drawdown (3Y)Largest decline over 3 years | -35.06% | -66.97% | +31.91% |
Max Drawdown (5Y)Largest decline over 5 years | -35.06% | -66.97% | +31.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.09% | — |
Current DrawdownCurrent decline from peak | -31.53% | -54.14% | +22.61% |
Average DrawdownAverage peak-to-trough decline | -12.67% | -14.63% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.90% | 40.79% | -29.89% |
Volatility
CGBD vs. OFS - Volatility Comparison
The current volatility for TCG BDC, Inc. (CGBD) is 7.44%, while OFS Capital Corporation (OFS) has a volatility of 16.29%. This indicates that CGBD experiences smaller price fluctuations and is considered to be less risky than OFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGBD | OFS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 16.29% | -8.85% |
Volatility (6M)Calculated over the trailing 6-month period | 18.24% | 41.27% | -23.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 50.01% | -27.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.77% | 34.40% | -12.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.64% | 40.46% | -5.82% |
Dividends
CGBD vs. OFS - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 14.72%, less than OFS's 22.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 14.72% | 13.21% | 10.43% | 11.76% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.09% | 0.00% | 0.00% |
OFS OFS Capital Corporation | 22.85% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
Financials
CGBD vs. OFS - Financials Comparison
This section allows you to compare key financial metrics between TCG BDC, Inc. and OFS Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CGBD and OFS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OFS has higher volatility (16.29%) compared to CGBD (7.44%). In terms of maximum drawdown, CGBD dropped -71.09% vs OFS's -69.09%.
CGBD currently has the higher Sharpe Ratio (-0.66 vs -0.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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