MRCC vs. OFS
Compare and contrast key facts about Monroe Capital Corporation (MRCC) and OFS Capital Corporation (OFS).
Performance
MRCC vs. OFS - Performance Comparison
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MRCC vs. OFS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | -26.35% | -14.59% | 36.74% | -5.68% | -15.37% | 53.23% | -15.17% | 27.79% | -22.10% | -1.64% |
OFS OFS Capital Corporation | -21.14% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
Fundamentals
MRCC:
$99.66M
OFS:
$47.56M
MRCC:
$0.53
OFS:
-$2.92
MRCC:
3.21
OFS:
1.22
MRCC:
0.60
OFS:
0.39
MRCC:
$31.01M
OFS:
$39.05M
MRCC:
$1.44M
OFS:
$1.91M
MRCC:
-$2.33M
OFS:
-$9.45M
Returns By Period
In the year-to-date period, MRCC achieves a -26.35% return, which is significantly lower than OFS's -21.14% return. Over the past 10 years, MRCC has outperformed OFS with an annualized return of 0.81%, while OFS has yielded a comparatively lower -0.73% annualized return.
MRCC
- 1D
- 3.14%
- 1M
- -20.08%
- YTD
- -26.35%
- 6M
- -31.27%
- 1Y
- -33.58%
- 3Y*
- -4.28%
- 5Y*
- -4.31%
- 10Y*
- 0.81%
OFS
- 1D
- 10.94%
- 1M
- -10.62%
- YTD
- -21.14%
- 6M
- -49.49%
- 1Y
- -54.79%
- 3Y*
- -18.86%
- 5Y*
- -5.37%
- 10Y*
- -0.73%
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Return for Risk
MRCC vs. OFS — Risk / Return Rank
MRCC
OFS
MRCC vs. OFS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) 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.
| MRCC | OFS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.85 | -1.26 | +0.41 |
Sortino ratioReturn per unit of downside risk | -1.09 | -2.07 | +0.98 |
Omega ratioGain probability vs. loss probability | 0.84 | 0.73 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.78 | -0.82 | +0.04 |
Martin ratioReturn relative to average drawdown | -2.11 | -1.69 | -0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MRCC | OFS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.85 | -1.26 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | -0.17 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | -0.02 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.04 | +0.03 |
Correlation
The correlation between MRCC and OFS is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MRCC vs. OFS - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 16.74%, less than OFS's 28.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 16.74% | 14.60% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% |
OFS OFS Capital Corporation | 28.73% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
Drawdowns
MRCC vs. OFS - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum OFS drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for MRCC and OFS.
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Drawdown Indicators
| MRCC | OFS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.63% | -69.09% | +11.46% |
Max Drawdown (1Y)Largest decline over 1 year | -42.08% | -65.06% | +22.98% |
Max Drawdown (5Y)Largest decline over 5 years | -45.80% | -66.97% | +21.17% |
Max Drawdown (10Y)Largest decline over 10 years | -57.63% | -69.09% | +11.46% |
Current DrawdownCurrent decline from peak | -39.31% | -58.12% | +18.81% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -13.72% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.51% | 31.49% | -15.98% |
Volatility
MRCC vs. OFS - Volatility Comparison
Monroe Capital Corporation (MRCC) has a higher volatility of 29.54% compared to OFS Capital Corporation (OFS) at 21.93%. This indicates that MRCC's price experiences larger fluctuations and is considered to be riskier 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
| MRCC | OFS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.54% | 21.93% | +7.61% |
Volatility (6M)Calculated over the trailing 6-month period | 34.32% | 40.39% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.56% | 43.82% | -4.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.98% | 32.40% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.29% | 39.63% | -6.34% |
Financials
MRCC vs. OFS - Financials Comparison
This section allows you to compare key financial metrics between Monroe Capital Corporation 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