MRCC vs. OFS

Last updated Jun 3, 2026

MRCC (Monroe Capital Corporation) and OFS (OFS Capital Corporation) are both stocks. Both are in the Financial Services sector — MRCC in Mortgage Finance, OFS in Asset Management. At a 0.19 correlation, their price movements are largely independent.

Performance

MRCC vs. OFS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monroe Capital Corporation (MRCC) and OFS Capital Corporation (OFS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MRCC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

OFS

• 1D: 0.29%
• 1M: -10.94%
• YTD: -24.02%
• 6M: -24.71%
• 1Y: -51.75%
• 3Y*: -17.26%
• 5Y*: -7.95%
• 10Y*: -1.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MRCC vs. OFS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MRCC Monroe Capital Corporation	-8.19%	-14.59%	36.74%	-5.68%	-15.37%	53.23%	-15.17%	27.79%	-22.10%	-1.64%
OFS OFS Capital Corporation	-24.02%	-31.59%	-20.19%	29.93%	3.28%	66.92%	-25.16%	17.95%	-0.24%	-4.40%

Correlation

The correlation between MRCC and OFS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.18
Correlation (10Y) Calculated over the trailing 10-year period	0.21
Correlation (All Time) Calculated using the full available price history since Nov 9, 2012	0.19

Fundamentals

Market Cap MRCC : $110.06M OFS : $45.82M
EPS MRCC : $0.53 OFS : -$2.79
PB Ratio MRCC : 0.66 OFS : 0.42
Total Revenue (TTM) MRCC : $31.01M OFS : -$11.87M
Gross Profit (TTM) MRCC : $1.44M OFS : -$26.47M
EBITDA (TTM) MRCC : -$2.33M OFS : -$33.16M

Return for Risk

MRCC vs. OFS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OFS

OFS Risk / Return Rank: 6
OFS Sharpe Ratio Rank: 3
OFS Sortino Ratio Rank: 4
OFS Omega Ratio Rank: 4
OFS Calmar Ratio Rank: 10
OFS Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MRCC	OFS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-1.09	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.24	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.04	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.03	—

Drawdowns

Drawdown Indicators

	MRCC	OFS	Difference
Max Drawdown Largest peak-to-trough decline	—	-69.09%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-64.17%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-66.97%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-66.97%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-69.09%	—
Current Drawdown Current decline from peak	—	-59.66%	—
Average Drawdown Average peak-to-trough decline	—	-14.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	37.10%	—

Volatility

Volatility by Period

	MRCC	OFS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	40.08%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	47.44%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	33.59%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	40.18%	—

Dividends

MRCC vs. OFS - Dividend Comparison

MRCC's dividend yield for the trailing twelve months is around 26.97%, less than OFS's 29.82% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MRCC Monroe Capital Corporation	26.97%	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	29.82%	25.00%	16.85%	11.45%	11.43%	8.35%	12.03%	12.18%	12.83%	11.43%	9.88%	11.85%

Financials

Frequently Asked Questions

Can I hold both MRCC and OFS in my portfolio?

MRCC and OFS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.