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OCCI vs. QQQX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OCCI vs. QQQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OFS Credit Company, Inc. (OCCI) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). The values are adjusted to include any dividend payments, if applicable.

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OCCI vs. QQQX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
OCCI
OFS Credit Company, Inc.
-34.07%-14.38%31.45%-1.33%-25.82%24.37%0.01%12.04%-16.55%
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
-0.51%14.87%25.61%21.68%-27.39%25.32%15.75%28.83%-13.52%

Fundamentals

Market Cap

OCCI:

$84.10M

QQQX:

$1.39B

EPS

OCCI:

-$1.31

QQQX:

$7.57

PS Ratio

OCCI:

1.85

QQQX:

8.63

PB Ratio

OCCI:

0.66

QQQX:

1.01

Total Revenue (TTM)

OCCI:

$43.63M

QQQX:

$160.60M

Gross Profit (TTM)

OCCI:

$26.17M

QQQX:

$152.14M

EBITDA (TTM)

OCCI:

-$26.45M

QQQX:

$369.75M

Returns By Period

In the year-to-date period, OCCI achieves a -34.07% return, which is significantly lower than QQQX's -0.51% return.


OCCI

1D
3.11%
1M
0.78%
YTD
-34.07%
6M
-37.68%
1Y
-40.29%
3Y*
-15.13%
5Y*
-11.40%
10Y*

QQQX

1D
4.05%
1M
1.77%
YTD
-0.51%
6M
4.98%
1Y
26.55%
3Y*
13.53%
5Y*
8.16%
10Y*
11.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

OCCI vs. QQQX — Risk / Return Rank

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

OCCI
OCCI Risk / Return Rank: 66
Overall Rank
OCCI Sharpe Ratio Rank: 33
Sharpe Ratio Rank
OCCI Sortino Ratio Rank: 55
Sortino Ratio Rank
OCCI Omega Ratio Rank: 55
Omega Ratio Rank
OCCI Calmar Ratio Rank: 1414
Calmar Ratio Rank
OCCI Martin Ratio Rank: 33
Martin Ratio Rank

QQQX
QQQX Risk / Return Rank: 7878
Overall Rank
QQQX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
QQQX Sortino Ratio Rank: 7373
Sortino Ratio Rank
QQQX Omega Ratio Rank: 7575
Omega Ratio Rank
QQQX Calmar Ratio Rank: 8484
Calmar Ratio Rank
QQQX Martin Ratio Rank: 9191
Martin Ratio Rank
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.

OCCI vs. QQQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OFS Credit Company, Inc. (OCCI) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). 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.


OCCIQQQXDifference

Sharpe ratio

Return per unit of total volatility

-1.06

1.26

-2.33

Sortino ratio

Return per unit of downside risk

-1.49

1.87

-3.35

Omega ratio

Gain probability vs. loss probability

0.80

1.29

-0.49

Calmar ratio

Return relative to maximum drawdown

-0.75

2.10

-2.85

Martin ratio

Return relative to average drawdown

-1.84

10.38

-12.22

OCCI vs. QQQX - Sharpe Ratio Comparison

The current OCCI Sharpe Ratio is -1.06, which is lower than the QQQX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of OCCI and QQQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


OCCIQQQXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.06

1.26

-2.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.39

0.41

-0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.14

0.46

-0.60

Correlation

The correlation between OCCI and QQQX is 0.24, 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

OCCI vs. QQQX - Dividend Comparison

OCCI's dividend yield for the trailing twelve months is around 44.13%, more than QQQX's 8.27% yield.


TTM20252024202320222021202020192018201720162015
OCCI
OFS Credit Company, Inc.
44.13%28.51%18.14%28.64%27.09%16.28%18.04%13.21%2.93%0.00%0.00%0.00%
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
8.27%7.85%6.73%7.26%9.66%5.85%6.00%6.49%8.40%5.95%7.54%7.23%

Drawdowns

OCCI vs. QQQX - Drawdown Comparison

The maximum OCCI drawdown since its inception was -66.45%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for OCCI and QQQX.


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Drawdown Indicators


OCCIQQQXDifference

Max Drawdown

Largest peak-to-trough decline

-66.45%

-57.25%

-9.20%

Max Drawdown (1Y)

Largest decline over 1 year

-49.96%

-12.93%

-37.03%

Max Drawdown (5Y)

Largest decline over 5 years

-54.12%

-29.33%

-24.79%

Max Drawdown (10Y)

Largest decline over 10 years

-35.96%

Current Drawdown

Current decline from peak

-51.59%

-0.86%

-50.73%

Average Drawdown

Average peak-to-trough decline

-20.15%

-8.09%

-12.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.43%

2.61%

+17.82%

Volatility

OCCI vs. QQQX - Volatility Comparison

OFS Credit Company, Inc. (OCCI) has a higher volatility of 16.10% compared to Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) at 8.15%. This indicates that OCCI's price experiences larger fluctuations and is considered to be riskier than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OCCIQQQXDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.10%

8.15%

+7.95%

Volatility (6M)

Calculated over the trailing 6-month period

30.69%

11.99%

+18.70%

Volatility (1Y)

Calculated over the trailing 1-year period

38.25%

21.13%

+17.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.30%

19.80%

+9.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.29%

21.05%

+20.24%