OCCI vs. QQQX

In the year-to-date period, OCCI achieves a -5.49% return, which is significantly lower than QQQX's -4.48% return.

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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.

The current OCCI Sharpe Ratio is 0.06, which is lower than the QQQX Sharpe Ratio of 0.65. 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.

OCCI's dividend yield for the trailing twelve months is around 22.01%, more than QQQX's 7.77% yield.

The maximum OCCI drawdown since its inception was -66.45%, which is greater than QQQX's maximum drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for OCCI and QQQX.

OFS Credit Company, Inc. (OCCI) has a higher volatility of 8.23% compared to Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) at 3.72%. 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.

This section allows you to compare key financial metrics between OFS Credit Company, Inc. and Nuveen Nasdaq 100 Dynamic Overwrite Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.