OCCI vs. VOC
OCCI (OFS Credit Company, Inc.) and VOC (VOC Energy Trust) are both stocks. OCCI operates in Asset Management (Financial Services), while VOC operates in Oil & Gas E&P (Energy). Over the past 5 years, OCCI returned -11.88%/yr vs 1.67%/yr for VOC. At a 0.08 correlation, their price movements are largely independent.
Performance
OCCI vs. VOC - Performance Comparison
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Returns By Period
In the year-to-date period, OCCI achieves a -35.97% return, which is significantly lower than VOC's 4.73% return.
OCCI
- 1D
- 0.79%
- 1M
- -14.14%
- YTD
- -35.97%
- 6M
- -35.57%
- 1Y
- -41.73%
- 3Y*
- -15.10%
- 5Y*
- -11.88%
- 10Y*
- —
VOC
- 1D
- -1.48%
- 1M
- -14.70%
- YTD
- 4.73%
- 6M
- 0.63%
- 1Y
- 6.58%
- 3Y*
- -20.96%
- 5Y*
- 1.67%
- 10Y*
- 10.63%
OCCI vs. VOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OCCI OFS Credit Company, Inc. | -35.97% | -14.38% | 31.45% | -1.33% | -25.82% | 24.37% | 0.01% | 12.04% | -17.65% |
VOC VOC Energy Trust | 4.73% | -35.74% | -24.87% | -23.37% | 161.55% | 138.08% | -47.61% | 45.58% | -32.30% |
Correlation
The correlation between OCCI and VOC is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2018 | 0.08 |
Fundamentals
OCCI:
-$1.24
VOC:
$0.47
OCCI:
2.04
VOC:
5.07
OCCI:
$35.10M
VOC:
$6.72M
OCCI:
$15.41M
VOC:
$6.67M
OCCI:
-$28.24M
VOC:
$5.95M
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Return for Risk
OCCI vs. VOC — Risk / Return Rank
OCCI
VOC
OCCI vs. VOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Credit Company, Inc. (OCCI) and VOC Energy Trust (VOC). 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.
| OCCI | VOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.06 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 0.26 | -1.13 |
| Martin ratioReturn relative to average drawdown | -1.59 | 0.57 | -2.16 |
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Drawdowns
OCCI vs. VOC - Drawdown Comparison
The maximum OCCI drawdown since its inception was -66.45%, smaller than the maximum VOC drawdown of -87.00%. Use the drawdown chart below to compare losses from any high point for OCCI and VOC.
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Drawdown Indicators
| OCCI | VOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.45% | -87.00% | +20.55% |
Max Drawdown (1Y)Largest decline over 1 year | -48.46% | -25.24% | -23.22% |
Max Drawdown (3Y)Largest decline over 3 years | -51.18% | -71.12% | +19.94% |
Max Drawdown (5Y)Largest decline over 5 years | -51.34% | -75.56% | +24.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -78.42% | — |
Current DrawdownCurrent decline from peak | -52.98% | -69.31% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -20.98% | -48.07% | +27.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.31% | 11.52% | +14.79% |
Volatility
OCCI vs. VOC - Volatility Comparison
OFS Credit Company, Inc. (OCCI) and VOC Energy Trust (VOC) have volatilities of 10.56% and 10.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCCI | VOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.56% | 10.47% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 31.89% | 31.99% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.68% | 40.60% | -2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.05% | 48.67% | -18.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.18% | 54.24% | -13.06% |
Dividends
OCCI vs. VOC - Dividend Comparison
OCCI's dividend yield for the trailing twelve months is around 52.68%, more than VOC's 15.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCCI OFS Credit Company, Inc. | 52.68% | 28.51% | 18.14% | 28.64% | 27.09% | 16.28% | 18.04% | 13.21% | 2.93% | 0.00% | 0.00% | 0.00% |
VOC VOC Energy Trust | 15.17% | 16.11% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% |
Financials
OCCI vs. VOC - Financials Comparison
This section allows you to compare key financial metrics between OFS Credit Company, Inc. and VOC Energy Trust. 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
OCCI and VOC have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OCCI has higher volatility (10.56%) compared to VOC (10.47%). In terms of maximum drawdown, OCCI dropped -66.45% vs VOC's -87.00%.
VOC currently has the higher Sharpe Ratio (0.16 vs -1.11), 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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