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OCI.L vs. ICGT.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

OCI.L vs. ICGT.L

Last updated Apr 2, 2026

Compare and contrast key facts about Oakley Capital Investments Limited (OCI.L) and ICG Enterprise Trust plc (ICGT.L).

Performance

OCI.L vs. ICGT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Oakley Capital Investments Limited (OCI.L) and ICG Enterprise Trust plc (ICGT.L). The values are adjusted to include any dividend payments, if applicable.

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OCI.L vs. ICGT.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
OCI.L
Oakley Capital Investments Limited		-17.19%14.79%2.47%18.94%1.37%48.12%9.34%57.05%8.77%1.52%
ICGT.L
ICG Enterprise Trust plc		-8.86%18.04%8.15%7.00%-3.51%35.50%-0.32%26.02%3.05%21.22%

Fundamentals

EPS

OCI.L:

£0.49

ICGT.L:

£1.57

PE Ratio

OCI.L:

9.60

ICGT.L:

8.59

PS Ratio

OCI.L:

7.20

ICGT.L:

5.64

Total Revenue (TTM)

OCI.L:

£113.98M

ICGT.L:

£152.13M

Gross Profit (TTM)

OCI.L:

£98.90M

ICGT.L:

£122.07M

EBITDA (TTM)

OCI.L:

£96.18M

ICGT.L:

£35.34M

Returns By Period

In the year-to-date period, OCI.L achieves a -17.19% return, which is significantly lower than ICGT.L's -8.86% return. Over the past 10 years, OCI.L has outperformed ICGT.L with an annualized return of 15.11%, while ICGT.L has yielded a comparatively lower 13.15% annualized return.

OCI.L

1D
0.85%
1M
-3.48%
YTD
-17.19%
6M
-15.71%
1Y
-0.42%
3Y*
2.16%
5Y*
10.71%
10Y*
15.11%

ICGT.L

1D
1.81%
1M
-7.67%
YTD
-8.86%
6M
-7.44%
1Y
10.48%
3Y*
13.77%
5Y*
8.75%
10Y*
13.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Oakley Capital Investments Limited

ICG Enterprise Trust plc

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Often compared with ICGT.L:
ICGT.L vs. NBPE.L

Return for Risk

OCI.L vs. ICGT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OCI.L
OCI.L Risk / Return Rank: 3636
Overall Rank
OCI.L Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
OCI.L Sortino Ratio Rank: 3232
Sortino Ratio Rank
OCI.L Omega Ratio Rank: 3232
Omega Ratio Rank
OCI.L Calmar Ratio Rank: 4040
Calmar Ratio Rank
OCI.L Martin Ratio Rank: 3838
Martin Ratio Rank
ICGT.L
ICGT.L Risk / Return Rank: 5454
Overall Rank
ICGT.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
ICGT.L Sortino Ratio Rank: 4949
Sortino Ratio Rank
ICGT.L Omega Ratio Rank: 5050
Omega Ratio Rank
ICGT.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
ICGT.L Martin Ratio Rank: 5858
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.

OCI.L vs. ICGT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oakley Capital Investments Limited (OCI.L) and ICG Enterprise Trust plc (ICGT.L). 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.

OCI.LICGT.LDifference

Sharpe ratio

Return per unit of total volatility

-0.02

0.49

-0.51

Sortino ratio

Return per unit of downside risk

0.12

0.79

-0.67

Omega ratio

Gain probability vs. loss probability

1.02

1.11

-0.10

Calmar ratio

Return relative to maximum drawdown

-0.03

0.60

-0.63

Martin ratio

Return relative to average drawdown

-0.12

1.72

-1.84

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OCI.L vs. ICGT.L - Sharpe Ratio Comparison

The current OCI.L Sharpe Ratio is -0.02, which is lower than the ICGT.L Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of OCI.L and ICGT.L, 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

OCI.LICGT.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

0.49

-0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.35

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.51

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.55

-0.06

Correlation

The correlation between OCI.L and ICGT.L is 0.07, 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

OCI.L vs. ICGT.L - Dividend Comparison

OCI.L has not paid dividends to shareholders, while ICGT.L's dividend yield for the trailing twelve months is around 2.78%.

TTM20252024202320222021202020192018201720162015
OCI.L
Oakley Capital Investments Limited		0.00%0.39%1.35%0.91%1.07%1.08%1.57%1.68%2.59%1.37%2.75%0.00%
ICGT.L
ICG Enterprise Trust plc		2.78%2.49%2.63%2.60%3.21%2.05%2.40%2.23%2.61%2.50%2.36%3.53%

Drawdowns

OCI.L vs. ICGT.L - Drawdown Comparison

The maximum OCI.L drawdown since its inception was -47.95%, smaller than the maximum ICGT.L drawdown of -70.29%. Use the drawdown chart below to compare losses from any high point for OCI.L and ICGT.L.

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Drawdown Indicators

OCI.LICGT.LDifference

Max Drawdown

Largest peak-to-trough decline

-47.95%

-70.29%

+22.34%

Max Drawdown (1Y)

Largest decline over 1 year

-23.26%

-17.13%

-6.13%

Max Drawdown (5Y)

Largest decline over 5 years

-23.26%

-27.04%

+3.78%

Max Drawdown (10Y)

Largest decline over 10 years

-43.37%

-54.44%

+11.07%

Current Drawdown

Current decline from peak

-18.06%

-14.73%

-3.33%

Average Drawdown

Average peak-to-trough decline

-9.72%

-12.86%

+3.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.19%

5.98%

+0.21%

Volatility

OCI.L vs. ICGT.L - Volatility Comparison

Oakley Capital Investments Limited (OCI.L) has a higher volatility of 14.70% compared to ICG Enterprise Trust plc (ICGT.L) at 6.08%. This indicates that OCI.L's price experiences larger fluctuations and is considered to be riskier than ICGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

OCI.LICGT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.70%

6.08%

+8.62%

Volatility (6M)

Calculated over the trailing 6-month period

18.83%

12.13%

+6.70%

Volatility (1Y)

Calculated over the trailing 1-year period

21.13%

21.43%

-0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.02%

25.34%

-3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.58%

25.93%

-5.35%

Financials

OCI.L vs. ICGT.L - Financials Comparison

This section allows you to compare key financial metrics between Oakley Capital Investments Limited and ICG Enterprise Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

-50.00M0.0050.00M100.00M150.00M200.00M20212022202320242025
-6.97M
-5.23M
(OCI.L) Total Revenue
(ICGT.L) Total Revenue
Values in GBp except per share items