OCI.L vs. WSML.L
OCI.L (Oakley Capital Investments Limited) is a stock, while WSML.L (iShares MSCI World Small Cap UCITS ETF USD (Acc)) is Global Equities fund tracking the MSCI World Small Cap Index. Over the past 5 years, OCI.L returned 8.35%/yr vs 8.23%/yr for WSML.L. At a 0.16 correlation, their price movements are largely independent.
Performance
OCI.L vs. WSML.L - Performance Comparison
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Different Trading Currencies
OCI.L is traded in GBp, while WSML.L is traded in USD. To make them comparable, the WSML.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, OCI.L achieves a -11.23% return, which is significantly lower than WSML.L's 14.74% return.
OCI.L
- 1D
- -0.78%
- 1M
- 3.69%
- 6M
- -9.32%
- YTD
- -11.23%
- 1Y
- -4.35%
- 3Y*
- 5.05%
- 5Y*
- 8.35%
- 10Y*
- 16.21%
- ALL TIME*
- 9.67%
WSML.L
- 1D
- 1.08%
- 1M
- -1.97%
- 6M
- 8.72%
- YTD
- 14.74%
- 1Y
- 25.55%
- 3Y*
- 13.71%
- 5Y*
- 8.23%
- 10Y*
- —
- ALL TIME*
- 9.81%
OCI.L vs. WSML.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OCI.L Oakley Capital Investments Limited | -11.23% | 14.79% | 1.98% | 18.94% | 1.37% | 48.12% | 9.34% | 57.05% | 4.16% |
WSML.L iShares MSCI World Small Cap UCITS ETF USD (Acc) | 14.74% | 11.40% | 9.25% | 11.26% | -8.94% | 16.32% | 13.07% | 19.62% | -2.19% |
Correlation
The correlation between OCI.L and WSML.L is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.16 |
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Return for Risk
OCI.L vs. WSML.L — Risk / Return Rank
OCI.L
WSML.L
OCI.L vs. WSML.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakley Capital Investments Limited (OCI.L) and iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.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.
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.
| OCI.L | WSML.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.67 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.32 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 3.22 | -3.40 |
| Martin ratioReturn relative to average drawdown | -0.44 | 11.42 | -11.85 |
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Drawdowns
OCI.L vs. WSML.L - Drawdown Comparison
The maximum OCI.L drawdown since its inception was -45.89%, which is greater than WSML.L's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for OCI.L and WSML.L.
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Drawdown Indicators
| OCI.L | WSML.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.89% | -33.63% | -12.26% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | -7.90% | -15.36% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -21.49% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -21.49% | -1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | — | — |
Current DrawdownCurrent decline from peak | -12.15% | -3.02% | -9.13% |
Average DrawdownAverage peak-to-trough decline | -10.25% | -6.35% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 2.23% | +7.73% |
Volatility
OCI.L vs. WSML.L - Volatility Comparison
Oakley Capital Investments Limited (OCI.L) has a higher volatility of 4.73% compared to iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L) at 4.48%. This indicates that OCI.L's price experiences larger fluctuations and is considered to be riskier than WSML.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.L | WSML.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.48% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 11.49% | +8.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 14.47% | +8.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 16.91% | +5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 18.14% | +2.51% |
Dividends
OCI.L vs. WSML.L - Dividend Comparison
Neither OCI.L nor WSML.L has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
OCI.L Oakley Capital Investments Limited | 0.00% | 0.39% | 0.90% | 0.91% | 1.07% | 1.08% | 1.57% | 1.68% | 2.59% | 1.37% |
WSML.L iShares MSCI World Small Cap UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OCI.L and WSML.L have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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