PortfoliosLab logoPortfoliosLab logo
OFS vs. COHN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

OFS vs. COHN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OFS Capital Corporation (OFS) and Cohen & Company Inc. (COHN). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

OFS vs. COHN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OFS
OFS Capital Corporation
-21.14%-31.59%-20.19%29.93%3.28%66.92%-25.16%17.95%-0.24%-4.40%
COHN
Cohen & Company Inc.
-27.76%149.46%73.42%-9.69%-36.73%-6.90%313.54%-50.28%13.71%-25.78%

Fundamentals

EPS

OFS:

-$2.92

COHN:

$5.97

PS Ratio

OFS:

1.22

COHN:

0.22

Total Revenue (TTM)

OFS:

$39.05M

COHN:

$275.56M

Gross Profit (TTM)

OFS:

$1.91M

COHN:

$98.05M

EBITDA (TTM)

OFS:

-$9.45M

COHN:

$21.83M

Returns By Period

In the year-to-date period, OFS achieves a -21.14% return, which is significantly higher than COHN's -27.76% return. Over the past 10 years, OFS has underperformed COHN with an annualized return of -0.73%, while COHN has yielded a comparatively higher 14.71% annualized return.


OFS

1D
10.94%
1M
-10.62%
YTD
-21.14%
6M
-49.49%
1Y
-54.79%
3Y*
-18.86%
5Y*
-5.37%
10Y*
-0.73%

COHN

1D
-2.71%
1M
10.26%
YTD
-27.76%
6M
54.36%
1Y
121.97%
3Y*
49.44%
5Y*
0.73%
10Y*
14.71%
*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.


Return for Risk

OFS vs. COHN — Risk / Return Rank

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

OFS
OFS Risk / Return Rank: 55
Overall Rank
OFS Sharpe Ratio Rank: 11
Sharpe Ratio Rank
OFS Sortino Ratio Rank: 22
Sortino Ratio Rank
OFS Omega Ratio Rank: 22
Omega Ratio Rank
OFS Calmar Ratio Rank: 1212
Calmar Ratio Rank
OFS Martin Ratio Rank: 55
Martin Ratio Rank

COHN
COHN Risk / Return Rank: 8181
Overall Rank
COHN Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
COHN Sortino Ratio Rank: 8282
Sortino Ratio Rank
COHN Omega Ratio Rank: 8484
Omega Ratio Rank
COHN Calmar Ratio Rank: 7878
Calmar Ratio Rank
COHN Martin Ratio Rank: 7777
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.

OFS vs. COHN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Cohen & Company Inc. (COHN). 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.


OFSCOHNDifference

Sharpe ratio

Return per unit of total volatility

-1.26

1.43

-2.69

Sortino ratio

Return per unit of downside risk

-2.07

2.21

-4.28

Omega ratio

Gain probability vs. loss probability

0.73

1.32

-0.59

Calmar ratio

Return relative to maximum drawdown

-0.82

2.11

-2.93

Martin ratio

Return relative to average drawdown

-1.69

5.01

-6.71

OFS vs. COHN - Sharpe Ratio Comparison

The current OFS Sharpe Ratio is -1.26, which is lower than the COHN Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of OFS and COHN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


OFSCOHNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.26

1.43

-2.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

0.01

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.02

0.15

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

-0.13

+0.17

Correlation

The correlation between OFS and COHN is 0.05, 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

OFS vs. COHN - Dividend Comparison

OFS's dividend yield for the trailing twelve months is around 28.73%, more than COHN's 24.52% yield.


TTM20252024202320222021202020192018201720162015
OFS
OFS Capital Corporation
28.73%25.00%16.85%11.45%11.43%8.35%12.03%12.18%12.83%11.43%9.88%11.85%
COHN
Cohen & Company Inc.
24.52%4.24%9.66%15.04%20.98%3.38%0.00%10.13%9.49%12.47%6.72%6.98%

Drawdowns

OFS vs. COHN - Drawdown Comparison

The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum COHN drawdown of -99.34%. Use the drawdown chart below to compare losses from any high point for OFS and COHN.


Loading graphics...

Drawdown Indicators


OFSCOHNDifference

Max Drawdown

Largest peak-to-trough decline

-69.09%

-99.34%

+30.25%

Max Drawdown (1Y)

Largest decline over 1 year

-65.06%

-53.90%

-11.16%

Max Drawdown (5Y)

Largest decline over 5 years

-66.97%

-88.38%

+21.41%

Max Drawdown (10Y)

Largest decline over 10 years

-69.09%

-89.96%

+20.87%

Current Drawdown

Current decline from peak

-58.12%

-93.90%

+35.78%

Average Drawdown

Average peak-to-trough decline

-13.72%

-82.79%

+69.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.49%

22.67%

+8.82%

Volatility

OFS vs. COHN - Volatility Comparison

The current volatility for OFS Capital Corporation (OFS) is 21.93%, while Cohen & Company Inc. (COHN) has a volatility of 39.50%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than COHN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


OFSCOHNDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.93%

39.50%

-17.57%

Volatility (6M)

Calculated over the trailing 6-month period

40.39%

79.43%

-39.04%

Volatility (1Y)

Calculated over the trailing 1-year period

43.82%

85.94%

-42.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.40%

72.46%

-40.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.63%

96.80%

-57.17%

Financials

OFS vs. COHN - Financials Comparison

This section allows you to compare key financial metrics between OFS Capital Corporation and Cohen & Company Inc.. 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


0.0020.00M40.00M60.00M80.00M100.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
12.37M
102.74M
(OFS) Total Revenue
(COHN) Total Revenue
Values in USD except per share items