OFS vs. FMS

In the year-to-date period, OFS achieves a -23.63% return, which is significantly lower than FMS's 8.60% return. Over the past 10 years, OFS has outperformed FMS with an annualized return of 8.04%, while FMS has yielded a comparatively lower -3.27% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS). 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 OFS Sharpe Ratio is -0.39, which is lower than the FMS Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of OFS and FMS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OFS's dividend yield for the trailing twelve months is around 16.92%, more than FMS's 2.88% yield.

The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum FMS drawdown of -77.28%. Use the drawdown chart below to compare losses from any high point for OFS and FMS. For additional features, visit the drawdowns tool.

The current volatility for OFS Capital Corporation (OFS) is 2.96%, while Fresenius Medical Care AG & Co. KGaA (FMS) has a volatility of 10.22%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than FMS 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 Capital Corporation and Fresenius Medical Care AG & Co. KGaA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.