OFS vs. FMS
Compare and contrast key facts about OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS).
Performance
OFS vs. FMS - Performance Comparison
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OFS vs. FMS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | -21.14% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
FMS Fresenius Medical Care AG & Co. KGaA | -5.29% | 8.11% | 11.86% | 30.88% | -48.42% | -20.28% | 14.76% | 15.62% | -37.60% | 25.49% |
Fundamentals
OFS:
$47.56M
FMS:
$12.90B
OFS:
-$2.92
FMS:
$1.68
OFS:
1.22
FMS:
0.67
OFS:
0.39
FMS:
0.90
OFS:
$39.05M
FMS:
$19.63B
OFS:
$1.91M
FMS:
$5.03B
OFS:
-$9.45M
FMS:
$3.34B
Returns By Period
In the year-to-date period, OFS achieves a -21.14% return, which is significantly lower than FMS's -5.29% return. Over the past 10 years, OFS has outperformed FMS with an annualized return of -0.73%, while FMS has yielded a comparatively lower -4.68% 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%
FMS
- 1D
- 1.58%
- 1M
- -3.84%
- YTD
- -5.29%
- 6M
- -14.32%
- 1Y
- -6.90%
- 3Y*
- 4.83%
- 5Y*
- -6.94%
- 10Y*
- -4.68%
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Return for Risk
OFS vs. FMS — Risk / Return Rank
OFS
FMS
OFS vs. FMS - Risk-Adjusted Trends Comparison
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.
| OFS | FMS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.26 | -0.24 | -1.02 |
Sortino ratioReturn per unit of downside risk | -2.07 | -0.13 | -1.95 |
Omega ratioGain probability vs. loss probability | 0.73 | 0.98 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.23 | -0.59 |
Martin ratioReturn relative to average drawdown | -1.69 | -0.41 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OFS | FMS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.26 | -0.24 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.22 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | -0.16 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.12 | -0.08 |
Correlation
The correlation between OFS and FMS is 0.13, 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. FMS - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 28.73%, more than FMS's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FMS Fresenius Medical Care AG & Co. KGaA | 3.49% | 3.30% | 2.80% | 2.97% | 4.34% | 2.57% | 1.72% | 1.78% | 1.95% | 0.70% | 0.74% | 0.71% |
Drawdowns
OFS vs. FMS - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum FMS drawdown of -77.59%. Use the drawdown chart below to compare losses from any high point for OFS and FMS.
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Drawdown Indicators
| OFS | FMS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -77.59% | +8.50% |
Max Drawdown (1Y)Largest decline over 1 year | -65.06% | -28.42% | -36.64% |
Max Drawdown (5Y)Largest decline over 5 years | -66.97% | -68.85% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -69.09% | -75.61% | +6.52% |
Current DrawdownCurrent decline from peak | -58.12% | -53.37% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -13.72% | -23.61% | +9.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.49% | 15.54% | +15.95% |
Volatility
OFS vs. FMS - Volatility Comparison
OFS Capital Corporation (OFS) has a higher volatility of 21.93% compared to Fresenius Medical Care AG & Co. KGaA (FMS) at 6.26%. This indicates that OFS's price experiences larger fluctuations and is considered to be riskier than FMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFS | FMS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.93% | 6.26% | +15.67% |
Volatility (6M)Calculated over the trailing 6-month period | 40.39% | 20.89% | +19.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.82% | 29.29% | +14.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.40% | 31.41% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.63% | 29.01% | +10.62% |
Financials
OFS vs. FMS - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities