OFS vs. GLAD
OFS (OFS Capital Corporation) and GLAD (Gladstone Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, OFS returned -1.09%/yr vs 12.17%/yr for GLAD. At a 0.24 correlation, their price movements are largely independent.
Performance
OFS vs. GLAD - Performance Comparison
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Returns By Period
In the year-to-date period, OFS achieves a -22.91% return, which is significantly lower than GLAD's -7.00% return. Over the past 10 years, OFS has underperformed GLAD with an annualized return of -1.09%, while GLAD has yielded a comparatively higher 12.17% annualized return.
OFS
- 1D
- -8.79%
- 1M
- 2.36%
- YTD
- -22.91%
- 6M
- -19.35%
- 1Y
- -53.94%
- 3Y*
- -19.16%
- 5Y*
- -8.13%
- 10Y*
- -1.09%
GLAD
- 1D
- -1.23%
- 1M
- -2.59%
- YTD
- -7.00%
- 6M
- -5.72%
- 1Y
- -24.17%
- 3Y*
- 8.76%
- 5Y*
- 4.59%
- 10Y*
- 12.17%
OFS vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | -22.91% | -31.59% | -20.19% | 29.93% | 3.28% | 66.92% | -25.16% | 17.95% | -0.24% | -4.40% |
GLAD Gladstone Capital Corporation | -7.00% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Correlation
The correlation between OFS and GLAD is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.24 |
Fundamentals
OFS:
$44.48M
GLAD:
$523.62M
OFS:
-$2.79
GLAD:
$1.09
OFS:
0.41
GLAD:
1.08
OFS:
-$11.87M
GLAD:
$66.59M
OFS:
-$26.47M
GLAD:
$28.95M
OFS:
-$33.16M
GLAD:
$27.90M
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Return for Risk
OFS vs. GLAD — Risk / Return Rank
OFS
GLAD
OFS vs. GLAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Gladstone Capital Corporation (GLAD). 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.
| OFS | GLAD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.85 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | -0.62 | -0.22 |
| Martin ratioReturn relative to average drawdown | -1.38 | -0.93 | -0.45 |
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Drawdowns
OFS vs. GLAD - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for OFS and GLAD.
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Drawdown Indicators
| OFS | GLAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -74.87% | +5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -64.17% | -39.22% | -24.95% |
Max Drawdown (3Y)Largest decline over 3 years | -66.97% | -39.59% | -27.38% |
Max Drawdown (5Y)Largest decline over 5 years | -66.97% | -39.59% | -27.38% |
Max Drawdown (10Y)Largest decline over 10 years | -69.09% | -58.37% | -10.72% |
Current DrawdownCurrent decline from peak | -59.07% | -31.52% | -27.55% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -18.72% | +4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.03% | 25.91% | +13.12% |
Volatility
OFS vs. GLAD - Volatility Comparison
OFS Capital Corporation (OFS) has a higher volatility of 15.88% compared to Gladstone Capital Corporation (GLAD) at 6.72%. This indicates that OFS's price experiences larger fluctuations and is considered to be riskier than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFS | GLAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.88% | 6.72% | +9.16% |
Volatility (6M)Calculated over the trailing 6-month period | 40.96% | 19.27% | +21.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.52% | 25.72% | +23.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.22% | 23.64% | +10.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.40% | 30.05% | +10.35% |
Dividends
OFS vs. GLAD - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 25.60%, more than GLAD's 9.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 9.72% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
OFS OFS Capital Corporation | 25.60% | 25.00% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 12.83% | 11.43% | 9.88% | 11.85% |
Financials
OFS vs. GLAD - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Gladstone Capital Corporation. 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
Frequently Asked Questions
OFS and GLAD have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OFS has higher volatility (15.88%) compared to GLAD (6.72%). In terms of maximum drawdown, OFS dropped -69.09% vs GLAD's -74.87%.
GLAD currently has the higher Sharpe Ratio (-0.94 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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