OFS vs. MRCC
Compare and contrast key facts about OFS Capital Corporation (OFS) and Monroe Capital Corporation (MRCC).
Performance
OFS vs. MRCC - Performance Comparison
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OFS vs. MRCC - 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% |
MRCC Monroe Capital Corporation | -26.35% | -14.59% | 36.74% | -5.68% | -15.37% | 53.23% | -15.17% | 27.79% | -22.10% | -1.64% |
Fundamentals
OFS:
$47.56M
MRCC:
$99.66M
OFS:
-$2.92
MRCC:
$0.53
OFS:
1.22
MRCC:
3.21
OFS:
0.39
MRCC:
0.60
OFS:
$39.05M
MRCC:
$31.01M
OFS:
$1.91M
MRCC:
$1.44M
OFS:
-$9.45M
MRCC:
-$2.33M
Returns By Period
In the year-to-date period, OFS achieves a -21.14% return, which is significantly higher than MRCC's -26.35% return. Over the past 10 years, OFS has underperformed MRCC with an annualized return of -0.73%, while MRCC has yielded a comparatively higher 0.81% 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%
MRCC
- 1D
- 3.14%
- 1M
- -20.08%
- YTD
- -26.35%
- 6M
- -31.27%
- 1Y
- -33.58%
- 3Y*
- -4.28%
- 5Y*
- -4.31%
- 10Y*
- 0.81%
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Return for Risk
OFS vs. MRCC — Risk / Return Rank
OFS
MRCC
OFS vs. MRCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Monroe Capital Corporation (MRCC). 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 | MRCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.26 | -0.85 | -0.41 |
Sortino ratioReturn per unit of downside risk | -2.07 | -1.09 | -0.98 |
Omega ratioGain probability vs. loss probability | 0.73 | 0.84 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.78 | -0.04 |
Martin ratioReturn relative to average drawdown | -1.69 | -2.11 | +0.42 |
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 | MRCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.26 | -0.85 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.15 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.02 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.07 | -0.03 |
Correlation
The correlation between OFS and MRCC is 0.19, 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. MRCC - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 28.73%, more than MRCC's 16.74% 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% |
MRCC Monroe Capital Corporation | 16.74% | 14.60% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% |
Drawdowns
OFS vs. MRCC - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, which is greater than MRCC's maximum drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for OFS and MRCC.
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Drawdown Indicators
| OFS | MRCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -57.63% | -11.46% |
Max Drawdown (1Y)Largest decline over 1 year | -65.06% | -42.08% | -22.98% |
Max Drawdown (5Y)Largest decline over 5 years | -66.97% | -45.80% | -21.17% |
Max Drawdown (10Y)Largest decline over 10 years | -69.09% | -57.63% | -11.46% |
Current DrawdownCurrent decline from peak | -58.12% | -39.31% | -18.81% |
Average DrawdownAverage peak-to-trough decline | -13.72% | -11.07% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.49% | 15.51% | +15.98% |
Volatility
OFS vs. MRCC - Volatility Comparison
The current volatility for OFS Capital Corporation (OFS) is 21.93%, while Monroe Capital Corporation (MRCC) has a volatility of 29.54%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than MRCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OFS | MRCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.93% | 29.54% | -7.61% |
Volatility (6M)Calculated over the trailing 6-month period | 40.39% | 34.32% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.82% | 39.56% | +4.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.40% | 27.98% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.63% | 33.29% | +6.34% |
Financials
OFS vs. MRCC - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Monroe 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