OFS Credit (OCCI) Total Return Calculator
$10,000 since Oct 2018, with and without reinvesting · data through Oct 2026
Since Oct 2018, $10,000 became $3,711 reinvested (-11.7% a year), or $8,067 taking the dividends as cash, $7,247 of it paid out along the way.
OCCI became
$3,711
S&P 500: $31,477
Return a year
-11.7%
S&P 500: 15.4%
Payouts reinvested
$13,733
bought more shares
Worst drop
-68.2%
S&P 500: -23.9%
$10,000, Oct 2018 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | OCCI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −61.2% | $1,199 | +11.7% |
| 2025 | −14.3% | $2,366 | +17.7% |
| 2024 | +31.5% | $1,840 | +24.9% |
| 2023 | −1.4% | $2,039 | +26.2% |
| 2022 | −25.8% | $1,815 | −18.2% |
| 2021 | +24.3% | $1,742 | +28.7% |
| 2020 | +0.0% | $1,367 | +18.3% |
| 2019 | +12.2% | $1,162 | +31.2% |
| 2018 (part) | −16.9% | $202 | −7.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: OCCI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in OFS Credit (OCCI) at the end of Oct 2018, with dividends reinvested, was worth $3,711 at the end of Oct 2026: -11.7% a year, against $31,477 (15.4% a year) in the S&P 500.
- Over the 5 years to Oct 2026, OCCI returned -20.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking OCCI's dividends as cash instead of reinvesting them, the same $10,000 ended at $8,067, including $7,247 of cash received; reinvesting added $0.
- OCCI's best calendar year in that time was 2024 (31.5%) and its worst 2022 (-25.8%), with dividends reinvested.
Cite this page
SmarterDividends, "OFS Credit (OCCI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/OCCI/total-return
OCCI total return questions
What is OCCI's total return since Oct 2018?
-63% in total, or -11.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 92%.
What was OCCI's worst year?
2022, at -25.8% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -68.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.