OFS Credit (OCCIM) Total Return Calculator
$10,000 since Oct 2024, with and without reinvesting · data through Oct 2026
Since Oct 2024, $10,000 became $11,643 reinvested (7.9% a year), or $11,531 taking the dividends as cash, $1,587 of it paid out along the way.
OCCIM became
$11,643
S&P 500: $13,597
Return a year
7.9%
S&P 500: 16.6%
Payouts reinvested
$1,714
bought more shares
Worst drop
-1.3%
S&P 500: -7.6%
$10,000, Oct 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | OCCIM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.2% | $744 | +11.7% |
| 2025 | +9.4% | $837 | +17.7% |
| 2024 (part) | +1.2% | $134 | +3.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: OCCIM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in OFS Credit (OCCIM) at the end of Oct 2024, with dividends reinvested, was worth $11,643 at the end of Oct 2026: 7.9% a year, against $13,597 (16.6% a year) in the S&P 500.
- Taking OCCIM's dividends as cash instead of reinvesting them, the same $10,000 ended at $11,531, including $1,587 of cash received; reinvesting added $112.
- OCCIM's best calendar year in that time was 2025 (9.4%) and its worst 2025 (9.4%), with dividends reinvested.
Cite this page
SmarterDividends, "OFS Credit (OCCIM) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/OCCIM/total-return
OCCIM total return questions
What is OCCIM's total return since Oct 2024?
16% in total, or 7.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 1%.
How much of OCCIM's return came from dividends?
About 100% of its yearly return since Oct 2024. Reinvesting them, rather than taking cash, left you $112 better off on a $10,000 start.
What was OCCIM's worst year?
2025, at 9.4% with dividends reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -1.3%.
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.