Performance of OCSL Oaktree Specialty Lendi.. | 13% in 12m

Compare OCSL with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Oaktree Specialty Lendi.. with its related Sector/Index XLF

Compare Oaktree Specialty Lendi.. with its related Sector/Index XLF

Performance Duell OCSL vs XLF

TimeFrame OCSL XLF
1 Day -0.59% -0.28%
1 Week 1.36% 2.04%
1 Month -5.90% 4.19%
3 Months 4.35% 12.99%
6 Months 8.63% 17.54%
12 Months 12.99% 13.00%
YTD -1.42% 4.66%
Rel. Perf. 1m -1.08
Rel. Perf. 3m -1.07
Rel. Perf. 6m -0.75
Rel. Perf. 12m 0.05

What is the Fair Value of OCSL?

Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of February 2024 is 20.59. This means that OCSL is currently undervalued and has a potential upside of +2.39% (Margin of Safety).

Is Oaktree Specialty Lendi.. a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty Lendi.. is currently (February 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 0.58 and therefor a neutral outlook.

Is OCSL a buy, sell or hold?

Oaktree Specialty Lendi.. has received a consensus analysts rating of 4.00. Therefor, it is recommend to buy OCSL. The Ratings are as follow, Based on 8 ratings

  • Strong Buy: 3
  • Buy: 2
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0

How much will OCSL be worth in one year?

According to ValueRays Forecast Model, OCSL Oaktree Specialty Lendi.. will be worth about 22.2 in February 2025. The stock is currently trading at 20.11. This means that the stock has a potential upside of +10.59%.
Last Price 20.11 (Upside)
Wallstreet Target Price 20.6 2.6%
Analysts Target Price 21.5 6.9%
ValueRay Target Price 22.2 10.6%
Values above 0%: OCSL is performing better - Values below 0%: OCSL is underperforming

Compare OCSL with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.82% -8.87% -5.30% -13.38%
US NASDAQ 100 QQQ 1.65% -7.36% -9.26% -33.35%
US Dow Jones Industrial 30 DIA 0.45% -7.93% -4.35% -5.73%
German DAX 40 DBXD 0.27% -8.94% -0.58% 3.38%
UK FTSE 100 ISFU -1.96% -9.15% 1.79% 7.79%
Shanghai Shenzhen CSI 300 CSI 300 -2.55% -7.60% 23.70% 34.33%
Hongkong Hang Seng HSI -0.63% -4.02% 24.90% 35.69%
Japan Nikkei 225 EXX7 0.87% -11.25% -10.03% -10.00%
India NIFTY 50 INDA -1.82% -9.87% -9.63% -16.58%
Brasil Bovespa EWZ -3.04% -8.11% -6.80% -13.73%
Bitcoin BTC -3.81% -2.35% -43.56% -84.49%

OCSL Oaktree Specialty Lendi.. vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.68% -11.25% -12.26% -34.00%
Consumer Discretionary XLY 0.70% -7.30% 0.47% -9.91%
Consumer Staples XLP -0.30% -8.68% 5.06% 9.42%
Energy XLE -0.33% -11.66% 10.91% 8.40%
Financial XLF -0.68% -10.09% -8.91% -0.01%
Health Care XLV -0.23% -9.97% -0.88% -0.27%
Industrial XLI -0.14% -10.53% -3.32% -5.97%
Materials XLB -1.51% -9.26% 2.25% 4.43%
Real Estate XLRE -0.50% -4.84% -0.08% 10.83%
Technology XLK 2.47% -6.07% -11.16% -35.18%
Utilities XLU -0.69% -6.24% 9.93% 18.88%
Aerospace & Defense XAR -0.76% -9.78% -4.16% -1.11%
Biotech XBI -2.77% -12.02% -9.24% 1.36%
Homebuilder XHB 0.15% -8.91% -16.71% -37.11%
Retail XRT -0.08% -12.25% -5.71% 3.42%

OCSL Oaktree Specialty Lendi.. vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 1.68% -11.13% 8.85% 4.40%
Natural Gas UNG 6.19% 23.09% 55.65% 61.78%
Gold GLD -0.23% -5.66% 2.00% 3.11%
Silver SLV -2.95% -7.84% 9.99% 8.01%
Copper CPER -2.84% -7.72% 4.56% 18.90%

Returns of OCSL vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.83% -4.89% 6.34% 17.24%
iShares High Yield Corp. Bond HYG 0.71% -6.27% 1.44% 1.57%

Why you should compare the Total Return of Oaktree Specialty Lendi..?

Total Returns are not just stock price changes but also Dividends and other income sources, offering a better overview of investment outcomes.
ValueRay compares the Total Return of Oaktree Specialty Lendi.. (last price 20.11) with its related Sector/Index XLF (Financial Sector SPDR Fund). Its a Technical Analysis that provides investors with a comprehensive perspective on the company's performance. This comparison allows investors to assess how OCSL Oaktree Specialty Lendi.. returns stack up against the performance of its broader sector, the XLF. This analysis assists investors in making well-informed decisions about their investments. It provides insights into whether Oaktree Specialty Lendi.. is outperforming or underperforming its sector in terms of Total Returns.

Does Oaktree Specialty Lendi.. outperforms the market?

No, over the last 12 months Oaktree Specialty Lendi.. (OCSL) made 12.99%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 13.00%.
Over the last 3 months OCSL made 4.35%, while XLF made 12.99%.