Performance of OCSL Oaktree Specialty | 4% in 12m

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

Compare Oaktree Specialty with its related Sector/Index XLF

Compare Oaktree Specialty with its related Sector/Index XLF

Performance Duell OCSL vs XLF

TimeFrame OCSL XLF
1 Day -0.27% 0.33%
1 Week -1.01% 2.02%
1 Month -2.10% 4.26%
3 Months -0.94% 6.21%
6 Months -7.63% 13.58%
12 Months 4.01% 24.67%
YTD -3.73% 13.10%
Rel. Perf. 1m -0.54
Rel. Perf. 3m -0.64
Rel. Perf. 6m -2.06
Rel. Perf. 12m -2.06

Is Oaktree Specialty a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty is currently (July 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 14.31 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of July 2024 is 19.78. This means that OCSL is currently overvalued and has a potential downside of 6.63% (Sold with Premium).

Is OCSL a buy, sell or hold?

  • Strong Buy: 3
  • Buy: 2
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0
Oaktree Specialty has received a consensus analysts rating of 4.00. Therefor, it is recommend to buy OCSL.
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 -1.97% -5.88% -25.85% -21.94%
US NASDAQ 100 QQQ -0.74% -6.63% -28.80% -26.21%
US Dow Jones Industrial 30 DIA -2.69% -5.59% -15.06% -13.90%
German DAX 40 DBXD -2.59% -2.78% -19.44% -11.41%
UK FTSE 100 ISFU -3.22% -3.73% -19.87% -9.52%
Shanghai Shenzhen CSI 300 CSI 300 -3.23% -0.74% -13.38% 14.38%
Hongkong Hang Seng HSI -5.56% -1.66% -5.83% 18.32%
Japan Nikkei 225 EXX7 -3.19% -5.93% -14.90% -12.36%
India NIFTY 50 INDA -1.73% -6.49% -21.86% -24.06%
Brasil Bovespa EWZ -3.69% -9.11% 4.68% 7.57%

OCSL Oaktree Specialty vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.64% -4.40% -25.19% -26.32%
Consumer Discretionary XLY -2.17% -8.94% -18.18% -5.88%
Consumer Staples XLP -1.10% -3.83% -15.61% -3.66%
Energy XLE -1.48% -4.03% -18.88% -11.08%
Financial XLF -3.03% -6.36% -21.21% -20.66%
Health Care XLV -3.68% -4.02% -13.94% -10.92%
Industrial XLI -3.45% -3.27% -19.12% -11.74%
Materials XLB -3.97% -3.32% -16.99% -6.79%
Real Estate XLRE -5.42% -7.55% -10.49% -3.72%
Technology XLK -1.41% -6.17% -29.66% -28.18%
Utilities XLU -4.96% -4.79% -22.01% -7.52%
Aerospace & Defense XAR -3.02% -3.17% -17.92% -14.23%
Biotech XBI -8.92% -7.71% -17.21% -11.54%
Homebuilder XHB -11.83% -5.28% -22.95% -26.55%
Retail XRT -5.99% -3.31% -20.46% -15.27%

OCSL Oaktree Specialty vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 0.29% -7.72% -25.61% -16.52%
Natural Gas UNG -0.37% 23.49% 35.55% 46.77%
Gold GLD -2.00% -6.01% -25.24% -18.87%
Silver SLV 0.25% -6.13% -40.33% -19.38%
Copper CPER 0.55% -3.71% -29.48% -15.48%

Returns of OCSL vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.50% -3.96% -6.91% 7.67%
iShares High Yield Corp. Bond HYG -1.72% -3.42% -11.15% -6.09%
Does Oaktree Specialty outperform its market, is OCSL a Sector Leader?
No, over the last 12 months Oaktree Specialty (OCSL) made 4.01%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.67%.
Over the last 3 months OCSL made -0.94%, while XLF made 6.21%.
Period OCSL XLF S&P 500
1 Month -2.10% 4.26% 3.78%
3 Months -0.94% 6.21% 9.97%
12 Months 4.01% 24.67% 25.95%