(OCSL) Oaktree Specialty - Performance -16.3% in 12m
OCSL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
38.89%
#103 in Peer-Group
Rel. Strength
25.24%
#5553 in Stock-Universe
Total Return 12m
-16.28%
#176 in Peer-Group
Total Return 5y
78.57%
#80 in Peer-Group
P/E | Value |
---|---|
P/E Trailing | 113 |
P/E Forward | 8.53 |
High / Low | USD |
---|---|
52 Week High | 16.52 USD |
52 Week Low | 12.56 USD |
Sentiment | Value |
---|---|
VRO Trend Strength +-100 | 51.60 |
Buy/Sell Signal +-5 | 0.67 |
Support / Resistance | Levels |
---|---|
Support | |
Resistance |
12m Total Return: OCSL (-16.3%) vs XLF (29.7%)

5y Drawdown (Underwater) Chart

Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
---|---|---|---|---|---|---|---|---|
AGF-B TO AGF Management |
11.8% | 65.1% | 236% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
TSLX NYSE Sixth Street Specialty |
4.7% | 22.3% | 161% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
ARES NYSE Ares Management |
5.47% | 31.7% | 418% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
BK NYSE The Bank of New York Mellon |
1.88% | 54.7% | 174% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
OFS NASDAQ OFS Capital |
6.42% | 14.1% | 236% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
FHI NYSE Federated Investors |
6.21% | 41.4% | 140% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
PNNT NYSE PennantPark Investment |
3.16% | 4.28% | 268% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
APO NYSE Apollo Global Management |
8.51% | 20.9% | 221% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
Performance Comparison: OCSL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OCSL
Total Return (including Dividends) | OCSL | XLF | S&P 500 |
---|---|---|---|
1 Month | -1.70% | 3.65% | 4.52% |
3 Months | -8.14% | 6.21% | 10.43% |
12 Months | -16.28% | 29.74% | 14.67% |
5 Years | 78.57% | 146.25% | 109.23% |
Trend Score (consistency of price movement) | OCSL | XLF | S&P 500 |
---|---|---|---|
1 Month | -60% | 45.1% | 79.1% |
3 Months | 6.9% | 82.4% | 94.2% |
12 Months | -57% | 78% | 44.4% |
5 Years | 66.2% | 75% | 84% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
---|---|---|---|
1 Month | %th17.50 | -5.16% | -5.95% |
3 Month | %th11.50 | -13.51% | -16.82% |
12 Month | %th11.50 | -35.47% | -26.99% |
5 Years | %th45.50 | -27.48% | -14.65% |
FAQs
Does Oaktree Specialty (OCSL) outperform the market?
No,
over the last 12 months OCSL made -16.28%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.74%.
Over the last 3 months OCSL made -8.14%, while XLF made 6.21%.
Performance Comparison OCSL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OCSL vs. Indices
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -1% | -6.2% | -10.9% | -31% |
US NASDAQ 100 | QQQ | -0.5% | -6.4% | -12.1% | -30% |
German DAX 40 | DAX | 0.7% | -0.7% | -22.4% | -45% |
Shanghai Shenzhen CSI 300 | CSI 300 | -0% | -5.9% | -11.8% | -34% |
Hongkong Hang Seng | HSI | 0.8% | -7.8% | -28.7% | -52% |
India NIFTY 50 | INDA | -1.1% | -4.1% | -9.2% | -16% |
Brasil Bovespa | EWZ | -2.1% | -9.2% | -33.8% | -29% |
OCSL vs. Sectors
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -1.6% | -7.7% | -16% | -44% |
Consumer Discretionary | XLY | -0.4% | -3.8% | -3.7% | -37% |
Consumer Staples | XLP | 0% | -1.3% | -10.5% | -27% |
Energy | XLE | 0.2% | -6% | -4.8% | -13% |
Financial | XLF | -1.3% | -5.4% | -14.6% | -46% |
Health Care | XLV | -1.4% | -5.2% | -4.9% | -12% |
Industrial | XLI | -1.2% | -5.8% | -18.1% | -41% |
Materials | XLB | -2% | -6% | -14% | -22% |
Real Estate | XLRE | 2.1% | -2.4% | -9.7% | -30% |
Technology | XLK | -0.7% | -9.6% | -13.2% | -27% |
Utilities | XLU | 0.4% | -2.1% | -13.6% | -41% |
Aerospace & Defense | XAR | -1.7% | -8.9% | -29.3% | -65% |
Biotech | XBI | 1.7% | -4% | 4.6% | -6% |
Homebuilder | XHB | -3.6% | -12.2% | -4.3% | -21% |
Retail | XRT | -2% | -6.2% | -5.2% | -26% |
OCSL vs. Commodities
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Oil | USO | -0.5% | -8.0% | -0.74% | -7% |
Natural Gas | UNG | 7.8% | 8.7% | 6.5% | -7% |
Gold | GLD | 0.4% | -0.4% | -30% | -59% |
Silver | SLV | 0.4% | -5.3% | -26.2% | -38% |
Copper | CPER | -2.1% | -5.7% | -29.3% | -31% |
OCSL vs. Bonds
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
iShares 20+ Years Bond | TLT | -0% | -5.2% | -7.1% | -18% |
iShares High Yield Corp. Bond | HYG | 0.8% | -3% | -8.8% | -27% |