(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%)
Total Return of Oaktree Specialty versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (OCSL) Oaktree Specialty - Performance -16.3% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
OCSL 0.81% -1.7% -8.14%
ALCBI -19.5% 188% 867%
IREN 32.0% 74.5% 129%
SWIN 24.4% 87.6% 104%

Long Term Performance

Symbol 6m 12m 5y
OCSL -4.64% -16.3% 78.6%
ALCBI 441% 374% 270%
FOA -17.2% 409% -77.1%
OPFI 73.4% 298% 48.3%

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%