(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% |