Performance of OCSL Oaktree Specialty | -0.5% 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
Performance Duell OCSL vs XLF
| TimeFrame | OCSL | XLF |
|---|---|---|
| 1 Day | 1.17% | 0.38% |
| 1 Week | 2.14% | -1.27% |
| 1 Month | -3.00% | 3.54% |
| 3 Months | -5.25% | 4.96% |
| 6 Months | -10.8% | 11.84% |
| 12 Months | -0.45% | 23.51% |
| YTD | -6.02% | 14.06% |
| Rel. Perf. 1m | -0.77 | |
| Rel. Perf. 3m | -0.97 | |
| Rel. Perf. 6m | -2.21 | |
| Rel. Perf. 12m | -2.21 |
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 22.46. This means that OCSL is currently undervalued and has a potential upside of +24.02% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of July 2024 is 22.46. This means that OCSL is currently undervalued and has a potential upside of +24.02% (Margin of Safety).
Is OCSL a buy, sell or hold?
- Strong Buy: 3
- Buy: 2
- Hold: 3
- Sell: 0
- Strong Sell: 0
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 | 4.72% | -1.82% | -21.81% | -19.93% |
| US NASDAQ 100 | QQQ | 6.57% | 1.40% | -18.59% | -20.78% |
| US Dow Jones Industrial 30 | DIA | 3.87% | -5.21% | -16.70% | -15.22% |
| German DAX 40 | DBXD | 2.49% | -3.69% | -18.52% | -14.95% |
| UK FTSE 100 | ISFU | 3.07% | -3.95% | -22.99% | -12.36% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.59% | -3.09% | -12.96% | 15.38% |
| Hongkong Hang Seng | HSI | 4.20% | -1.38% | -6.82% | 20.00% |
| Japan Nikkei 225 | EXX7 | 4.72% | -1.80% | -11.43% | -11.76% |
| India NIFTY 50 | INDA | 4.55% | -4.07% | -24.35% | -25.78% |
| Brasil Bovespa | EWZ | 4.35% | -2.49% | 3.74% | 11.58% |
OCSL Oaktree Specialty vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.04% | 1.41% | -17.47% | -21.09% |
| Consumer Discretionary | XLY | 6.84% | -2.93% | -16.92% | -5.81% |
| Consumer Staples | XLP | 2.97% | -3.37% | -19.90% | -5.58% |
| Energy | XLE | 3.74% | -3.45% | -22.46% | -11.08% |
| Financial | XLF | 3.41% | -6.54% | -22.63% | -23.96% |
| Health Care | XLV | 0.78% | -4.70% | -19.29% | -12.54% |
| Industrial | XLI | 3.24% | -4.77% | -20.81% | -15.00% |
| Materials | XLB | 3.31% | -4.36% | -20.65% | -7.97% |
| Real Estate | XLRE | 3.37% | -8.95% | -16.18% | -9.99% |
| Technology | XLK | 6.96% | 2.71% | -15.79% | -21.41% |
| Utilities | XLU | 1.53% | -5.03% | -28.17% | -9.18% |
| Aerospace & Defense | XAR | 0.48% | -8.17% | -25.14% | -21.31% |
| Biotech | XBI | -1.39% | -11.49% | -25.03% | -21.11% |
| Homebuilder | XHB | 1.63% | -15.04% | -30.61% | -35.37% |
| Retail | XRT | 3.21% | -3.32% | -20.30% | -14.69% |
Does Oaktree Specialty outperform its market, is OCSL a Sector Leader?
No, over the last 12 months Oaktree Specialty (OCSL) made -0.45%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.51%.
Over the last 3 months OCSL made -5.25%, while XLF made 4.96%.
No, over the last 12 months Oaktree Specialty (OCSL) made -0.45%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.51%.
Over the last 3 months OCSL made -5.25%, while XLF made 4.96%.
| Period | OCSL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.00% | 3.54% | -1.18% |
| 3 Months | -5.25% | 4.96% | 7.28% |
| 12 Months | -0.45% | 23.51% | 19.48% |