(OCSL) Oaktree Specialty - Performance -12.2% in 12m

OCSL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 41.34%
#69 in Peer-Group
Rel. Strength 25.97%
#5683 in Stock-Universe
Total Return 12m -12.18%
#179 in Peer-Group
Total Return 5y 91.40%
#48 in Peer-Group
P/E Value
P/E Trailing 120
P/E Forward 8.83
High / Low USD
52 Week High 16.36 USD
52 Week Low 12.56 USD
Sentiment Value
VRO Trend Strength +-100 98.20
Buy/Sell Signal +-5 1.87
Support / Resistance Levels
Support
Resistance
12m Total Return: OCSL (-12.2%) vs XLF (27.7%)
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 -12.2% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
OCSL 2.13% 2.16% 9.25%
ALCBI -21.5% 49.1% 696%
BTCS 70.9% 73.7% 196%
IREN 1.25% 62.4% 210%

Long Term Performance

Symbol 6m 12m 5y
OCSL 2% -12.2% 91.4%
ALCBI 356% 165% 157%
BTCS 68.9% 202% 135%
FOA -15.7% 352% -76.8%

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
TSLX NYSE
Sixth Street Specialty
5.53% 22.2% 172% 12.3 11.3 1.27 -27.1% -3.62%
AGF-B TO
AGF Management
7.44% 63% 238% 8.13 7.1 1.25 79.0% 18.1%
FHI NYSE
Federated Investors
9.14% 46.7% 171% 12.7 11 0.99 26.8% 22.9%
PNNT NYSE
PennantPark Investment
4.88% 3.73% 295% 9.56 10 0.28 -21.9% -23.3%
OFS NASDAQ
OFS Capital
-1.46% 14.4% 259% 3.76 9.2 1.67 -33.2% -23.5%
ARES NYSE
Ares Management
7.57% 33.2% 438% 100 35.1 0.63 22.1% -6.74%
BK NYSE
The Bank of New York Mellon
4.07% 58.3% 180% 14.7 13.4 1.2 32.4% 10.4%
GBDC NASDAQ
Golub Capital BDC
1.36% 6.03% 113% 13.6 10.3 1.51 1.60% -11.5%

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 2.16% 3.59% 4.08%
3 Months 9.25% 15.21% 19.65%
12 Months -12.18% 27.66% 12.88%
5 Years 91.40% 144.91% 113.48%

Trend Score (consistency of price movement) OCSL XLF S&P 500
1 Month 12.3% 83.5% 86.9%
3 Months 24.5% 86.2% 97.2%
12 Months -55.8% 78.1% 46%
5 Years 65% 75.1% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th49.00 -1.37% -1.84%
3 Month %th42.50 -5.17% -8.70%
12 Month %th11.50 -31.21% -22.20%
5 Years %th68.50 -21.85% -10.34%

FAQs

Does Oaktree Specialty (OCSL) outperform the market?

No, over the last 12 months OCSL made -12.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.66%. Over the last 3 months OCSL made 9.25%, while XLF made 15.21%.

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 2.1% -1.9% -6.5% -25%
US NASDAQ 100 QQQ 2.3% -1.9% -7.8% -23%
German DAX 40 DAX -0.1% 0.3% -18.5% -44%
Shanghai Shenzhen CSI 300 CSI 300 0.6% -3.1% -10.8% -33%
Hongkong Hang Seng HSI 3.3% -0.3% -26.7% -49%
India NIFTY 50 INDA 3.1% 2.1% -5.9% -10%
Brasil Bovespa EWZ 7.6% 0.3% -22.5% -15%

OCSL vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 3.4% 0% -10% -35%
Consumer Discretionary XLY 2.1% -0.3% 1.3% -29%
Consumer Staples XLP 3.4% 2.3% -5.5% -20%
Energy XLE 0.2% -3% 0% -15%
Financial XLF 3% -1.4% -10.2% -40%
Health Care XLV 1.5% 1.2% 3.5% -7%
Industrial XLI 1.3% -2.7% -13.5% -38%
Materials XLB 1.1% -2.1% -9.9% -19%
Real Estate XLRE 2.6% 2.7% -5.9% -23%
Technology XLK 2.1% -4.7% -10.7% -21%
Utilities XLU 1.2% -0.7% -8.8% -35%
Aerospace & Defense XAR 1.7% -4.4% -24.6% -61%
Biotech XBI -1.6% -1.5% 3.2% -5%
Homebuilder XHB -1.2% -6.2% -2.1% -18%
Retail XRT 1.8% -0.6% -0.9% -23%

OCSL vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 1.9% -3.13% 8.51% -6%
Natural Gas UNG 5.4% 10.3% 21.9% -7%
Gold GLD 2.4% 2.3% -21.4% -52%
Silver SLV 1.4% 0.6% -20.2% -32%
Copper CPER -6.9% -11.2% -27.4% -35%

OCSL vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.1% 0.5% -2% -10%
iShares High Yield Corp. Bond HYG 2.4% 0.9% -3% -22%