(OCSL) Oaktree Specialty - Performance -18.9% in 12m
Compare OCSL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
41.79%
#76 in Group
Rel. Strength
26.51%
#5848 in Universe
Total Return 12m
-18.87%
#177 in Group
Total Return 5y
81.73%
#58 in Group
P/E 19.8
78th Percentile in Group
P/E Forward 6.81
14th Percentile in Group
PEG 0.93
22th Percentile in Group
FCF Yield 32.9%
(?) Percentile in Group
12m Total Return: OCSL (-18.9%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
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 | 5.56% | 13.52% | 13.81% |
| 3 Months | -8.98% | -2.66% | -6.30% |
| 12 Months | -18.87% | 22.43% | 10.65% |
| 5 Years | 81.73% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | OCSL | XLF | S&P 500 |
| 1 Month | -19.4% | 89.2% | 83% |
| 3 Months | -62.9% | -64.6% | -75.3% |
| 12 Months | -58.6% | 82% | 50.1% |
| 5 Years | 74.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #186 | -7.01% | -7.25% |
| 3 Month | #156 | -6.49% | -2.87% |
| 12 Month | #177 | -33.7% | -26.7% |
| 5 Years | #73 | -27.4% | -12.5% |
FAQs
Does OCSL Oaktree Specialty outperforms the market?
No,
over the last 12 months OCSL made -18.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months OCSL made -8.98%, while XLF made -2.66%.
Over the last 3 months OCSL made -8.98%, while XLF made -2.66%.
Performance Comparison OCSL vs Indeces and Sectors
OCSL vs. Indices OCSL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.76% | -8.25% | -4.33% | -29.5% |
| US NASDAQ 100 | QQQ | 1.57% | -11.8% | -4.54% | -30.5% |
| US Dow Jones Industrial 30 | DIA | 1.35% | -4.43% | -4.04% | -26.6% |
| German DAX 40 | DAX | 1.78% | -9.40% | -30.6% | -44.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.42% | -6.27% | -5.10% | -26.2% |
| Hongkong Hang Seng | HSI | -1.41% | -14.4% | -12.7% | -32.6% |
| India NIFTY 50 | INDA | 6.68% | 0.72% | -4.77% | -18.7% |
| Brasil Bovespa | EWZ | 0.71% | -11.7% | -13.0% | -10.5% |
OCSL vs. Sectors OCSL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.12% | -7.85% | -11.4% | -40.4% |
| Consumer Discretionary | XLY | 1.38% | -8.67% | -3.35% | -33.1% |
| Consumer Staples | XLP | 2.62% | -1.03% | -11.3% | -28.0% |
| Energy | XLE | 1.94% | -1.20% | 2.26% | -9.41% |
| Financial | XLF | 0.66% | -7.96% | -11.4% | -41.3% |
| Health Care | XLV | 4.77% | 4.69% | 0.66% | -14.8% |
| Industrial | XLI | 0.07% | -11.3% | -5.76% | -29.9% |
| Materials | XLB | 1.96% | -8.0% | 0.56% | -13.6% |
| Real Estate | XLRE | 3.08% | -5.98% | -5.08% | -34.3% |
| Technology | XLK | 0.68% | -15.7% | -1.45% | -26.0% |
| Utilities | XLU | 1.71% | -4.03% | -12.0% | -36.3% |
| Aerospace & Defense | XAR | -0.22% | -15.6% | -15.8% | -46.2% |
| Biotech | XBI | 8.35% | -6.25% | 15.8% | -6.58% |
| Homebuilder | XHB | 1.29% | -5.92% | 8.86% | -11.3% |
| Retail | XRT | -0.14% | -9.09% | -0.09% | -17.4% |