(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%)
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 |
|---|---|---|---|---|---|---|---|---|
| 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% |