Performance of OCSL Oaktree Specialty | -3.8% 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 Week | -2.72% | -0.78% |
| 1 Month | 0.50% | 3.68% |
| 3 Months | -7.32% | 9.52% |
| 6 Months | -12.7% | 15.41% |
| 12 Months | -3.82% | 49.49% |
| YTD | -13.6% | 26.18% |
| Rel. Perf. 1m | -0.26 | |
| Rel. Perf. 3m | -2.70 | |
| Rel. Perf. 6m | -2.76 | |
| Rel. Perf. 12m | -4.32 | |
| Spearman 1m | 0.39 | 0.901 |
| Spearman 3m | 0.11 | 0.905 |
Is Oaktree Specialty a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty is currently (October 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -0.07 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 October 2024 is 20.36. This means that OCSL is currently undervalued and has a potential upside of +26.46% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of October 2024 is 20.36. This means that OCSL is currently undervalued and has a potential upside of +26.46% (Margin of Safety).
Is OCSL a buy, sell or hold?
- Strong Buy: 1
- Buy: 2
- Hold: 4
- 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 | -1.98% | -0.96% | -27.77% | -45.82% |
| US NASDAQ 100 | QQQ | -2.20% | -0.60% | -27.97% | -46.90% |
| US Dow Jones Industrial 30 | DIA | -1.46% | -0.50% | -24.09% | -35.82% |
| German DAX 40 | DAX | -1.58% | 1.12% | -19.38% | -37.13% |
| UK FTSE 100 | ISFU | -1.40% | 3.43% | -21.36% | -28.11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.42% | -19.77% | -28.45% | -19.88% |
| Hongkong Hang Seng | HSI | -1.34% | -4.82% | -32.19% | -15.86% |
| India NIFTY 50 | INDA | 0.07% | 6.75% | -19.37% | -33.61% |
| Brasil Bovespa | EWZ | -1.17% | 3.88% | -5.60% | -2.08% |
OCSL Oaktree Specialty vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.97% | -1.17% | -25.16% | -48.00% |
| Consumer Discretionary | XLY | -0.28% | 2.82% | -25.69% | -35.98% |
| Consumer Staples | XLP | -2.02% | 1.99% | -22.75% | -28.49% |
| Energy | XLE | -2.28% | -0.27% | -7.70% | -10.96% |
| Financial | XLF | -1.94% | -3.18% | -28.15% | -53.31% |
| Health Care | XLV | -0.84% | 3.09% | -20.00% | -25.79% |
| Industrial | XLI | -0.89% | -1.79% | -24.56% | -46.47% |
| Materials | XLB | -1.32% | -0.83% | -22.18% | -34.04% |
| Real Estate | XLRE | -1.83% | 1.70% | -36.26% | -43.38% |
| Technology | XLK | -2.30% | -2.35% | -29.03% | -47.48% |
| Utilities | XLU | -2.61% | -1.73% | -38.37% | -45.52% |
| Aerospace & Defense | XAR | -0.83% | -1.65% | -31.52% | -45.14% |
| Biotech | XBI | 0.85% | 3.04% | -27.04% | -50.12% |
| Homebuilder | XHB | 3.16% | 4.94% | -26.78% | -73.31% |
| Retail | XRT | 0.75% | 1.53% | -17.11% | -34.77% |
Does Oaktree Specialty outperform its market, is OCSL a Sector Leader?
No, over the last 12 months Oaktree Specialty (OCSL) made -3.82%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 49.49%.
Over the last 3 months OCSL made -7.32%, while XLF made 9.52%.
No, over the last 12 months Oaktree Specialty (OCSL) made -3.82%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 49.49%.
Over the last 3 months OCSL made -7.32%, while XLF made 9.52%.
| Period | OCSL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.50% | 3.68% | 1.46% |
| 3 Months | -7.32% | 9.52% | 4.69% |
| 12 Months | -3.82% | 49.49% | 42.00% |