(OBDC) Blue Owl Capital - Performance -1.5% in 12m
Compare OBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.17%
#43 in Group
Rel. Strength
41.08%
#4703 in Universe
Total Return 12m
-1.47%
#156 in Group
Total Return 5y
89.72%
#56 in Group
P/E 9.32
44th Percentile in Group
P/E Forward 8.75
41th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.34%
39th Percentile in Group
12m Total Return: OBDC (-1.5%) vs XLF (22.7%)
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 |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: OBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OBDC
| Total Return (including Dividends) | OBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.43% | -2.11% | -0.87% |
| 3 Months | -4.63% | -4.92% | -7.58% |
| 12 Months | -1.47% | 22.69% | 11.88% |
| 5 Years | 89.72% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | OBDC | XLF | S&P 500 |
| 1 Month | 18.6% | 27.8% | 23% |
| 3 Months | -62.8% | -81% | -88.5% |
| 12 Months | 12.7% | 83.7% | 55.1% |
| 5 Years | 91.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #148 | -2.38% | -3.60% |
| 3 Month | #109 | 0.31% | 3.19% |
| 12 Month | #156 | -19.7% | -11.9% |
| 5 Years | #72 | -22.5% | -9.80% |
FAQs
Does OBDC Blue Owl Capital outperforms the market?
No,
over the last 12 months OBDC made -1.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OBDC made -4.63%, while XLF made -4.92%.
Over the last 3 months OBDC made -4.63%, while XLF made -4.92%.
Performance Comparison OBDC vs Indeces and Sectors
OBDC vs. Indices OBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.50% | -3.56% | 0.35% | -13.4% |
| US NASDAQ 100 | QQQ | -4.53% | -5.83% | -0.08% | -14.1% |
| US Dow Jones Industrial 30 | DIA | -2.56% | -1.25% | 0.44% | -10.7% |
| German DAX 40 | DAX | -2.27% | -5.75% | -19.2% | -26.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.46% | -1.61% | 3.34% | -7.43% |
| Hongkong Hang Seng | HSI | -2.51% | -4.49% | -1.57% | -15.4% |
| India NIFTY 50 | INDA | -0.66% | -8.49% | 0.06% | -4.54% |
| Brasil Bovespa | EWZ | -2.70% | -9.03% | -3.35% | 4.35% |
OBDC vs. Sectors OBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.75% | -3.38% | -5.78% | -25.4% |
| Consumer Discretionary | XLY | -3.58% | -4.33% | -2.16% | -14.8% |
| Consumer Staples | XLP | - | -4.63% | -4.96% | -12.7% |
| Energy | XLE | 0.98% | 9.43% | 6.14% | 9.62% |
| Financial | XLF | -2.11% | -2.32% | -7.25% | -24.2% |
| Health Care | XLV | -3.42% | -0.64% | 2.04% | -3.19% |
| Industrial | XLI | -3.92% | -4.54% | -0.36% | -11.1% |
| Materials | XLB | -2.89% | -2.00% | 7.76% | 2.05% |
| Real Estate | XLRE | -1.98% | -3.12% | 1.24% | -19.6% |
| Technology | XLK | -5.95% | -6.12% | 3.69% | -9.20% |
| Utilities | XLU | -0.66% | -4.49% | -1.77% | -23.3% |
| Aerospace & Defense | XAR | -4.45% | -10.8% | -13.2% | -28.0% |
| Biotech | XBI | -4.80% | -6.71% | 13.0% | 0.36% |
| Homebuilder | XHB | -2.81% | -2.16% | 15.2% | 5.56% |
| Retail | XRT | -1.93% | -3.87% | 5.92% | 1.27% |