(OCSL) Oaktree Specialty - Performance -10.7% in 12m
Compare OCSL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.98%
#61 in Group
Rel. Strength
34.10%
#5035 in Universe
Total Return 12m
-10.69%
#175 in Group
Total Return 5y
166.14%
#36 in Group
P/E 23.1
80th Percentile in Group
P/E Forward 8.01
23th Percentile in Group
PEG 0.93
19th Percentile in Group
FCF Yield 27.7%
(unknown) Percentile in Group
12m Total Return: OCSL (-10.7%) vs XLF (22.3%)
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 |
-7.06% | 15.6% | 426% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-9.11% | 17.5% | 285% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.87% | 30.2% | 375% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-2.12% | 29.8% | 350% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PFLT NYSE PennantPark Floating Rate |
-0.93% | 10.4% | 304% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| TSLX NYSE Sixth Street Specialty |
-2.5% | 16.9% | 223% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-1.5% | 17.6% | 348% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
6.23% | 20.6% | 176% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
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 | -1.00% | -2.70% | -3.01% |
| 3 Months | 3.14% | 4.42% | -3.15% |
| 12 Months | -10.69% | 22.25% | 10.19% |
| 5 Years | 166.14% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | OCSL | XLF | S&P 500 |
| 1 Month | 13.0% | 62.5% | -5.5% |
| 3 Months | 73.9% | -0.9% | -58.4% |
| 12 Months | -58.6% | 93.1% | 84.1% |
| 5 Years | 80.5% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #79 | 1.75% | 2.07% |
| 3 Month | #59 | -1.23% | 6.50% |
| 12 Month | #174 | -26.9% | -19.0% |
| 5 Years | #42 | 1.73% | 16.1% |
FAQs
Does OCSL Oaktree Specialty outperforms the market?
No,
over the last 12 months OCSL made -10.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months OCSL made 3.14%, while XLF made 4.42%.
Over the last 3 months OCSL made 3.14%, while XLF made 4.42%.
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 | -2.20% | 2.01% | 0.08% | -20.9% |
| US NASDAQ 100 | QQQ | -1.22% | 3.06% | 0.85% | -19.3% |
| US Dow Jones Industrial 30 | DIA | -2.40% | 1.14% | -0.84% | -20.2% |
| German DAX 40 | DAX | -0.90% | 2.38% | -16.7% | -32.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.91% | -1.23% | 15.3% | -19.8% |
| Hongkong Hang Seng | HSI | -4.17% | -3.77% | 9.30% | -28.0% |
| India NIFTY 50 | INDA | -3.23% | -8.87% | 10.4% | -11.4% |
| Brasil Bovespa | EWZ | -2.31% | -9.29% | 8.08% | 1.05% |
OCSL vs. Sectors OCSL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.66% | 2.81% | -8.03% | -29.9% |
| Consumer Discretionary | XLY | -2.96% | 2.83% | -3.28% | -24.8% |
| Consumer Staples | XLP | -4.99% | 0.84% | -0.76% | -21.7% |
| Energy | XLE | -3.29% | -9.02% | -5.50% | -11.5% |
| Financial | XLF | -2.68% | 1.70% | -12.1% | -32.9% |
| Health Care | XLV | -2.62% | 2.16% | 4.78% | -12.4% |
| Industrial | XLI | -2.51% | -0.31% | 0.79% | -19.2% |
| Materials | XLB | -3.30% | -1.51% | 8.19% | -6.75% |
| Real Estate | XLRE | -4.24% | 1.69% | 3.20% | -24.1% |
| Technology | XLK | -1.07% | 3.01% | 5.20% | -12.7% |
| Utilities | XLU | -5.49% | -1.82% | 0.96% | -35.9% |
| Aerospace & Defense | XAR | -1.60% | -2.28% | -3.84% | -31.6% |
| Biotech | XBI | 2.36% | 4.85% | 17.8% | 0.31% |
| Homebuilder | XHB | -2.70% | -1.15% | 19.5% | -2.99% |
| Retail | XRT | -4.50% | -0.50% | 4.16% | -5.90% |