(OBDC) Blue Owl Capital - Performance 5.2% in 12m
Compare OBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.34%
#33 in Group
Rel. Strength
59.56%
#3133 in Universe
Total Return 12m
5.24%
#117 in Group
Total Return 5y
116.41%
#47 in Group
P/E 9.83
41th Percentile in Group
P/E Forward 9.23
40th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.21%
41th Percentile in Group
12m Total Return: OBDC (5.2%) vs XLF (16.3%)
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 |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
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 | -3.51% | -7.49% | -7.79% |
| 3 Months | -2.94% | -1.50% | -9.06% |
| 12 Months | 5.24% | 16.29% | 4.64% |
| 5 Years | 116.41% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | OBDC | XLF | S&P 500 |
| 1 Month | 63.0% | 58.6% | -5.5% |
| 3 Months | 20.7% | -8.5% | -61.9% |
| 12 Months | 37.5% | 92.9% | 82.8% |
| 5 Years | 91.8% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #106 | 4.31% | 4.64% |
| 3 Month | #125 | -1.46% | 6.73% |
| 12 Month | #116 | -9.50% | 0.57% |
| 5 Years | #59 | -13.0% | -0.70% |
FAQs
Does OBDC Blue Owl Capital outperforms the market?
No,
over the last 12 months OBDC made 5.24%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months OBDC made -2.94%, while XLF made -1.50%.
Over the last 3 months OBDC made -2.94%, while XLF made -1.50%.
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 | 1.79% | 4.28% | 8.45% | 0.60% |
| US NASDAQ 100 | QQQ | 2.86% | 5.69% | 9.70% | 2.68% |
| US Dow Jones Industrial 30 | DIA | 0.62% | 2.53% | 6.35% | -0.01% |
| German DAX 40 | DAX | 0.67% | 2.81% | -10.5% | -12.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.93% | -2.71% | 18.7% | -2.86% |
| Hongkong Hang Seng | HSI | -1.72% | -4.49% | 12.0% | -11.3% |
| India NIFTY 50 | INDA | -2.39% | -10.6% | 13.7% | 5.49% |
| Brasil Bovespa | EWZ | -3.57% | -12.6% | 9.29% | 16.6% |
OBDC vs. Sectors OBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.63% | 4.59% | 0.05% | -7.76% |
| Consumer Discretionary | XLY | 2.49% | 6.12% | 5.44% | -1.86% |
| Consumer Staples | XLP | -5.07% | -2.23% | 1.25% | -7.67% |
| Energy | XLE | 3.03% | -3.05% | 8.09% | 13.0% |
| Financial | XLF | 1.39% | 3.98% | -3.51% | -11.1% |
| Health Care | XLV | -2.30% | 0.43% | 8.31% | 4.26% |
| Industrial | XLI | 1.73% | 2.56% | 9.29% | 3.10% |
| Materials | XLB | 0.54% | 0.52% | 15.0% | 14.1% |
| Real Estate | XLRE | -2.10% | 2.09% | 8.79% | -4.67% |
| Technology | XLK | 4.13% | 7.05% | 15.7% | 10.5% |
| Utilities | XLU | -5.52% | -3.70% | 5.17% | -19.7% |
| Aerospace & Defense | XAR | 1.41% | -0.12% | 3.51% | -9.95% |
| Biotech | XBI | 5.07% | 5.20% | 22.7% | 19.3% |
| Homebuilder | XHB | 3.48% | 3.43% | 28.5% | 20.1% |
| Retail | XRT | 2.84% | 5.02% | 15.1% | 16.8% |