Performance of OCSL Oaktree Specialty Lending | 17.5% in 12m
Compare OCSL with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Oaktree Specialty Lending with its related Sector/Index XLF
Performance Duell OCSL vs XLF
| TimeFrame | OCSL | XLF |
|---|---|---|
| 1 Day | -0.05% | 0.73% |
| 1 Week | 0.26% | 1.58% |
| 1 Month | -0.31% | 7.05% |
| 3 Months | -1.50% | 7.62% |
| 6 Months | 3.14% | 22.42% |
| 12 Months | 17.5% | 33.07% |
| YTD | -2.32% | 12.95% |
| Rel. Perf. 1m | -0.64 | |
| Rel. Perf. 3m | -1.62 | |
| Rel. Perf. 6m | -1.81 | |
| Rel. Perf. 12m | -1.25 |
Is Oaktree Specialty Lending a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty Lending is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 15.69 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 May 2024 is 19.55. This means that OCSL is currently overvalued and has a potential downside of 0.93% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of May 2024 is 19.55. This means that OCSL is currently overvalued and has a potential downside of 0.93% (Sold with Premium).
Is OCSL a buy, sell or hold?
- Strong Buy: 3
- Buy: 2
- Hold: 3
- 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 | -1.39% | -6.08% | -15.15% | -11.85% |
| US NASDAQ 100 | QQQ | -1.93% | -6.40% | -14.33% | -19.85% |
| US Dow Jones Industrial 30 | DIA | -1.10% | -6.48% | -12.33% | -4.52% |
| German DAX 40 | DBXD | 0.66% | -5.28% | -13.85% | 0.73% |
| UK FTSE 100 | ISFU | -1.24% | -10.11% | -13.72% | 2.13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.85% | -4.83% | -0.19% | 25.17% |
| Hongkong Hang Seng | HSI | -3.47% | -23.59% | -1.90% | 22.86% |
| Japan Nikkei 225 | EXX7 | -0.11% | 0.19% | -8.35% | 5.69% |
| India NIFTY 50 | INDA | -2.85% | -4.23% | -14.44% | -11.22% |
| Brasil Bovespa | EWZ | -0.18% | -5.55% | 4.97% | 5.17% |
OCSL Oaktree Specialty Lending vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.74% | -3.62% | -15.37% | -19.98% |
| Consumer Discretionary | XLY | -0.08% | -4.01% | -4.20% | -2.17% |
| Consumer Staples | XLP | -0.50% | -6.89% | -11.10% | 11.92% |
| Energy | XLE | -0.94% | -1.19% | -10.98% | -7.72% |
| Financial | XLF | -1.32% | -7.36% | -19.28% | -15.57% |
| Health Care | XLV | -1.63% | -5.99% | -11.87% | 4.00% |
| Industrial | XLI | 0.54% | -3.79% | -16.55% | -10.83% |
| Materials | XLB | -0.08% | -3.85% | -12.88% | -3.12% |
| Real Estate | XLRE | -2.25% | -8.79% | -6.50% | 7.52% |
| Technology | XLK | -2.80% | -6.83% | -13.18% | -20.81% |
| Utilities | XLU | -1.24% | -13.20% | -15.06% | 4.82% |
| Aerospace & Defense | XAR | -0.51% | -8.77% | -12.40% | -6.65% |
| Biotech | XBI | -3.19% | -8.02% | -22.37% | 11.13% |
| Homebuilder | XHB | 0.58% | -6.65% | -27.37% | -33.35% |
| Retail | XRT | -1.82% | -7.77% | -17.70% | -7.69% |
Does Oaktree Specialty Lending outperform its market, is OCSL a Sector Leader?
No, over the last 12 months Oaktree Specialty Lending (OCSL) made 17.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.07%.
Over the last 3 months OCSL made -1.50%, while XLF made 7.62%.
No, over the last 12 months Oaktree Specialty Lending (OCSL) made 17.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.07%.
Over the last 3 months OCSL made -1.50%, while XLF made 7.62%.
| Period | OCSL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.31% | 7.05% | 5.77% |
| 3 Months | -1.50% | 7.62% | 6.32% |
| 12 Months | 17.50% | 33.07% | 29.35% |