Performance of OCSL Oaktree Specialty Lending | 16.8% 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 | -1.18% | 0.74% |
| 1 Week | 0.58% | 1.98% |
| 1 Month | 0.05% | 5.82% |
| 3 Months | -1.48% | 6.46% |
| 6 Months | 2.39% | 22.65% |
| 12 Months | 16.8% | 33.50% |
| YTD | -2.98% | 12.12% |
| Rel. Perf. 1m | -0.50 | |
| Rel. Perf. 3m | -1.41 | |
| Rel. Perf. 6m | -1.89 | |
| Rel. Perf. 12m | -1.24 |
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 15.68 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 19.39. This means that OCSL is currently overvalued and has a potential downside of 0.78% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of May 2024 is 19.39. This means that OCSL is currently overvalued and has a potential downside of 0.78% (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 | -1.85% | -4.97% | -16.27% | -13.29% |
| US NASDAQ 100 | QQQ | -2.34% | -5.02% | -15.51% | -22.68% |
| US Dow Jones Industrial 30 | DIA | -1.67% | -5.88% | -12.67% | -5.10% |
| German DAX 40 | DBXD | -1.40% | -4.44% | -17.06% | -1.28% |
| UK FTSE 100 | ISFU | -1.98% | -8.06% | -14.47% | 2.85% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.06% | -3.63% | 1.52% | 27.94% |
| Hongkong Hang Seng | HSI | -5.22% | -18.28% | 1.06% | 26.72% |
| Japan Nikkei 225 | EXX7 | 0.65% | 4.26% | -9.68% | 3.27% |
| India NIFTY 50 | INDA | -0.02% | -2.04% | -14.05% | -9.01% |
| Brasil Bovespa | EWZ | 2.96% | -2.61% | 4.92% | 5.53% |
OCSL Oaktree Specialty Lending vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.98% | -2.73% | -16.51% | -22.01% |
| Consumer Discretionary | XLY | -0.04% | -2.70% | -4.71% | -5.00% |
| Consumer Staples | XLP | -0.44% | -5.72% | -8.98% | 13.42% |
| Energy | XLE | -0.29% | 1.44% | -10.59% | -6.27% |
| Financial | XLF | -1.40% | -5.77% | -20.26% | -16.66% |
| Health Care | XLV | -2.32% | -5.41% | -12.79% | 4.23% |
| Industrial | XLI | -0.70% | -3.16% | -18.67% | -12.56% |
| Materials | XLB | -0.86% | -2.79% | -14.04% | -2.41% |
| Real Estate | XLRE | -4.17% | -6.07% | -7.30% | 8.21% |
| Technology | XLK | -3.42% | -5.66% | -14.94% | -24.27% |
| Utilities | XLU | -2.64% | -13.97% | -17.08% | 6.77% |
| Aerospace & Defense | XAR | -0.69% | -7.95% | -12.09% | -9.24% |
| Biotech | XBI | -3.35% | -7.20% | -27.88% | 11.04% |
| Homebuilder | XHB | -3.76% | -6.87% | -32.95% | -38.53% |
| Retail | XRT | -4.89% | -9.18% | -20.01% | -11.40% |
Does Oaktree Specialty Lending outperform its market, is OCSL a Sector Leader?
No, over the last 12 months Oaktree Specialty Lending (OCSL) made 16.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.50%.
Over the last 3 months OCSL made -1.48%, while XLF made 6.46%.
No, over the last 12 months Oaktree Specialty Lending (OCSL) made 16.84%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.50%.
Over the last 3 months OCSL made -1.48%, while XLF made 6.46%.
| Period | OCSL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.05% | 5.82% | 5.02% |
| 3 Months | -1.48% | 6.46% | 5.86% |
| 12 Months | 16.84% | 33.50% | 30.13% |