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Oaktree Specialty Lending Corporation (OCSL)

Equity · Currency in USD
Sector
Financial Services
Industry
Credit Services
ISIN
US67401P1084
CUSIP
67401P108

OCSLPrice Chart


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OCSLPerformance

The chart shows the growth of $10,000 invested in Oaktree Specialty Lending Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,573 for a total return of roughly 105.73%. All prices are adjusted for splits and dividends.


OCSL (Oaktree Specialty Lending Corporation)
Benchmark (S&P 500)

OCSLReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.36%0.43%
6M12.84%9.37%
YTD38.58%22.33%
1Y41.10%26.59%
5Y12.77%15.74%
10Y7.25%14.46%

OCSLMonthly Returns Heatmap


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OCSLSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Oaktree Specialty Lending Corporation Sharpe ratio is 2.66. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


OCSL (Oaktree Specialty Lending Corporation)
Benchmark (S&P 500)

OCSLDividends

Oaktree Specialty Lending Corporation granted a 6.94% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $0.51 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.51$0.41$0.38$0.37$0.41$0.72$0.69$1.03$1.11$1.15$1.18$1.15

Dividend yield

6.94%7.27%6.96%8.75%8.38%13.41%10.85%12.88%11.96%11.06%12.30%9.45%

OCSLDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


OCSL (Oaktree Specialty Lending Corporation)
Benchmark (S&P 500)

OCSLWorst Drawdowns

The table below shows the maximum drawdowns of the Oaktree Specialty Lending Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Oaktree Specialty Lending Corporation is 59.52%, recorded on Mar 23, 2020. It took 175 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.52%Jul 11, 20141435Mar 23, 2020175Nov 30, 20201610
-35.64%Feb 22, 2011117Aug 8, 2011419Apr 10, 2013536
-24.73%May 14, 201071Aug 24, 2010107Jan 26, 2011178
-14.24%Jul 26, 201398Dec 12, 2013140Jul 7, 2014238
-10.9%Jan 20, 201014Feb 8, 201019Mar 8, 201033
-9.65%Apr 26, 20109May 6, 20104May 12, 201013
-9.04%May 9, 201332Jun 24, 201314Jul 15, 201346
-6.22%Mar 12, 201010Mar 25, 20106Apr 5, 201016
-5.69%Apr 11, 20136Apr 18, 20137Apr 29, 201313
-5.46%Apr 30, 20219May 12, 202113Jun 1, 202122

OCSLVolatility Chart

Current Oaktree Specialty Lending Corporation volatility is 12.36%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


OCSL (Oaktree Specialty Lending Corporation)
Benchmark (S&P 500)

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