Oaktree Specialty Lending Corporation (OCSL)

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The chart shows the growth of an initial investment of $10,000 in Oaktree Specialty Lending Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Oaktree Specialty Lending Corporation (OCSL) has returned -7.99% so far this year and -16.58% over the past 12 months. Over the last ten years, OCSL has returned 7.28% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 12, 2008, OCSL's average daily return is +0.04%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2009 with a return of +31.5%, while the worst month was Mar 2020 at -32.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, OCSL closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +32.2%, while the worst single day was Mar 18, 2020 at -26.0%.

Oaktree Specialty Lending Corporation has an annualized alpha of -0.02%, beta of 0.81, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since June 13, 2008.

• This stock participated in 103.21% of S&P 500 Index downside but only 80.91% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.27 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

OCSL ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and compare them to a chosen benchmark (S&P 500 Index).

Oaktree Specialty Lending Corporation provided a 14.34% dividend yield over the last twelve months, with an annual payout of $1.62 per share.

The table displays the monthly dividend distributions for Oaktree Specialty Lending Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Oaktree Specialty Lending Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oaktree Specialty Lending Corporation was 59.52%, occurring on Mar 23, 2020. Recovery took 175 trading sessions.

The current Oaktree Specialty Lending Corporation drawdown is 30.47%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Oaktree Specialty Lending Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Oaktree Specialty Lending Corporation is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.