Oaktree Specialty Lending Corporation (OCSL)

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Oaktree Specialty Lending Corporation (OCSL) is down 4.3% since the beginning of the year. At $11 per share, OCSL is trading 22.7% below its 52-week high of $15. Investors who bought $1,000 worth of OCSL shares 5 years ago would now be looking at an investment worth $1,017.

Oaktree Specialty Lending Corporation (OCSL) has returned -4.33% so far this year and -5.66% over the past 12 months. Over the last ten years, OCSL has returned 7.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 12, 2008, OCSL's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 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 -0.80%, beta of 0.81, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since June 12, 2008.

• This stock participated in 105.36% of S&P 500 Index downside but only 79.23% 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 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Oaktree Specialty Lending Corporation provided a 13.49% dividend yield over the last twelve months, with an annual payout of $1.54 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 27.70%.

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.