OCSL vs. PFLT
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and PennantPark Floating Rate Capital Ltd. (PFLT).
Performance
OCSL vs. PFLT - Performance Comparison
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OCSL vs. PFLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | -7.99% | -6.06% | -15.15% | 11.25% | 3.74% | 44.99% | 11.00% | 38.74% | -6.31% | -1.09% |
PFLT PennantPark Floating Rate Capital Ltd. | -10.16% | -4.17% | 0.62% | 23.05% | -5.53% | 32.64% | -1.41% | 15.52% | -8.29% | 5.49% |
Fundamentals
OCSL:
$0.72
PFLT:
$0.63
OCSL:
15.70
PFLT:
12.74
OCSL:
1.29
PFLT:
0.07
OCSL:
4.82
PFLT:
3.25
OCSL:
$206.63M
PFLT:
$149.03M
OCSL:
$67.34M
PFLT:
$48.69M
OCSL:
$53.57M
PFLT:
$39.60M
Returns By Period
In the year-to-date period, OCSL achieves a -7.99% return, which is significantly higher than PFLT's -10.16% return. Over the past 10 years, OCSL has outperformed PFLT with an annualized return of 7.28%, while PFLT has yielded a comparatively lower 6.52% annualized return.
OCSL
- 1D
- 0.80%
- 1M
- 3.37%
- YTD
- -7.99%
- 6M
- -7.45%
- 1Y
- -16.58%
- 3Y*
- -4.56%
- 5Y*
- 1.42%
- 10Y*
- 7.28%
PFLT
- 1D
- 3.08%
- 1M
- -0.21%
- YTD
- -10.16%
- 6M
- -3.09%
- 1Y
- -18.22%
- 3Y*
- 2.43%
- 5Y*
- 2.75%
- 10Y*
- 6.52%
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Return for Risk
OCSL vs. PFLT — Risk / Return Rank
OCSL
PFLT
OCSL vs. PFLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and PennantPark Floating Rate Capital Ltd. (PFLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| OCSL | PFLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | -0.78 | +0.10 |
Sortino ratioReturn per unit of downside risk | -0.81 | -0.94 | +0.12 |
Omega ratioGain probability vs. loss probability | 0.90 | 0.87 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | -0.86 | +0.05 |
Martin ratioReturn relative to average drawdown | -1.68 | -1.73 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OCSL | PFLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | -0.78 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.13 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.23 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.24 | -0.11 |
Correlation
The correlation between OCSL and PFLT is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OCSL vs. PFLT - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 14.34%, less than PFLT's 15.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 14.34% | 13.27% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.84% |
PFLT PennantPark Floating Rate Capital Ltd. | 15.30% | 13.27% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.24% | 9.59% | 8.31% | 8.08% | 10.04% |
Drawdowns
OCSL vs. PFLT - Drawdown Comparison
The maximum OCSL drawdown since its inception was -59.52%, smaller than the maximum PFLT drawdown of -69.77%. Use the drawdown chart below to compare losses from any high point for OCSL and PFLT.
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Drawdown Indicators
| OCSL | PFLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -69.77% | +10.25% |
Max Drawdown (1Y)Largest decline over 1 year | -21.31% | -21.90% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -34.16% | -29.64% | -4.52% |
Max Drawdown (10Y)Largest decline over 10 years | -57.32% | -69.77% | +12.45% |
Current DrawdownCurrent decline from peak | -30.47% | -19.87% | -10.60% |
Average DrawdownAverage peak-to-trough decline | -16.33% | -8.00% | -8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.30% | 10.93% | -0.63% |
Volatility
OCSL vs. PFLT - Volatility Comparison
The current volatility for Oaktree Specialty Lending Corporation (OCSL) is 6.98%, while PennantPark Floating Rate Capital Ltd. (PFLT) has a volatility of 7.54%. This indicates that OCSL experiences smaller price fluctuations and is considered to be less risky than PFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCSL | PFLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 7.54% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.62% | 15.41% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.76% | 23.55% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.48% | 20.93% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.68% | 28.81% | -2.13% |
Financials
OCSL vs. PFLT - Financials Comparison
This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and PennantPark Floating Rate Capital Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OCSL vs. PFLT - Profitability Comparison
OCSL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Oaktree Specialty Lending Corporation reported a gross profit of 0.00 and revenue of 66.92M. Therefore, the gross margin over that period was 0.0%.
PFLT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PennantPark Floating Rate Capital Ltd. reported a gross profit of 0.00 and revenue of 29.47M. Therefore, the gross margin over that period was 0.0%.
OCSL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Oaktree Specialty Lending Corporation reported an operating income of 0.00 and revenue of 66.92M, resulting in an operating margin of 0.0%.
PFLT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PennantPark Floating Rate Capital Ltd. reported an operating income of 0.00 and revenue of 29.47M, resulting in an operating margin of 0.0%.
OCSL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Oaktree Specialty Lending Corporation reported a net income of 36.74M and revenue of 66.92M, resulting in a net margin of 54.9%.
PFLT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PennantPark Floating Rate Capital Ltd. reported a net income of 0.00 and revenue of 29.47M, resulting in a net margin of 0.0%.