OCSL vs. XUHY.L
OCSL (Oaktree Specialty Lending Corporation) is a stock, while XUHY.L (Xtrackers USD High Yield Corporate Bond UCITS ETF 1D) is High Yield Bonds fund tracking the Bloomberg US Corporate High Yield TR USD. Over the past 5 years, OCSL returned 0.33%/yr vs 3.87%/yr for XUHY.L. At a 0.22 correlation, their price movements are largely independent.
Performance
OCSL vs. XUHY.L - Performance Comparison
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Returns By Period
In the year-to-date period, OCSL achieves a -4.33% return, which is significantly lower than XUHY.L's 1.86% return.
OCSL
- 1D
- -1.47%
- 1M
- -0.18%
- YTD
- -4.33%
- 6M
- -4.70%
- 1Y
- -5.66%
- 3Y*
- -4.04%
- 5Y*
- 0.33%
- 10Y*
- 7.88%
XUHY.L
- 1D
- 0.08%
- 1M
- 0.70%
- YTD
- 1.86%
- 6M
- 2.25%
- 1Y
- 7.49%
- 3Y*
- 9.16%
- 5Y*
- 3.87%
- 10Y*
- —
OCSL vs. XUHY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | -4.33% | -6.06% | -15.15% | 11.25% | 3.74% | 44.99% | 11.00% | 38.74% | -4.55% |
XUHY.L Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 1.86% | 9.17% | 7.06% | 13.56% | -11.99% | 3.54% | 5.97% | 15.66% | -1.06% |
Correlation
The correlation between OCSL and XUHY.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2018 | 0.22 |
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Return for Risk
OCSL vs. XUHY.L — Risk / Return Rank
OCSL
XUHY.L
OCSL vs. XUHY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OCSL | XUHY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.30 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 2.94 | -3.23 |
| Martin ratioReturn relative to average drawdown | -0.62 | 12.79 | -13.41 |
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Drawdowns
OCSL vs. XUHY.L - Drawdown Comparison
The maximum OCSL drawdown since its inception was -59.52%, which is greater than XUHY.L's maximum drawdown of -22.80%. Use the drawdown chart below to compare losses from any high point for OCSL and XUHY.L.
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Drawdown Indicators
| OCSL | XUHY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -22.80% | -36.72% |
Max Drawdown (1Y)Largest decline over 1 year | -19.77% | -2.54% | -17.23% |
Max Drawdown (3Y)Largest decline over 3 years | -34.16% | -4.74% | -29.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.16% | -16.57% | -17.59% |
Max Drawdown (10Y)Largest decline over 10 years | -57.32% | — | — |
Current DrawdownCurrent decline from peak | -27.70% | -0.46% | -27.24% |
Average DrawdownAverage peak-to-trough decline | -16.69% | -2.91% | -13.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.15% | 0.58% | +8.57% |
Volatility
OCSL vs. XUHY.L - Volatility Comparison
Oaktree Specialty Lending Corporation (OCSL) has a higher volatility of 6.58% compared to Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.L) at 1.35%. This indicates that OCSL's price experiences larger fluctuations and is considered to be riskier than XUHY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCSL | XUHY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 1.35% | +5.23% |
Volatility (6M)Calculated over the trailing 6-month period | 17.82% | 3.67% | +14.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 4.51% | +17.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 7.58% | +12.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.89% | 8.62% | +18.27% |
Dividends
OCSL vs. XUHY.L - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 13.49%, more than XUHY.L's 6.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 13.49% | 13.27% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.84% |
XUHY.L Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 6.62% | 6.29% | 7.63% | 5.89% | 6.12% | 9.56% | 5.49% | 4.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OCSL and XUHY.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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