Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCSI (Oaktree Strategic Income Corporation) | NA | 52.51% | 10.17% | 11.40% | NA | NA | NA | … | … |
Data as of 03/19/2021, Common starting date is 07/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCSI (Oaktree Strategic Income Corporation) | 07/15/2013 | 03/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 52.51 | 10.17 | 11.40 | NA | NA | NA | … | … | 11.73 | 2.40 | 10.46 | -7.74 | -3.56 | 1.63 | -16.14 | -22.81 | -8.69 |
| Sharpe Ratio | NA | 1.46 | 0.37 | 0.45 | NA | NA | NA | … | … | 3.79 | 0.06 | 0.76 | -0.56 | -0.17 | 0.06 | -0.86 | -1.23 | -1.11 |
| Standard Deviation(%) | NA | 35.92 | 24.71 | 23.71 | NA | NA | NA | … | … | 18.30 | 37.71 | 12.03 | 16.11 | 25.47 | 24.65 | 18.85 | 18.62 | 15.87 |
| Draw Down(%) | NA | 23.96 | 44.97 | 44.97 | NA | NA | NA | … | … | 3.77 | 44.97 | 5.65 | 13.62 | 27.75 | 22.72 | 32.49 | 34.08 | 9.72 |
| Yield(%) | 0.00 | 9.15 | 7.44 | 9.07 | 4.11 | 2.74 | 2.06 | … | … | 2.00 | 6.66 | 7.93 | 7.06 | 8.46 | 10.38 | 10.47 | 8.33 | 1.45 |
Data as of 03/19/2021, Common starting date is 07/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSI (Oaktree Strategic Income Corporation) |
-10.25%
May 2014 – May 2017 |
-3.94%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSI (Oaktree Strategic Income Corporation) |
14.19%
Jan 2016 – Jan 2019 |
10.76%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart