Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCSL (Oaktree Specialty Lending Corporation) | -0.50% | -1.51% | -2.52% | 1.31% | 8.49% | 3.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCSL (Oaktree Specialty Lending Corporation) | 06/13/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | -1.51 | -2.52 | 1.31 | 8.49 | 3.43 | NA | … | … | -0.50 | -5.69 | -15.15 | 11.25 | 3.74 | 44.89 | 11.00 | 38.61 | -6.31 | 1.13 | -2.67 | -11.77 | -2.23 | -1.41 | 21.94 | -12.62 | 24.85 | 54.17 | -30.78 |
| Sharpe Ratio | NA | -0.47 | -0.29 | -0.08 | 0.25 | NA | NA | … | … | -0.34 | -0.38 | -1.05 | 0.43 | 0.11 | 2.88 | 0.20 | 2.43 | -0.38 | 0.01 | -0.09 | -0.44 | -0.16 | -0.09 | 1.22 | -0.38 | 0.82 | 1.08 | -0.61 |
| Standard Deviation(%) | NA | 21.44 | 20.37 | 19.91 | 27.06 | NA | NA | … | … | 26.05 | 23.08 | 17.95 | 17.83 | 20.82 | 15.60 | 53.67 | 15.31 | 20.14 | 36.56 | 30.66 | 26.97 | 13.82 | 15.71 | 18.17 | 32.98 | 30.20 | 49.84 | 80.37 |
| Draw Down(%) | NA | 19.77 | 34.16 | 34.16 | 57.32 | NA | NA | … | … | 14.62 | 18.00 | 22.74 | 14.22 | 17.54 | 5.46 | 57.32 | 10.19 | 15.85 | 28.65 | 28.14 | 29.79 | 17.08 | 14.24 | 11.19 | 35.61 | 24.65 | 20.66 | 53.81 |
| Yield(%) | 0.00 | 11.51 | 10.52 | 22.99 | 20.15 | 8.40 | 7.58 | … | … | 3.14 | 11.04 | 10.78 | 32.52 | 10.82 | 9.82 | 7.39 | 8.76 | 7.43 | 9.76 | 12.17 | 8.56 | 12.17 | 10.32 | 11.76 | 9.70 | 10.34 | 10.27 | 8.24 |
Data as of 06/04/2026, Common starting date is 06/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSL (Oaktree Specialty Lending Corporation) |
-14.41%
May 2014 – May 2017 |
-8.98%
Feb 2011 – Feb 2016 |
-2.33%
Mar 2010 – Mar 2020 |
1.89%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCSL (Oaktree Specialty Lending Corporation) |
37.20%
Mar 2020 – Mar 2023 |
21.90%
Mar 2020 – Mar 2025 |
8.59%
Oct 2015 – Oct 2025 |
11.48%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart