The total return over the past 12 months is +3.26% vs. +16.94% for the S&P 500. So far it's up +1.74% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (8.54%) | (14.41%) | (11.07%) | (3.85%) | (5.54%) | N/A |
| Total Return CAGR | +3.26% | (3.24%) | +0.13% | +6.24% | +4.85% | N/A |
| Revenue CAGR | +77.05% | +14.01% | +30.70% | +35.32% | +9.68% | N/A |
| Net Income CAGR | (8.69%) | (20.66%) | (31.07%) | N/A | +2.30% | N/A |
| EPS CAGR | (13.32%) | (6.69%) | (14.02%) | +2.66% | (8.47%) | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +20.94% | +75.63% | +71.00% | N/A | N/A | N/A |
| Dividends CAGR | (23.20%) | (11.58%) | +6.82% | (2.04%) | (4.00%) | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Oaktree Specialty Lending Corporation (OCSL)
| Year | Start price | End price | OCSL Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $12.74 | $11.83 | +1.74% | +14.51% | (12.77%) |
| 2025 | $15.28 | $12.74 | (5.94%) | +17.72% | (23.66%) |
| 2024 | $20.42 | $15.28 | (15.14%) | +24.89% | (40.03%) |
| 2023 | $20.61 | $20.42 | +11.20% | +26.19% | (14.99%) |
| 2022 | $22.38 | $20.61 | +3.75% | (18.17%) | +21.92% |
| 2021 | $16.71 | $22.38 | +44.99% | +28.74% | +16.25% |
| 2020 | $16.38 | $16.71 | +11.16% | +18.37% | (7.21%) |
| 2019 | $12.69 | $16.38 | +38.61% | +31.22% | +7.39% |
| 2018 | $14.67 | $12.69 | (6.31%) | (4.56%) | (1.75%) |
| 2017 | $16.11 | $14.67 | (1.56%) | +21.70% | (23.26%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
