Over the latest trailing 12-month period, total return cagr is +3.26%. The comparable SPY value is +16.94%. Year-to-date total return is +1.74%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OCSL
$22,450
(2.2x return)
Invested on Jun 12, 2008
Growth of $10,000 in SPY (S&P 500)
$80,774
(8.1x return)
Invested on Jun 12, 2008
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+1.7%
1-Year Total Return
+3.3%
Current Dividend Yield
12.40%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (8.5%) | +3.3% | +11.8% |
| 3 Years | (14.4%) | (3.2%) | +11.2% |
| 5 Years | (11.1%) | +0.1% | +11.2% |
| 10 Years | (3.9%) | +6.2% | +10.1% |
| 15 Years | (5.5%) | +4.8% | +10.4% |
| 20 Years | N/A | N/A | N/A |
