Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

OCSL Relative to the S&P 500

OCSL Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Oaktree Specialty Lending Corporation (NASD:OCSL) seasonal charts above shows that a Buy Date of May 5 and a Sell Date of September 3 has resulted in a geometric average return of 1.72% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 12 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 17 years by an average of 8.4% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Oaktree Specialty Lending Corp., is a closed-end investment fund, which engages in the provision of credit solutions to companies with limited access to public or syndicated capital markets. Its objective is to generate current income and capital appreciation by providing companies with solutions including first and second lien loans, unsecured and mezzanine loans, and preferred equity. The company was founded on February 15, 2007 and is headquartered in Los Angeles, CA.

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Stocks mentioned in this post: OCSL