ANNX vs OCSL

Comparison between Annexon Inc (ANNX, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

ANNX is from the Healthcare sector, while OCSL is from the Financial Services sector.

5-Year PerformanceOCSL has outperformed ANNX, delivering a return of +0.8% compared to -24.5%

ANNX vs OCSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ANNX(COMPANY)	OCSL(COMPANY)
Market Cap	$1.05B	$1.05B
Max Drawdown	96.06%	83.08%
Sharpe Ratio	1.33	-0.24
5Y Beta	1.25	0.63
Industry	Biotechnology	Asset Management
P/E Ratio	-4.17	21.06
Forward P/E	N/A	9.43
PEG Ratio	-0.26	0.07
Dividend Yield	N/A	13.10%
5Y Dividends CAGR	N/A	10.13%
Debt to Equity	0.00%	107.21%
Free Cash Flow Yield	-17.50%	6.66%
P/S Ratio	N/A	3.51
P/B Ratio	4.30	0.75

Market Cap

Winner

ANNX

$1.05B

OCSL

$1.05B

Max Drawdown

ANNX

96.06%

Winner

OCSL

83.08%

Sharpe Ratio

Winner

ANNX

1.33

OCSL

-0.24

5Y Beta

ANNX

1.25

Winner

OCSL

0.63

Industry

ANNX

Biotechnology

OCSL

Asset Management

P/E Ratio

Winner

ANNX

-4.17

OCSL

21.06

Forward P/E

ANNX

N/A

OCSL

9.43

PEG Ratio

Winner

ANNX

-0.26

OCSL

0.07

Dividend Yield

ANNX

N/A

OCSL

13.10%

5Y Dividends CAGR

ANNX

N/A

OCSL

10.13%

Debt to Equity

Winner

ANNX

0.00%

OCSL

107.21%

Free Cash Flow Yield

ANNX

-17.50%

Winner

OCSL

6.66%

P/S Ratio

ANNX

N/A

OCSL

3.51

P/B Ratio

ANNX

4.30

Winner

OCSL

0.75

ANNX vs OCSL - Historical Returns

Returns include dividend reinvestment.

Period	ANNX	OCSL
1 month	-7.52%	-1.97%
3 months	-2.58%	+7.87%
6 months	+14.75%	-6.62%
1 year	+107.45%	-4.01%
5 years(CAGR)	-24.45%	+0.84%
10 years(CAGR)	N/A	+7.90%
Max(CAGR)	-18.66%	+4.35%

ANNX

-7.52%

Winner

OCSL

-1.97%

ANNX

-2.58%

Winner

OCSL

+7.87%

Winner

ANNX

+14.75%

OCSL

-6.62%

Winner

ANNX

+107.45%

OCSL

-4.01%

5Y(CAGR)

ANNX

-24.45%

Winner

OCSL

+0.84%

10Y(CAGR)

ANNX

N/A

OCSL

+7.90%

Max(CAGR)

ANNX

-18.66%

Winner

OCSL

+4.35%

ANNX vs OCSL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ANNX	OCSL
2026	+12.79%	-2.81%
2025	-8.73%	-6.12%
2024	+5.99%	-15.06%
2023	-5.22%	+9.45%
2022	-56.70%	+2.78%
2021	-51.94%	+44.21%
2020	+40.93%	+10.76%
2019	N/A	+35.10%
2018	N/A	-8.00%
2017	N/A	-3.11%
2016	N/A	-4.15%
2015	N/A	-12.54%
2014	N/A	-3.03%
2013	N/A	-4.19%
2012	N/A	+19.05%
2011	N/A	-12.65%
2010	N/A	+20.91%
2009	N/A	+55.20%
2008	N/A	-30.03%

ANNX vs OCSL Drawdown Comparison

The maximum drawdown for ANNX was -96.06%, occurring on Apr 10, 2025. This drawdown has not yet recovered.

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The current ANNX drawdown is -84.89%. The current OCSL drawdown is -26.58%.

Rank	ANNX	OCSL
#1	-96.06% Mar 16, 2021 - Apr 10, 2025	-59.39% Jul 10, 2014 - Nov 25, 2020
#2	-31.37% Oct 16, 2020 - Dec 23, 2020	-53.81% Jun 17, 2008 - Jun 26, 2009
#3	-27.99% Dec 23, 2020 - Feb 22, 2021	-35.63% Feb 18, 2011 - Apr 10, 2013
#4	-25.64% Aug 12, 2020 - Sep 30, 2020	-34.08% Jan 26, 2024 - Mar 13, 2026
#5	-13.04% Feb 22, 2021 - Mar 11, 2021	-24.65% May 13, 2010 - Jan 26, 2011
#6	-10.78% Sep 30, 2020 - Oct 16, 2020	-17.54% Jan 12, 2022 - Dec 29, 2022
#7	-3.12% Aug 3, 2020 - Aug 5, 2020	-14.95% Sep 21, 2009 - Dec 29, 2009
#8	-3.02% Aug 5, 2020 - Aug 10, 2020	-14.28% Jan 12, 2023 - Jul 24, 2023
#9	-2.83% Jul 29, 2020 - Aug 3, 2020	-14.25% Jul 25, 2013 - Jul 7, 2014
#10	-1.46% Jul 24, 2020 - Jul 28, 2020	-14.01% Jun 26, 2009 - Aug 21, 2009
#11	-0.38% Mar 11, 2021 - Mar 15, 2021	-10.90% Jan 19, 2010 - Mar 8, 2010
#12	N/A	-10.76% Aug 21, 2009 - Sep 16, 2009
#13	N/A	-9.65% Apr 23, 2010 - May 12, 2010
#14	N/A	-9.03% May 8, 2013 - Jul 15, 2013
#15	N/A	-8.17% Sep 18, 2023 - Dec 8, 2023