OCSL vs ANNX

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

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

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

OCSL vs ANNX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

OCSL

$1.05B

Winner

ANNX

$1.05B

Max Drawdown

Winner

OCSL

83.08%

ANNX

96.06%

Sharpe Ratio

OCSL

-0.24

Winner

ANNX

1.33

5Y Beta

Winner

OCSL

0.63

ANNX

1.25

Industry

OCSL

Asset Management

ANNX

Biotechnology

P/E Ratio

OCSL

21.06

Winner

ANNX

-4.17

Forward P/E

OCSL

9.43

ANNX

N/A

PEG Ratio

OCSL

0.07

Winner

ANNX

-0.26

Dividend Yield

OCSL

13.10%

ANNX

N/A

5Y Dividends CAGR

OCSL

10.13%

ANNX

N/A

Debt to Equity

OCSL

107.21%

Winner

ANNX

0.00%

Free Cash Flow Yield

Winner

OCSL

6.66%

ANNX

-17.50%

P/S Ratio

OCSL

3.51

ANNX

N/A

P/B Ratio

Winner

OCSL

0.75

ANNX

4.30

OCSL vs ANNX - Historical Returns

Returns include dividend reinvestment.

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

Winner

OCSL

-1.97%

ANNX

-7.52%

Winner

OCSL

+7.87%

ANNX

-2.58%

OCSL

-6.62%

Winner

ANNX

+14.75%

OCSL

-4.01%

Winner

ANNX

+107.45%

5Y(CAGR)

Winner

OCSL

+0.84%

ANNX

-24.45%

10Y(CAGR)

OCSL

+7.90%

ANNX

N/A

Max(CAGR)

Winner

OCSL

+4.35%

ANNX

-18.66%

OCSL vs ANNX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

OCSL vs ANNX Drawdown Comparison

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

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

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

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