OCSL vs SBR
Comparison between Oaktree Specialty Lending Corp (OCSL, Company) and Sabine Royalty Trust (SBR, Company).
OCSL is from the Financial Services sector, while SBR is from the Energy sector.
5-Year PerformanceSBR has outperformed OCSL, delivering a return of +24.4% compared to +2.0%
OCSL vs SBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OCSL vs SBR - Historical Returns
Returns include dividend reinvestment.
OCSL vs SBR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OCSL | SBR |
|---|---|---|
| 2026 | +4.28% | +8.53% |
| 2025 | -6.12% | +13.39% |
| 2024 | -15.06% | +3.87% |
| 2023 | +9.45% | -6.00% |
| 2022 | +2.78% | +129.40% |
| 2021 | +44.21% | +56.07% |
| 2020 | +10.76% | -25.04% |
| 2019 | +35.10% | +7.90% |
| 2018 | -8.00% | -11.17% |
| 2017 | -3.11% | +30.97% |
| 2016 | -4.15% | +43.21% |
| 2015 | -12.54% | -24.21% |
| 2014 | -3.03% | -23.09% |
| 2013 | -4.19% | +34.34% |
| 2012 | +19.05% | -33.25% |
| 2011 | -12.65% | +11.85% |
| 2010 | +20.91% | +55.04% |
| 2009 | +55.20% | +5.92% |
| 2008 | -30.03% | +1.81% |
| 2007 | N/A | +14.25% |
| 2006 | N/A | +0.15% |
| 2005 | N/A | +40.40% |
| 2004 | N/A | +35.89% |
| 2003 | N/A | +39.19% |
| 2002 | N/A | +18.48% |
| 2001 | N/A | +30.92% |
| 2000 | N/A | +57.79% |
| 1999 | N/A | -7.10% |
OCSL vs SBR Drawdown Comparison
The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.
The maximum drawdown for SBR was -56.32%, occurring on Jan 19, 2016. Recovery took 985 trading sessions.
The current OCSL drawdown is -21.22%. The current SBR drawdown is -6.02%.
| Rank | OCSL | SBR |
|---|---|---|
| #1 | -59.39% Jul 10, 2014 - Nov 25, 2020 | -56.32% Jun 19, 2014 - May 17, 2018 |
| #2 | -53.81% Jun 17, 2008 - Jun 26, 2009 | -55.56% Jul 14, 2008 - Nov 5, 2010 |
| #3 | -35.63% Feb 18, 2011 - Apr 10, 2013 | -50.73% Apr 24, 2019 - Oct 7, 2021 |
| #4 | -34.08% Jan 26, 2024 - Mar 13, 2026 | -40.24% May 2, 2002 - Oct 1, 2002 |
| #5 | -24.65% May 13, 2010 - Jan 26, 2011 | -37.20% Feb 21, 2012 - May 29, 2014 |
| #6 | -17.54% Jan 12, 2022 - Dec 29, 2022 | -34.53% Jun 8, 2022 - Oct 6, 2022 |
| #7 | -14.95% Sep 21, 2009 - Dec 29, 2009 | -34.03% Jan 17, 2023 - Aug 22, 2025 |
| #8 | -14.28% Jan 12, 2023 - Jul 24, 2023 | -32.70% May 21, 2018 - Mar 13, 2019 |
| #9 | -14.25% Jul 25, 2013 - Jul 7, 2014 | -28.48% Dec 1, 2006 - Nov 6, 2007 |
| #10 | -14.01% Jun 26, 2009 - Aug 21, 2009 | -23.96% Jun 1, 2001 - Apr 1, 2002 |
| #11 | -10.90% Jan 19, 2010 - Mar 8, 2010 | -21.33% Apr 29, 2011 - Nov 11, 2011 |
| #12 | -10.76% Aug 21, 2009 - Sep 16, 2009 | -21.15% Feb 15, 2000 - Apr 26, 2000 |
| #13 | -9.65% Apr 23, 2010 - May 12, 2010 | -20.84% Nov 6, 2007 - Feb 28, 2008 |
| #14 | -9.03% May 8, 2013 - Jul 15, 2013 | -20.00% Oct 3, 2005 - Aug 30, 2006 |
| #15 | -8.17% Sep 18, 2023 - Dec 8, 2023 | -18.73% Oct 8, 2004 - Mar 2, 2005 |
Correlation
Correlation between OCSL and SBR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
OCSL vs SBR dividend yield comparison.
| Year | OCSL | SBR |
|---|---|---|
| 2026 | 5.95% | 3.60% |
| 2025 | 13.27% | 7.53% |
| 2024 | 14.40% | 8.41% |
| 2023 | 11.12% | 9.41% |
| 2022 | 11.86% | 10.13% |
| 2021 | 7.37% | 7.72% |
| 2020 | 7.27% | 8.59% |
| 2019 | 6.96% | 7.49% |
| 2018 | 8.75% | 8.98% |
| 2017 | 8.38% | 5.31% |
| 2016 | 13.41% | 5.50% |
| 2015 | 10.84% | 11.82% |
| 2014 | 12.90% | 11.45% |
| 2013 | 11.93% | 7.75% |
| 2012 | 11.03% | 9.30% |
| 2011 | 12.25% | 6.29% |
| 2010 | 9.44% | 6.22% |
| 2009 | 7.17% | 6.81% |
| 2008 | 13.38% | 14.74% |
| 2007 | 0.00% | 8.98% |
| 2006 | 0.00% | 10.00% |
| 2005 | 0.00% | 7.53% |
| 2004 | 0.00% | 7.75% |
| 2003 | 0.00% | 10.42% |
| 2002 | 0.00% | 7.94% |
| 2001 | 0.00% | 13.12% |
| 2000 | 0.00% | 12.19% |
| 1999 | 0.00% | 1.64% |
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