Oaktree Specialty Lending (OCSL) Total Return Calculator
$10,000 since Jun 2008, with and without reinvesting · data through Oct 2026
$10,000 invested in Oaktree Specialty Lending (OCSL) ten years ago, at the end of Oct 2016, was worth $20,099 at the end of Oct 2026 with every dividend reinvested: 7.2% a year, against $41,633 in the S&P 500. Since Jun 2008, $10,000 became $26,799 reinvested (5.5% a year), or $17,780 taking the dividends as cash, $13,848 of it paid out along the way.
OCSL became
$26,799
S&P 500: $82,296
Return a year
5.5%
S&P 500: 12.2%
Payouts reinvested
$35,923
bought more shares
Worst drop
-44.4%
S&P 500: -41.8%
$10,000, Jun 2008 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | OCSL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +4.4% | $2,261 | +11.7% |
| 2025 | −6.1% | $3,124 | +17.7% |
| 2024 | −15.1% | $3,674 | +24.9% |
| 2023 | +11.1% | $3,406 | +26.2% |
| 2022 | +3.8% | $3,218 | −18.2% |
| 2021 | +44.7% | $1,976 | +28.7% |
| 2020 | +11.1% | $1,306 | +18.3% |
| 2019 | +38.8% | $1,207 | +31.2% |
| 2018 | −6.4% | $1,033 | −4.6% |
| 2017 | −1.5% | $1,088 | +21.7% |
| 2016 | −3.9% | $1,684 | +12.0% |
| 2015 | −12.0% | $1,410 | +1.2% |
| 2014 | −3.6% | $1,889 | +13.5% |
| 2013 | −1.6% | $1,844 | +32.3% |
| 2012 | +21.8% | $1,751 | +16.0% |
| 2011 | −12.5% | $1,633 | +1.9% |
| 2010 | +24.8% | $1,435 | +15.1% |
| 2009 | +54.0% | $984 | +26.4% |
| 2008 (part) | −17.4% | $998 | −28.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: OCSL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Oaktree Specialty Lending (OCSL) at the end of Jun 2008, with dividends reinvested, was worth $26,799 at the end of Oct 2026: 5.5% a year, against $82,296 (12.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, OCSL turned $10,000 into $20,099 with dividends reinvested, 7.2% a year.
- Over the 5 years to Oct 2026, OCSL returned -0.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking OCSL's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,780, including $13,848 of cash received; reinvesting added $9,019.
- OCSL's best calendar year in that time was 2009 (54.0%) and its worst 2024 (-15.1%), with dividends reinvested.
Cite this page
SmarterDividends, "Oaktree Specialty Lending (OCSL) Total Return Calculator," updated Nov 9, 2026, https://smarterdividends.com/stocks/OCSL/total-return
OCSL total return questions
If I invested $10,000 in OCSL 10 years ago, how much would I have?
About $20,099 at the end of Oct 2026, with every dividend reinvested: 7.2% a year. Taking them as cash, you'd have shares worth $7,508 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is OCSL's total return since Jun 2008?
168% in total, or 5.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 61%.
How much of OCSL's return came from dividends?
About 100% of its yearly return since Jun 2008. Reinvesting them, rather than taking cash, left you $9,019 better off on a $10,000 start.
What was OCSL's worst year?
2024, at -15.1% with dividends reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -44.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.