Performance analysis of Oaktree Capital Group LLC (OAK-P-A)
Annual Return
Over the past 3 years, OAK-P-A has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, OAK-P-A has had an average annual return of +1.78%, underperforming the benchmark SPY, which returned +12.50% annual.
Since May 11, 2018, OAK-P-A has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +14.66% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.05% | +4.02% | +8.20% | +9.03% | -14.40% | +3.04% | +8.73% | +25.02% | -3.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.87% | +0.06% | -5.47% | +3.13% | +0.79% | +1.25% | +0.63% | +4.05% | |||||
| 2025 | +1.19% | +2.93% | -3.15% | -4.55% | +2.89% | +10.74% | -4.65% | -0.62% | +2.76% | -0.73% | +0.05% | -1.96% | +4.02% |
| 2024 | +6.24% | -0.60% | +6.46% | -8.78% | +0.52% | +1.02% | +2.07% | +6.24% | +7.52% | -1.84% | -5.56% | -3.88% | +8.20% |
| 2023 | +11.78% | +1.73% | -11.46% | +6% | -0.74% | +2.61% | +0.75% | -2.24% | -1.80% | -9.77% | +10.96% | +3.58% | +9.03% |
| 2022 | -0.41% | -1.26% | +0.62% | -1.62% | -0.42% | -2.00% | +6.65% | -5.98% | -2.64% | +0.60% | +6.51% | -13.85% | -14.40% |
| 2021 | +0.07% | -3.54% | +1.60% | +0.75% | +2.29% | +2.59% | +0.58% | -0.31% | -2.27% | +0.26% | -0.99% | +2.14% | +3.04% |
| 2020 | +1.41% | -2.06% | -15.22% | +16.30% | +2.48% | -3.47% | +7.23% | +3.45% | -3.98% | +0.67% | +3.61% | +1.03% | +8.73% |
| 2019 | +8.02% | +2.20% | +0.28% | +1.48% | +2.26% | +1.26% | +3.83% | +0.08% | +1.47% | +0.57% | +2.57% | -1.18% | +25.02% |
| 2018 | +0.93% | +0.76% | +2.71% | +0.52% | -1.18% | +0.28% | -1.62% | -5.56% | -3.33% |
Drawdown analysis of Oaktree Capital Group LLC (OAK-P-A)
The maximum drawdown for the OAK-P-A was -29.89%, occurring on Mar 23, 2020. Recovery took 91 trading sessions.
The current OAK-P-A drawdown is -3.56%.
Since May 11, 2018 OAK-P-A has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.89% | Feb 20, 2020 | 22 | Mar 23, 2020 | 91 | Jul 31, 2020 | 113 |
| -21.39% | Aug 3, 2022 | 312 | Oct 30, 2023 | 93 | Mar 14, 2024 | 405 |
| -16.04% | Sep 30, 2024 | 133 | Apr 11, 2025 | Ongoing | Ongoing | Ongoing |
| -11.51% | Aug 22, 2018 | 83 | Dec 20, 2018 | 36 | Feb 13, 2019 | 119 |
| -10.50% | Mar 21, 2024 | 48 | May 30, 2024 | 67 | Sep 5, 2024 | 115 |
| -10.47% | Sep 1, 2021 | 196 | Jun 13, 2022 | 34 | Aug 2, 2022 | 230 |
| -5.97% | Oct 7, 2020 | 15 | Oct 28, 2020 | 8 | Nov 9, 2020 | 23 |
| -5.02% | Feb 2, 2021 | 16 | Feb 25, 2021 | 65 | May 28, 2021 | 81 |
| -4.28% | Aug 31, 2020 | 17 | Sep 24, 2020 | 8 | Oct 6, 2020 | 25 |
| -3.33% | Nov 9, 2020 | 42 | Jan 11, 2021 | 14 | Feb 1, 2021 | 56 |
| -2.71% | Jul 29, 2019 | 8 | Aug 8, 2019 | 15 | Aug 29, 2019 | 23 |
| -2.70% | Nov 27, 2019 | 3 | Dec 3, 2019 | 22 | Jan 6, 2020 | 25 |
| -2.22% | Sep 11, 2019 | 2 | Sep 13, 2019 | 21 | Oct 14, 2019 | 23 |
| -2.15% | Jan 22, 2020 | 4 | Jan 28, 2020 | 16 | Feb 20, 2020 | 20 |
| -2.14% | Jul 11, 2018 | 9 | Jul 24, 2018 | 19 | Aug 20, 2018 | 28 |
| -1.85% | Jun 4, 2021 | 8 | Jun 16, 2021 | 9 | Jun 29, 2021 | 17 |
| -1.62% | Jul 6, 2021 | 12 | Jul 22, 2021 | 6 | Jul 30, 2021 | 18 |
| -1.58% | Sep 5, 2024 | 1 | Sep 6, 2024 | 4 | Sep 12, 2024 | 5 |
| -1.54% | Mar 5, 2019 | 18 | Mar 29, 2019 | 8 | Apr 10, 2019 | 26 |
| -1.51% | Aug 12, 2020 | 3 | Aug 17, 2020 | 8 | Aug 27, 2020 | 11 |
| -1.29% | Jul 30, 2021 | 17 | Aug 24, 2021 | 6 | Sep 1, 2021 | 23 |
| -1.20% | Nov 19, 2019 | 2 | Nov 21, 2019 | 2 | Nov 25, 2019 | 4 |
| -1.14% | Jun 15, 2018 | 8 | Jun 27, 2018 | 8 | Jul 10, 2018 | 16 |
| -1.04% | Nov 4, 2019 | 4 | Nov 8, 2019 | 3 | Nov 13, 2019 | 7 |
| -0.93% | Oct 23, 2019 | 3 | Oct 28, 2019 | 5 | Nov 4, 2019 | 8 |