Performance analysis of Oaktree Capital Group LLC (OAK-P-B)
Annual Return
Over the past 3 years, OAK-P-B has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, OAK-P-B has had an average annual return of +1.31%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Aug 3, 2018, OAK-P-B has had an average annual return of +4.58%, underperforming the benchmark SPY, which returned +14.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.63% | +7.32% | +4.97% | +7.13% | -13.68% | +1.16% | +9.06% | +26.82% | -6.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.36% | +1.71% | -5.86% | +1.48% | +1.31% | +1.95% | -0.10% | +4.63% | |||||
| 2025 | +6% | +0.97% | -4.73% | -2.02% | +7.42% | +1.73% | -2.34% | +2.53% | +0.89% | -0.74% | +0.14% | -2.10% | +7.32% |
| 2024 | +6.77% | +0.88% | +3.02% | -7.25% | +0.14% | +1.09% | +2.95% | +4% | +5.66% | -0.71% | -2.34% | -8.14% | +4.97% |
| 2023 | +12.17% | +1.50% | -12.96% | +7.45% | +1.34% | +0.32% | -1.12% | -1.45% | -1.27% | -10.44% | +12.76% | +1.87% | +7.13% |
| 2022 | +0.53% | -1.47% | +2.37% | -5.39% | +3.36% | -6.82% | +8.63% | -4.25% | -0.83% | -3.46% | +8.41% | -13.48% | -13.68% |
| 2021 | -0.90% | -4.66% | +3.60% | +0.56% | +2.75% | +3.34% | -0.39% | -1.33% | -1.46% | +1.68% | -1.65% | -0.08% | +1.16% |
| 2020 | +2.67% | -4.11% | -16.10% | +16.45% | +2.81% | -1.27% | +5% | +3.49% | -3.90% | +1.71% | +3.77% | +1.35% | +9.06% |
| 2019 | +8.73% | +2.27% | +0.12% | +1.33% | +2.34% | +2.28% | +3.32% | -0.27% | +1.40% | +0.71% | +1.66% | +0.41% | +26.82% |
| 2018 | +0.89% | -0.60% | +1.13% | -2.59% | -5.14% | -6.30% |
Drawdown analysis of Oaktree Capital Group LLC (OAK-P-B)
The maximum drawdown for the OAK-P-B was -29.17%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current OAK-P-B drawdown is -3.66%.
Since Aug 3, 2018 OAK-P-B has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.17% | Jan 23, 2020 | 41 | Mar 23, 2020 | 92 | Aug 3, 2020 | 133 |
| -23.00% | Jun 30, 2021 | 587 | Oct 30, 2023 | 97 | Mar 20, 2024 | 684 |
| -12.65% | Oct 3, 2024 | 137 | Apr 23, 2025 | 42 | Jun 24, 2025 | 179 |
| -12.60% | Dec 7, 2018 | 9 | Dec 20, 2018 | 34 | Feb 11, 2019 | 43 |
| -9.75% | Mar 21, 2024 | 16 | Apr 15, 2024 | 104 | Sep 12, 2024 | 120 |
| -7.03% | Mar 19, 2026 | 9 | Apr 1, 2026 | 41 | Jun 1, 2026 | 50 |
| -6.93% | Jun 25, 2025 | 20 | Jul 24, 2025 | 149 | Feb 26, 2026 | 169 |
| -6.02% | Dec 21, 2020 | 45 | Feb 26, 2021 | 64 | May 28, 2021 | 109 |
| -5.57% | Oct 7, 2020 | 15 | Oct 28, 2020 | 8 | Nov 9, 2020 | 23 |
| -4.17% | Oct 31, 2018 | 14 | Nov 20, 2018 | 11 | Dec 7, 2018 | 25 |
| -4.06% | Jun 1, 2026 | 36 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -4.05% | Sep 1, 2020 | 20 | Sep 30, 2020 | 4 | Oct 6, 2020 | 24 |
| -3.57% | Jul 29, 2019 | 8 | Aug 8, 2019 | 21 | Sep 9, 2019 | 29 |
| -3.27% | Aug 21, 2018 | 31 | Oct 4, 2018 | 19 | Oct 31, 2018 | 50 |
| -2.85% | Feb 26, 2026 | 6 | Mar 6, 2026 | 9 | Mar 19, 2026 | 15 |
| -2.49% | Dec 13, 2019 | 11 | Dec 31, 2019 | 13 | Jan 21, 2020 | 24 |
| -2.46% | Nov 27, 2019 | 2 | Dec 2, 2019 | 7 | Dec 11, 2019 | 9 |
| -2.29% | Nov 10, 2020 | 15 | Dec 2, 2020 | 12 | Dec 18, 2020 | 27 |
| -1.90% | Oct 21, 2019 | 13 | Nov 7, 2019 | 12 | Nov 25, 2019 | 25 |
| -1.88% | Aug 13, 2020 | 6 | Aug 21, 2020 | 6 | Aug 31, 2020 | 12 |
| -1.46% | Sep 11, 2019 | 2 | Sep 13, 2019 | 6 | Sep 23, 2019 | 8 |
| -1.41% | Feb 13, 2019 | 1 | Feb 14, 2019 | 5 | Feb 22, 2019 | 6 |
| -1.40% | Mar 1, 2019 | 7 | Mar 12, 2019 | 1 | Mar 13, 2019 | 8 |
| -1.38% | Sep 27, 2019 | 8 | Oct 9, 2019 | 3 | Oct 14, 2019 | 11 |
| -1.26% | Sep 19, 2024 | 4 | Sep 25, 2024 | 6 | Oct 3, 2024 | 10 |