Oaktree Capital Management

Oaktree

Annualized+12.29%
Alpha-1.03%
Total Return+358.90%
Start Date2013-07-16
Years Tracked13y 1m 27d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown66.64%
Recovery Period3y 7m 20d
Sharpe Ratio0.53
Composite RankRank #94Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-13