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OXLC: Oxford Lane Capital Corp (CEF)
Basic Info 5.15 0.05(0.98%) May 03
Asset Class: | Bank Loan |
MyPlanIQ Rating: | (38%) |
Start Date: | 01/21/2011 |
Last Dividend Date: | 04/15/2024 |
12-Mo. Yield | 18.63% |
Expenses | - |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/21/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | 11.0 | 22.5 | 6.2 | 2.1 | 5.9 | 6.5 | 16.4 | -24.9 | 60.5 | -15.7 | -1.0 | 12.9 | 13.5 | 35.2 | -19.9 | 0.2 | 29.0 | 33.0 | -25.7 |
Sharpe Ratio | NA | 1.8 | 0.93 | 0.13 | 0.0 | 0.1 | 0.14 | 0.6 | -0.88 | 2.52 | -0.13 | -0.13 | 0.53 | 0.69 | 0.86 | -0.72 | 0.01 | 1.62 | 1.57 | -1.02 |
Draw Down(%) | NA | 4.9 | 17.3 | 37.2 | 74.6 | 74.6 | 74.6 | 17.9 | 37.2 | 12.0 | 73.8 | 19.4 | 24.7 | 12.8 | 41.7 | 34.3 | 13.4 | 9.6 | 15.5 | 33.1 |
Standard Deviation(%) | NA | 11.7 | 16.2 | 24.2 | 56.8 | 44.4 | 40.1 | 20.6 | 30.1 | 24.0 | 118.0 | 18.2 | 21.8 | 18.7 | 40.6 | 27.8 | 19.4 | 17.9 | 21.2 | 26.5 |
Treynor Ratio | NA | 0.8 | 0.2 | 0.03 | 0.0 | 0.05 | 0.06 | 20.11 | -0.11 | -2.44 | -0.04 | 0.03 | -0.08 | 69.64 | -0.2 | 0.1 | 0.0 | 3.15 | -1.93 | -0.11 |
Alpha | NA | 0.08 | 0.06 | 0.03 | 0.06 | 0.05 | 0.05 | 0.05 | -0.03 | 0.2 | 0.11 | 0.01 | 0.05 | 0.05 | 0.17 | -0.06 | 0.02 | 0.11 | 0.13 | -0.13 |
Beta | NA | 0.26 | 0.75 | 1.07 | 1.62 | 0.97 | 0.95 | 0.01 | 2.39 | -0.25 | 4.17 | -0.77 | -1.37 | 0.0 | -1.79 | -2.01 | -1.44 | 0.09 | -0.17 | 2.37 |
RSquared | NA | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.09 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
Yield(%) | N/A | 6.4 | 18.9 | 13.2 | 9.8 | 9.5 | N/A | 18.4 | 10.4 | 15.3 | 15.4 | 17.0 | 16.4 | 16.9 | 24.1 | 15.9 | 14.2 | 14.0 | 16.2 | 8.8 |
Dividend Growth(%) | N/A | -66.3 | 10.3 | -38.5 | -49.9 | N/A | N/A | 13.1 | 0.0 | -33.3 | -25.0 | 0.0 | -6.7 | -25.0 | 0.0 | -4.0 | 13.6 | 0.0 | 25.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/2011
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