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OXLC: Oxford Lane Capital Corp (CEF)
Basic Info 4.21 0.02(0.48%) July 03
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 01/21/2011 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 20.00% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/21/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | -7.0 | -5.3 | 9.1 | 19.0 | 5.9 | 6.4 | 24.6 | 16.5 | -24.1 | 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 | -0.57 | -0.37 | 0.25 | 0.68 | 0.1 | 0.14 | 1.44 | 0.63 | -0.85 | 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 | 16.1 | 16.1 | 25.7 | 36.8 | 74.6 | 74.6 | 7.5 | 17.9 | 36.8 | 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 | 29.2 | 23.2 | 22.9 | 24.8 | 44.6 | 38.9 | 14.5 | 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 | 0.98 | -2.16 | 0.06 | 0.19 | 0.05 | 0.06 | 0.61 | 32.09 | -0.11 | -2.46 | -0.04 | 0.03 | -0.08 | 69.49 | -0.2 | 0.1 | 0.0 | 3.15 | -1.93 | -0.11 |
| Alpha | NA | -0.05 | -0.02 | 0.03 | 0.07 | 0.05 | 0.05 | 0.08 | 0.06 | -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 | -0.17 | 0.04 | 0.9 | 0.91 | 0.95 | 0.84 | 0.34 | 0.0 | 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 | 0.0 | 0.02 | 0.01 | 0.0 | 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 | 10.6 | 19.6 | 17.2 | 21.9 | 9.6 | N/A | 20.5 | 18.0 | 11.2 | 14.8 | 14.9 | 16.4 | 15.9 | 16.9 | 24.1 | 15.9 | 14.2 | 14.0 | 16.2 | 8.8 |
| Dividend Growth(%) | N/A | -47.1 | 12.5 | -10.7 | -51.2 | N/A | N/A | 9.7 | 3.3 | 10.3 | -33.0 | -24.8 | 0.0 | -10.0 | -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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