Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLC (Oxford Lane Capital Corp) | -18.15% | -35.42% | -6.07% | -6.43% | 4.89% | 3.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLC (Oxford Lane Capital Corp) | 01/21/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -35.42 | -6.07 | -6.43 | 4.89 | 3.47 | NA | … | … | -18.15 | -24.38 | 24.58 | 16.52 | -24.15 | 60.49 | -15.73 | -0.98 | 12.86 | 13.47 | 35.22 | -19.89 | 0.23 | 29.01 | 33.02 | -25.72 |
| Sharpe Ratio | NA | -1.05 | -0.32 | -0.24 | 0.08 | NA | NA | … | … | -0.89 | -0.91 | 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 |
| Standard Deviation(%) | NA | 35.92 | 26.51 | 26.55 | 44.02 | NA | NA | … | … | 44.17 | 30.07 | 14.54 | 20.59 | 30.07 | 23.98 | 118.04 | 18.20 | 21.83 | 18.75 | 40.59 | 27.84 | 19.36 | 17.90 | 21.15 | 26.55 |
| Draw Down(%) | NA | 53.87 | 57.17 | 57.17 | 74.58 | NA | NA | … | … | 42.22 | 37.99 | 7.46 | 17.91 | 36.83 | 11.95 | 73.85 | 19.37 | 24.65 | 12.77 | 41.72 | 34.34 | 13.44 | 9.61 | 15.48 | 33.15 |
| Yield(%) | 0.00 | 88.49 | 38.63 | 19.68 | 17.69 | 9.60 | 6.94 | … | … | 13.29 | 46.56 | 20.52 | 17.99 | 11.15 | 14.84 | 14.85 | 16.36 | 15.85 | 16.87 | 24.07 | 15.85 | 14.25 | 14.01 | 16.18 | 8.76 |
Data as of 06/04/2026, Common starting date is 01/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLC (Oxford Lane Capital Corp) |
-18.42%
May 2017 – May 2020 |
-10.14%
May 2015 – May 2020 |
4.50%
Feb 2016 – Feb 2026 |
1.44%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLC (Oxford Lane Capital Corp) |
34.08%
Feb 2016 – Feb 2019 |
25.46%
May 2020 – May 2025 |
12.56%
Nov 2011 – Nov 2021 |
3.50%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart