Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OXLC (Oxford Lane Capital Corp) | -16.23% | -16.78% | -0.38% | 15.53% | 5.27% | NA | NA | 5.76% |
Data as of 07/29/2025, AR inception is 01/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLC (Oxford Lane Capital Corp) | 01/21/2011 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.78 | -16.78 | -0.38 | 15.53 | 5.27 | NA | NA | 5.76 | -16.23 | 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 | -0.84 | -0.10 | 0.55 | 0.08 | NA | NA | 0.11 | -1.05 | 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 | 25.60 | 23.53 | 25.08 | 44.75 | NA | NA | 38.98 | 31.77 | 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 | 25.36 | 25.66 | 36.83 | 74.58 | NA | NA | 74.58 | 25.36 | 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 | 19.42 | 14.77 | 22.18 | 10.00 | 8.01 | 6.01 | 8.58 | 12.38 | 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 07/29/2025, AR inception 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 |
5.09%
Jun 2013 - Jun 2023 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart