Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCL (Oxford Lane Capital Corp. 6.75% Notes due 2031) | 3.61% | 12.27% | 10.44% | 5.97% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCL (Oxford Lane Capital Corp. 6.75% Notes due 2031) | 03/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 12.27 | 10.44 | 5.97 | NA | NA | NA | … | … | 3.61 | 10.60 | 7.39 | 11.01 | -7.59 | 9.06 |
| Sharpe Ratio | NA | 1.44 | 1.04 | 0.39 | NA | NA | NA | … | … | 0.97 | 1.26 | 0.56 | 0.58 | -0.81 | 2.11 |
| Standard Deviation(%) | NA | 6.76 | 6.99 | 9.08 | NA | NA | NA | … | … | 7.36 | 6.27 | 6.67 | 12.83 | 11.14 | 5.48 |
| Draw Down(%) | NA | 3.09 | 4.82 | 13.16 | NA | NA | NA | … | … | 3.09 | 3.93 | 4.10 | 8.79 | 13.16 | 3.16 |
| Yield(%) | 0.00 | 7.20 | 7.49 | 6.33 | 3.27 | 2.18 | 1.64 | … | … | 1.74 | 7.18 | 7.17 | 7.55 | 6.43 | 3.95 |
Data as of 06/04/2026, Common starting date is 03/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCL (Oxford Lane Capital Corp. 6.75% Notes due 2031) |
3.28%
Dec 2021 – Dec 2024 |
5.89%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCL (Oxford Lane Capital Corp. 6.75% Notes due 2031) |
10.54%
May 2023 – May 2026 |
6.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart