Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCM (Oxford Lane Capital Corp Pref) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 07/09/2024, Common starting date is 06/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCM (Oxford Lane Capital Corp Pref) | 06/08/2017 | 07/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 7.06 | 5.41 | 12.03 | 1.69 | 8.07 | 6.83 | 4.74 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.60 | 0.80 | 2.63 | 0.02 | 1.12 | 0.72 | 1.89 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 4.69 | 5.07 | 4.56 | 79.99 | 5.95 | 7.66 | 4.15 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 1.98 | 4.07 | 2.20 | 54.07 | 1.96 | 4.57 | 1.16 |
| Yield(%) | 0.00 | 6.81 | 6.68 | 6.63 | 4.76 | 3.17 | 2.38 | … | … | 3.38 | 6.78 | 6.67 | 6.97 | 6.55 | 6.69 | 6.65 | 3.69 |
Data as of 07/09/2024, Common starting date is 06/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCM (Oxford Lane Capital Corp Pref) |
4.09%
Jul 2017 – Jul 2020 |
6.22%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCM (Oxford Lane Capital Corp Pref) |
17.86%
Mar 2020 – Mar 2023 |
6.97%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart