Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCP (Oxford Lane Capital Series) | 4.37% | 9.81% | 10.37% | 6.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/07/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCP (Oxford Lane Capital Series) | 02/07/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 9.81 | 10.37 | 6.75 | NA | NA | NA | … | … | 4.37 | 9.04 | 12.24 | 8.12 | -4.31 | 17.15 | 0.23 |
| Sharpe Ratio | NA | 1.84 | 1.43 | 0.51 | NA | NA | NA | … | … | 2.37 | 1.36 | 1.73 | 0.43 | -0.45 | 2.73 | 0.00 |
| Standard Deviation(%) | NA | 4.03 | 5.13 | 8.33 | NA | NA | NA | … | … | 3.59 | 4.56 | 4.98 | 10.44 | 12.90 | 6.29 | 64.97 |
| Draw Down(%) | NA | 0.97 | 1.89 | 11.72 | NA | NA | NA | … | … | 0.89 | 1.89 | 1.36 | 4.17 | 11.72 | 2.31 | 49.79 |
| Yield(%) | 0.00 | 6.43 | 6.89 | 6.24 | 4.07 | 2.71 | 2.04 | … | … | 2.63 | 6.48 | 6.74 | 6.94 | 6.19 | 6.77 | 6.63 |
Data as of 06/04/2026, Common starting date is 02/07/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCP (Oxford Lane Capital Series) |
4.33%
Apr 2021 – Apr 2024 |
6.63%
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 |
|---|---|---|---|---|
| OXLCP (Oxford Lane Capital Series) |
16.36%
Mar 2020 – Mar 2023 |
13.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart