Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXSQ (Oxford Square Capital Corp.) | -13.71% | -25.09% | -5.85% | -9.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXSQ (Oxford Square Capital Corp.) | 01/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.76 | -25.09 | -5.85 | -9.30 | NA | NA | NA | … | … | -13.71 | -13.32 | -1.86 | 9.35 | -12.97 | 48.49 | -32.11 | -4.30 | 30.61 |
| Sharpe Ratio | NA | -0.82 | -0.37 | -0.46 | NA | NA | NA | … | … | -0.77 | -0.59 | -0.37 | 0.23 | -0.51 | 1.79 | -0.42 | -0.26 | 1.43 |
| Standard Deviation(%) | NA | 37.70 | 26.84 | 26.70 | NA | NA | NA | … | … | 47.36 | 27.50 | 14.61 | 25.16 | 28.11 | 27.04 | 76.08 | 22.57 | 21.70 |
| Draw Down(%) | NA | 36.46 | 43.85 | 45.49 | NA | NA | NA | … | … | 33.87 | 38.38 | 19.43 | 24.54 | 29.51 | 21.03 | 66.01 | 23.84 | 16.63 |
| Yield(%) | 0.00 | 18.42 | 16.20 | 8.99 | 8.26 | 5.51 | 4.13 | … | … | 10.00 | 16.73 | 14.58 | 17.25 | 9.93 | 13.21 | 11.15 | 12.59 | 14.34 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXSQ (Oxford Square Capital Corp.) |
-9.67%
Sep 2019 – Sep 2022 |
-9.66%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXSQ (Oxford Square Capital Corp.) |
23.18%
Mar 2020 – Mar 2023 |
16.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart