Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXSQZ (Oxford Square Capital Corp. – 6.25% Notes due 2026 ) | NA | 8.92% | 7.86% | 7.29% | NA | NA | NA | … | … |
Data as of 09/18/2025, Common starting date is 04/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXSQZ (Oxford Square Capital Corp. – 6.25% Notes due 2026 ) | 04/05/2019 | 09/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.92 | 7.86 | 7.29 | NA | NA | NA | … | … | 6.69 | 10.38 | 7.66 | -0.50 | 7.42 | 5.68 | 5.33 |
| Sharpe Ratio | NA | 1.27 | 0.49 | 0.54 | NA | NA | NA | … | … | 1.48 | 1.02 | 0.39 | -0.18 | 0.76 | 0.11 | 0.76 |
| Standard Deviation(%) | NA | 4.62 | 8.67 | 9.51 | NA | NA | NA | … | … | 4.41 | 6.63 | 10.42 | 10.53 | 9.68 | 47.26 | 7.77 |
| Draw Down(%) | NA | 1.28 | 5.89 | 7.71 | NA | NA | NA | … | … | 1.28 | 1.72 | 4.35 | 7.71 | 3.15 | 42.87 | 4.39 |
| Yield(%) | 0.00 | 6.34 | 6.41 | 6.42 | 3.92 | 2.61 | 1.96 | … | … | 4.73 | 6.38 | 6.61 | 6.13 | 6.21 | 6.13 | 3.13 |
Data as of 09/18/2025, Common starting date is 04/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXSQZ (Oxford Square Capital Corp. – 6.25% Notes due 2026 ) |
3.94%
Apr 2021 – Apr 2024 |
5.77%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXSQZ (Oxford Square Capital Corp. – 6.25% Notes due 2026 ) |
14.90%
Mar 2020 – Mar 2023 |
12.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart