Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCI (Oxford Lane Capital Corp. 8.75% Notes due 2030) | 2.89% | 9.87% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/09/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCI (Oxford Lane Capital Corp. 8.75% Notes due 2030) | 07/09/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 9.87 | NA | NA | NA | NA | NA | … | … | 2.89 | 9.26 | 5.00 |
| Sharpe Ratio | NA | 1.74 | NA | NA | NA | NA | NA | … | … | 1.29 | 1.38 | 1.66 |
| Standard Deviation(%) | NA | 4.50 | NA | NA | NA | NA | NA | … | … | 4.29 | 4.72 | 4.37 |
| Draw Down(%) | NA | 1.70 | NA | NA | NA | NA | NA | … | … | 1.08 | 2.23 | 0.97 |
| Yield(%) | 0.00 | 8.55 | 4.96 | 2.98 | 1.49 | 0.99 | 0.74 | … | … | 2.14 | 8.54 | 4.11 |
Data as of 06/09/2026, Common starting date is 07/09/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCI (Oxford Lane Capital Corp. 8.75% Notes due 2030) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCI (Oxford Lane Capital Corp. 8.75% Notes due 2030) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart