Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) | 5.56% | 11.78% | 10.98% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) | 06/10/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.78 | 10.98 | NA | NA | NA | NA | … | … | 5.56 | 7.77 | 12.69 | 10.55 | -3.80 |
| Sharpe Ratio | NA | 1.33 | 0.92 | NA | NA | NA | NA | … | … | 1.27 | 0.91 | 1.05 | 0.57 | -0.65 |
| Standard Deviation(%) | NA | 6.84 | 8.44 | NA | NA | NA | NA | … | … | 8.65 | 5.40 | 8.66 | 12.18 | 13.81 |
| Draw Down(%) | NA | 2.07 | 4.58 | NA | NA | NA | NA | … | … | 2.07 | 3.05 | 3.00 | 5.47 | 12.23 |
| Yield(%) | 0.00 | 7.42 | 7.80 | 5.72 | 2.86 | 1.91 | 1.43 | … | … | 3.04 | 7.34 | 7.55 | 7.91 | 3.88 |
Data as of 06/05/2026, Common starting date is 06/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) |
7.54%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) |
11.00%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart