Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXLCO (Oxford Lane Capital Corp Corp Pref 9) | 5.83% | 11.85% | 10.76% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXLCO (Oxford Lane Capital Corp Corp Pref 9) | 08/11/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 11.85 | 10.76 | NA | NA | NA | NA | … | … | 5.83 | 9.88 | 10.30 | 14.62 | -12.19 | 2.91 |
| Sharpe Ratio | NA | 0.93 | 0.75 | NA | NA | NA | NA | … | … | 0.98 | 0.91 | 0.85 | 0.73 | -0.71 | 1.53 |
| Standard Deviation(%) | NA | 9.90 | 10.06 | NA | NA | NA | NA | … | … | 11.92 | 7.73 | 7.91 | 15.21 | 19.20 | 4.91 |
| Draw Down(%) | NA | 5.27 | 5.27 | NA | NA | NA | NA | … | … | 5.27 | 2.87 | 3.29 | 4.93 | 16.35 | 1.52 |
| Yield(%) | 0.00 | 6.52 | 6.77 | 5.71 | 2.85 | 1.90 | 1.43 | … | … | 2.65 | 6.58 | 6.76 | 6.56 | 6.03 | 2.27 |
Data as of 06/05/2026, Common starting date is 08/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXLCO (Oxford Lane Capital Corp Corp Pref 9) |
3.47%
Sep 2021 – Sep 2024 |
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 |
|---|---|---|---|---|
| OXLCO (Oxford Lane Capital Corp Corp Pref 9) |
11.58%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart