Oxford Lane Capital Corp. (OXLC)

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The chart shows the growth of an initial investment of $10,000 in Oxford Lane Capital Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Oxford Lane Capital Corp. (OXLC) has returned -25.18% so far this year and -42.43% over the past 12 months. Over the last ten years, OXLC has returned 4.54% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 21, 2011, OXLC's average daily return is +0.04%, while the average monthly return is +0.60%. At this rate, your investment would double in approximately 9.7 years.

Historically, 54% of months were positive and 46% were negative. The best month was Jun 2020 with a return of +25.0%, while the worst month was Mar 2020 at -47.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, OXLC closed higher 49% of trading days. The best single day was Mar 19, 2020 with a return of +53.5%, while the worst single day was Mar 18, 2020 at -48.7%.

Oxford Lane Capital Corp. has an annualized alpha of 0.04%, beta of 0.81, and R² of 0.14 versus S&P 500 Index. Calculated based on daily prices since January 24, 2011.

• This stock participated in 103.30% of S&P 500 Index downside but only 65.52% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.14 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

OXLC ranks 7 for risk / return — in the bottom 7% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLC) and compare them to a chosen benchmark (S&P 500 Index).

Oxford Lane Capital Corp. provided a 52.15% dividend yield over the last twelve months, with an annual payout of $5.10 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Oxford Lane Capital Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Oxford Lane Capital Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oxford Lane Capital Corp. was 74.58%, occurring on Mar 18, 2020. Recovery took 305 trading sessions.

The current Oxford Lane Capital Corp. drawdown is 46.41%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Oxford Lane Capital Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Oxford Lane Capital Corp. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.