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Oxford Lane Capital Corp. (OXLC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Oxford Lane Capital Corp. (OXLC)

Equity · Currency in USD · Last updated Nov 12, 2024

Company Info

ISINUS6915431026
CUSIP691543102
SectorFinancial Services
IndustryAsset Management
IPO DateJan 20, 2011

Highlights

Market Cap$1.84B
EPS (TTM)$0.81
PE Ratio6.73
Total Revenue (TTM)$361.78M
Gross Profit (TTM)$269.11M
EBITDA (TTM)$219.55M
Year Range$4.04 - $5.49
Target Price$6.00
Short %0.78%
Short Ratio0.61

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons: OXLC vs. ORC, OXLC vs. OXSQ, OXLC vs. SPY, OXLC vs. ECCC, OXLC vs. JPST, OXLC vs. SCHH, OXLC vs. PDI, OXLC vs. QYLD, OXLC vs. REPX, OXLC vs. JEPI

Performance

Performance Chart

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.

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.93%
14.38%
OXLC (Oxford Lane Capital Corp.)
Benchmark (^GSPC)

Returns By Period

Oxford Lane Capital Corp. had a return of 29.42% year-to-date (YTD) and 30.46% in the last 12 months. Over the past 10 years, Oxford Lane Capital Corp. had an annualized return of 7.29%, while the S&P 500 had an annualized return of 11.43%, indicating that Oxford Lane Capital Corp. did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date29.42%25.82%
1 month4.81%3.20%
6 months14.59%14.94%
1 year30.46%35.92%
5 years (annualized)6.85%14.22%
10 years (annualized)7.29%11.43%

Monthly Returns

The table below presents the monthly returns of OXLC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.30%0.95%1.38%-0.19%11.05%0.73%3.87%-1.57%-0.56%2.12%29.42%
202316.72%-2.38%-5.73%0.86%-1.47%-2.71%12.92%-4.53%0.20%-3.48%4.59%2.89%16.52%
20228.37%-9.91%-0.98%-4.52%-0.16%-14.81%18.86%-8.83%-12.90%4.41%-2.06%0.11%-24.15%
202116.46%1.35%1.85%8.09%4.16%7.58%-2.77%0.09%2.80%11.94%-2.31%0.40%59.91%
202010.95%-8.21%-47.16%22.01%-28.47%24.98%5.52%2.00%4.12%0.08%17.37%9.04%-15.77%
20197.78%-1.71%-0.35%11.98%-7.55%2.84%6.29%-9.68%-0.00%1.84%-9.72%-0.18%-0.98%
20182.56%0.15%2.16%7.26%-0.70%0.23%8.02%-1.70%-0.62%-1.04%-2.17%-1.38%12.86%
20173.90%5.13%2.34%-0.72%-1.18%-5.77%5.15%4.22%-2.39%7.16%-7.78%3.87%13.47%
2016-3.51%-21.12%19.66%8.88%-2.28%-1.33%10.74%22.55%-1.64%-0.19%10.14%-3.62%35.22%
2015-0.67%5.52%-1.69%1.28%5.46%-6.56%-0.07%-7.75%-8.83%2.81%-3.24%-6.87%-19.92%
20141.73%0.34%-1.59%1.56%3.77%-0.46%-3.31%2.32%-5.01%3.39%2.90%-4.75%0.37%
2013-0.58%1.17%6.84%4.26%2.22%0.42%-3.14%-0.81%-0.13%1.04%10.26%4.84%28.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of OXLC is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of OXLC is 8686
Combined Rank
The Sharpe Ratio Rank of OXLC is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of OXLC is 8686Sortino Ratio Rank
The Omega Ratio Rank of OXLC is 8787Omega Ratio Rank
The Calmar Ratio Rank of OXLC is 8181Calmar Ratio Rank
The Martin Ratio Rank of OXLC is 8989Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

OXLC
Sharpe ratio
The chart of Sharpe ratio for OXLC, currently valued at 2.13, compared to the broader market-4.00-2.000.002.004.002.13
Sortino ratio
The chart of Sortino ratio for OXLC, currently valued at 2.87, compared to the broader market-4.00-2.000.002.004.006.002.87
Omega ratio
The chart of Omega ratio for OXLC, currently valued at 1.40, compared to the broader market0.501.001.502.001.40
Calmar ratio
The chart of Calmar ratio for OXLC, currently valued at 1.42, compared to the broader market0.002.004.006.001.42
Martin ratio
The chart of Martin ratio for OXLC, currently valued at 11.32, compared to the broader market0.0010.0020.0030.0011.32
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market-4.00-2.000.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market-4.00-2.000.002.004.006.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market0.501.001.502.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.002.004.006.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0010.0020.0030.0020.05

Sharpe Ratio

The current Oxford Lane Capital Corp. Sharpe ratio is 2.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Oxford Lane Capital Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.13
3.08
OXLC (Oxford Lane Capital Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Oxford Lane Capital Corp. provided a 18.35% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 2 consecutive years.

10.00%15.00%20.00%25.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.00$0.93$0.90$0.82$1.22$1.62$1.62$1.80$2.40$2.40$2.50$2.20

Dividend yield

18.35%18.83%17.75%10.58%22.51%19.85%16.70%17.91%22.84%24.10%16.72%12.69%

Monthly Dividends

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.08$0.08$0.08$0.08$0.08$0.08$0.09$0.09$0.09$0.09$0.00$0.84
2023$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.93
2022$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.90
2021$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.82
2020$0.14$0.14$0.14$0.14$0.14$0.14$0.07$0.07$0.07$0.07$0.07$0.07$1.22
2019$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$1.62
2018$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$1.62
2017$0.00$0.00$0.60$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.80
2016$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$2.40
2015$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$2.40
2014$0.00$0.00$0.70$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$2.50
2013$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$2.20

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%18.4%
Oxford Lane Capital Corp. has a dividend yield of 18.35%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%92.3%
Oxford Lane Capital Corp. has a payout ratio of 92.31%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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.

-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember00
OXLC (Oxford Lane Capital Corp.)
Benchmark (^GSPC)

Worst Drawdowns

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.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.58%Jul 25, 2019164Mar 18, 2020305Jun 3, 2021469
-57.13%Jun 4, 2015182Feb 23, 2016187Nov 16, 2016369
-36.82%Feb 3, 2022162Sep 26, 2022427Jun 7, 2024589
-33.06%May 12, 2011105Oct 10, 2011270Nov 6, 2012375
-24.65%Aug 10, 201892Dec 20, 201873Apr 8, 2019165

Volatility

Volatility Chart

The current Oxford Lane Capital Corp. volatility is 2.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
2.46%
3.89%
OXLC (Oxford Lane Capital Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

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.
Annual
Quarterly
0.0

Valuation

The Valuation section provides an assessment of the market value of Oxford Lane Capital Corp. compared to its peers in the Asset Management industry.

PE Ratio
100.0200.0300.0400.06.7
The chart displays the price to earnings (P/E) ratio for OXLC in comparison to other companies of the Asset Management industry. Currently, OXLC has a PE value of 6.7. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for OXLC in comparison to other companies of the Asset Management industry. Currently, OXLC has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Oxford Lane Capital Corp..

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Income Statement

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Values in undefined except per share items