Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN)

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Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) returned 1.77% year-to-date (YTD) and 7.66% over the past 12 months.

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

With an overall rank of 85, OXLCN is among the top 15% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock Sharpe ratios as of May 31, 2025 (values are recalculated daily):

• 1-Year: 1.07
• All Time: 0.65

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock provided a 7.42% dividend yield over the last twelve months, with an annual payout of $1.78 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock. 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. 7.125% Series 2029 Term Preferred Stock. 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. 7.125% Series 2029 Term Preferred Stock was 12.23%, occurring on Oct 12, 2022. Recovery took 187 trading sessions.

The current Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock drawdown is 0.25%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock 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. 7.125% Series 2029 Term Preferred Stock 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.