Oxford Square Capital Corp. (OXSQ)

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The chart shows the growth of an initial investment of $10,000 in Oxford Square 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 Square Capital Corp. (OXSQ) has returned 6.44% so far this year and -17.03% over the past 12 months.

Based on dividend-adjusted daily data since Mar 21, 2018, OXSQ's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, your investment would double in approximately 12.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2020 with a return of +26.0%, while the worst month was Mar 2020 at -50.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, OXSQ closed higher 46% of trading days. The best single day was Mar 26, 2020 with a return of +19.4%, while the worst single day was Mar 12, 2020 at -30.6%.

Oxford Square Capital Corp. has an annualized alpha of -4.12%, beta of 0.73, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since March 22, 2018.

• This stock participated in 94.54% of S&P 500 Index downside but only 49.29% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.17 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.

OXSQ ranks 20 for risk / return — below 20% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Oxford Square Capital Corp. provided a 23.73% dividend yield over the last twelve months, with an annual payout of $0.42 per share.

The table displays the monthly dividend distributions for Oxford Square 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 Square 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 Square Capital Corp. was 67.11%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Oxford Square Capital Corp. drawdown is 30.82%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Oxford Square 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 Square 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.