BANX vs. OXLC
BANX (StoneCastle Financial Corp.) and OXLC (Oxford Lane Capital Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BANX returned 9.79%/yr vs 5.91%/yr for OXLC. At a 0.11 correlation, their price movements are largely independent.
Performance
BANX vs. OXLC - Performance Comparison
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Returns By Period
In the year-to-date period, BANX achieves a -3.64% return, which is significantly higher than OXLC's -4.47% return. Over the past 10 years, BANX has outperformed OXLC with an annualized return of 9.79%, while OXLC has yielded a comparatively lower 5.91% annualized return.
BANX
- 1D
- 0.05%
- 1M
- 4.05%
- 6M
- -4.86%
- YTD
- -3.64%
- 1Y
- 6.05%
- 3Y*
- 19.24%
- 5Y*
- 8.10%
- 10Y*
- 9.79%
OXLC
- 1D
- 0.66%
- 1M
- 32.38%
- 6M
- -5.18%
- YTD
- -4.47%
- 1Y
- -20.62%
- 3Y*
- -1.47%
- 5Y*
- -2.98%
- 10Y*
- 5.91%
BANX vs. OXLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | -3.64% | 15.64% | 27.68% | 20.43% | -15.27% | 20.95% | -5.78% | 23.84% | 2.95% | 16.01% |
OXLC Oxford Lane Capital Corp. | -4.47% | -24.38% | 24.58% | 16.52% | -24.15% | 59.91% | -15.79% | -0.98% | 12.86% | 13.47% |
Correlation
The correlation between BANX and OXLC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2013 | 0.11 |
Fundamentals
BANX:
$156.30M
OXLC:
$896.94M
BANX:
$4.43
OXLC:
-$5.82
BANX:
3.34
OXLC:
1.00
BANX:
0.91
OXLC:
0.87
BANX:
$46.84M
OXLC:
$849.13M
BANX:
$39.03M
OXLC:
$793.40M
BANX:
$45.24M
OXLC:
-$578.64M
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Return for Risk
BANX vs. OXLC — Risk / Return Rank
BANX
OXLC
BANX vs. OXLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and Oxford Lane Capital Corp. (OXLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BANX | OXLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.93 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.41 | +0.87 |
| Martin ratioReturn relative to average drawdown | 0.99 | -0.74 | +1.73 |
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Drawdowns
BANX vs. OXLC - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for BANX and OXLC.
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Drawdown Indicators
| BANX | OXLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -74.58% | +19.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -50.80% | +37.60% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -57.17% | +43.46% |
Max Drawdown (5Y)Largest decline over 5 years | -28.50% | -57.17% | +28.67% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -74.58% | +19.52% |
Current DrawdownCurrent decline from peak | -4.86% | -31.58% | +26.72% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -14.12% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 28.03% | -21.92% |
Volatility
BANX vs. OXLC - Volatility Comparison
The current volatility for StoneCastle Financial Corp. (BANX) is 2.53%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 25.08%. This indicates that BANX experiences smaller price fluctuations and is considered to be less risky than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BANX | OXLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 25.08% | -22.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 37.05% | -26.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 44.38% | -29.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 28.76% | -8.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.53% | 43.30% | -15.77% |
Dividends
BANX vs. OXLC - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 11.49%, less than OXLC's 69.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 11.49% | 10.54% | 9.53% | 12.11% | 9.74% | 5.64% | 8.16% | 6.82% | 7.88% | 7.45% | 7.81% | 9.26% |
OXLC Oxford Lane Capital Corp. | 69.35% | 35.86% | 20.12% | 18.83% | 17.75% | 10.51% | 22.46% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% |
Financials
BANX vs. OXLC - Financials Comparison
This section allows you to compare key financial metrics between StoneCastle Financial Corp. and Oxford Lane Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BANX and OXLC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXLC has higher volatility (25.08%) compared to BANX (2.53%). In terms of maximum drawdown, BANX dropped -55.06% vs OXLC's -74.58%.
BANX currently has the higher Sharpe Ratio (0.41 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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