PortfoliosLab logoPortfoliosLab logo
CHMI vs. OXLC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CHMI vs. OXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cherry Hill Mortgage Investment Corporation (CHMI) and Oxford Lane Capital Corp. (OXLC). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

CHMI vs. OXLC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CHMI
Cherry Hill Mortgage Investment Corporation
2.02%14.92%-21.94%-18.91%-17.19%1.54%-28.09%-6.76%9.80%10.00%
OXLC
Oxford Lane Capital Corp.
-25.18%-24.38%24.58%16.52%-24.15%59.91%-15.79%-0.98%12.86%13.47%

Fundamentals

Market Cap

CHMI:

$91.48M

OXLC:

$851.11M

EPS

CHMI:

$0.19

OXLC:

$2.17

PE Ratio

CHMI:

12.93

OXLC:

4.50

PS Ratio

CHMI:

2.19

OXLC:

1.05

PB Ratio

CHMI:

0.54

OXLC:

0.46

Total Revenue (TTM)

CHMI:

$40.34M

OXLC:

$810.81M

Gross Profit (TTM)

CHMI:

$33.61M

OXLC:

$0.00

EBITDA (TTM)

CHMI:

$38.25M

OXLC:

$271.23M

Returns By Period

In the year-to-date period, CHMI achieves a 2.02% return, which is significantly higher than OXLC's -25.18% return. Over the past 10 years, CHMI has underperformed OXLC with an annualized return of -3.38%, while OXLC has yielded a comparatively higher 4.54% annualized return.


CHMI

1D
1.63%
1M
-1.08%
YTD
2.02%
6M
13.06%
1Y
-10.29%
3Y*
-9.40%
5Y*
-10.27%
10Y*
-3.38%

OXLC

1D
3.93%
1M
22.30%
YTD
-25.18%
6M
-29.75%
1Y
-42.43%
3Y*
-8.55%
5Y*
-3.66%
10Y*
4.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


Return for Risk

CHMI vs. OXLC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHMI
CHMI Risk / Return Rank: 2929
Overall Rank
CHMI Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
CHMI Sortino Ratio Rank: 2727
Sortino Ratio Rank
CHMI Omega Ratio Rank: 2626
Omega Ratio Rank
CHMI Calmar Ratio Rank: 3030
Calmar Ratio Rank
CHMI Martin Ratio Rank: 3030
Martin Ratio Rank

OXLC
OXLC Risk / Return Rank: 88
Overall Rank
OXLC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
OXLC Sortino Ratio Rank: 55
Sortino Ratio Rank
OXLC Omega Ratio Rank: 55
Omega Ratio Rank
OXLC Calmar Ratio Rank: 1717
Calmar Ratio Rank
OXLC Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHMI vs. OXLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cherry Hill Mortgage Investment Corporation (CHMI) 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.


CHMIOXLCDifference

Sharpe ratio

Return per unit of total volatility

-0.28

-1.15

+0.87

Sortino ratio

Return per unit of downside risk

-0.15

-1.60

+1.45

Omega ratio

Gain probability vs. loss probability

0.98

0.78

+0.20

Calmar ratio

Return relative to maximum drawdown

-0.36

-0.73

+0.36

Martin ratio

Return relative to average drawdown

-0.71

-1.42

+0.70

CHMI vs. OXLC - Sharpe Ratio Comparison

The current CHMI Sharpe Ratio is -0.28, which is higher than the OXLC Sharpe Ratio of -1.15. The chart below compares the historical Sharpe Ratios of CHMI and OXLC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


CHMIOXLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.28

-1.15

+0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

-0.14

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

0.11

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

0.07

-0.13

Correlation

The correlation between CHMI and OXLC is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CHMI vs. OXLC - Dividend Comparison

CHMI's dividend yield for the trailing twelve months is around 18.00%, less than OXLC's 52.15% yield.


TTM20252024202320222021202020192018201720162015
CHMI
Cherry Hill Mortgage Investment Corporation
18.00%19.61%22.73%17.82%18.62%13.06%13.24%12.20%12.03%10.89%11.60%15.23%
OXLC
Oxford Lane Capital Corp.
52.15%35.86%20.12%18.83%17.75%10.51%22.46%19.85%16.70%17.91%22.84%24.10%

Drawdowns

CHMI vs. OXLC - Drawdown Comparison

The maximum CHMI drawdown since its inception was -81.93%, which is greater than OXLC's maximum drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for CHMI and OXLC.


Loading graphics...

Drawdown Indicators


CHMIOXLCDifference

Max Drawdown

Largest peak-to-trough decline

-81.93%

-74.58%

-7.35%

Max Drawdown (1Y)

Largest decline over 1 year

-26.74%

-57.17%

+30.43%

Max Drawdown (5Y)

Largest decline over 5 years

-61.98%

-57.17%

-4.81%

Max Drawdown (10Y)

Largest decline over 10 years

-81.93%

-74.58%

-7.35%

Current Drawdown

Current decline from peak

-61.05%

-46.41%

-14.64%

Average Drawdown

Average peak-to-trough decline

-28.08%

-13.62%

-14.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.03%

29.32%

-15.29%

Volatility

CHMI vs. OXLC - Volatility Comparison

The current volatility for Cherry Hill Mortgage Investment Corporation (CHMI) is 10.24%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 11.99%. This indicates that CHMI 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.


Loading graphics...

Volatility by Period


CHMIOXLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.24%

11.99%

-1.75%

Volatility (6M)

Calculated over the trailing 6-month period

21.58%

29.26%

-7.68%

Volatility (1Y)

Calculated over the trailing 1-year period

36.51%

37.01%

-0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.49%

26.32%

+6.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.75%

42.63%

+0.12%

Financials

CHMI vs. OXLC - Financials Comparison

This section allows you to compare key financial metrics between Cherry Hill Mortgage Investment Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
24.53M
225.51M
(CHMI) Total Revenue
(OXLC) Total Revenue
Values in USD except per share items

CHMI vs. OXLC - Profitability Comparison

The chart below illustrates the profitability comparison between Cherry Hill Mortgage Investment Corporation and Oxford Lane Capital Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
89.9%
0
Portfolio components
CHMI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cherry Hill Mortgage Investment Corporation reported a gross profit of 22.05M and revenue of 24.53M. Therefore, the gross margin over that period was 89.9%.

OXLC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported a gross profit of 0.00 and revenue of 225.51M. Therefore, the gross margin over that period was 0.0%.

CHMI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cherry Hill Mortgage Investment Corporation reported an operating income of 21.11M and revenue of 24.53M, resulting in an operating margin of 86.0%.

OXLC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported an operating income of 48.02M and revenue of 225.51M, resulting in an operating margin of 21.3%.

CHMI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cherry Hill Mortgage Investment Corporation reported a net income of 7.73M and revenue of 24.53M, resulting in a net margin of 31.5%.

OXLC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported a net income of 20.89M and revenue of 225.51M, resulting in a net margin of 9.3%.