OXLCN vs. ADC
OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) and ADC (Agree Realty Corporation) are both stocks. OXLCN operates in Asset Management (Financial Services), while ADC operates in REIT - Retail (Real Estate). Over the past 3 years, OXLCN returned 10.49%/yr vs 9.35%/yr for ADC. At a 0.02 correlation, their price movements are largely independent.
Performance
OXLCN vs. ADC - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with OXLCN having a 5.01% return and ADC slightly higher at 5.07%.
OXLCN
- 1D
- 0.16%
- 1M
- 0.03%
- YTD
- 5.01%
- 6M
- 4.58%
- 1Y
- 10.74%
- 3Y*
- 10.49%
- 5Y*
- —
- 10Y*
- —
ADC
- 1D
- 1.34%
- 1M
- -1.09%
- YTD
- 5.07%
- 6M
- 5.44%
- 1Y
- 2.37%
- 3Y*
- 9.35%
- 5Y*
- 5.61%
- 10Y*
- 9.48%
OXLCN vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OXLCN Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock | 5.01% | 7.77% | 12.69% | 10.55% | -3.37% |
ADC Agree Realty Corporation | 5.07% | 6.62% | 17.20% | -7.07% | 5.51% |
Correlation
The correlation between OXLCN and ADC is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022 | 0.02 |
Fundamentals
OXLCN:
$2.39B
ADC:
$8.95B
OXLCN:
-$5.82
ADC:
$1.91
OXLCN:
2.67
ADC:
11.26
OXLCN:
2.32
ADC:
1.48
OXLCN:
$849.13M
ADC:
$750.05M
OXLCN:
$793.40M
ADC:
$667.57M
OXLCN:
-$578.64M
ADC:
$639.27M
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Return for Risk
OXLCN vs. ADC — Risk / Return Rank
OXLCN
ADC
OXLCN vs. ADC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) and Agree Realty Corporation (ADC). 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.
| OXLCN | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.04 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 5.22 | 0.21 | +5.00 |
| Martin ratioReturn relative to average drawdown | 14.88 | 0.51 | +14.37 |
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Drawdowns
OXLCN vs. ADC - Drawdown Comparison
The maximum OXLCN drawdown since its inception was -12.23%, smaller than the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for OXLCN and ADC.
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Drawdown Indicators
| OXLCN | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.23% | -70.25% | +58.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -11.14% | +9.07% |
Max Drawdown (3Y)Largest decline over 3 years | -4.58% | -21.08% | +16.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.00% | — |
Current DrawdownCurrent decline from peak | -1.36% | -8.25% | +6.89% |
Average DrawdownAverage peak-to-trough decline | -1.63% | -9.63% | +8.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 4.79% | -4.07% |
Volatility
OXLCN vs. ADC - Volatility Comparison
The current volatility for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) is 1.95%, while Agree Realty Corporation (ADC) has a volatility of 5.11%. This indicates that OXLCN experiences smaller price fluctuations and is considered to be less risky than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXLCN | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 5.11% | -3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 5.76% | 12.29% | -6.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.85% | 16.25% | -9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.85% | 18.77% | -8.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.85% | 23.67% | -13.82% |
Dividends
OXLCN vs. ADC - Dividend Comparison
OXLCN's dividend yield for the trailing twelve months is around 7.24%, more than ADC's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.21% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
OXLCN Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock | 7.24% | 7.33% | 7.34% | 7.68% | 4.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
OXLCN vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock and Agree Realty Corporation. 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
OXLCN and ADC have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADC has higher volatility (5.11%) compared to OXLCN (1.95%). In terms of maximum drawdown, OXLCN dropped -12.23% vs ADC's -70.25%.
OXLCN currently has the higher Sharpe Ratio (1.60 vs 0.15), 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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