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OXLCN vs. OXLC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OXLCN and OXLC is 0.05, 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.


-0.50.00.51.00.1

Performance

OXLCN vs. OXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) and Oxford Lane Capital Corp. (OXLC). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
5.19%
7.94%
OXLCN
OXLC

Key characteristics

Sharpe Ratio

OXLCN:

1.48

OXLC:

1.38

Sortino Ratio

OXLCN:

2.06

OXLC:

1.93

Omega Ratio

OXLCN:

1.29

OXLC:

1.28

Calmar Ratio

OXLCN:

4.00

OXLC:

1.25

Martin Ratio

OXLCN:

14.53

OXLC:

7.33

Ulcer Index

OXLCN:

0.83%

OXLC:

2.57%

Daily Std Dev

OXLCN:

7.96%

OXLC:

13.66%

Max Drawdown

OXLCN:

-12.23%

OXLC:

-74.58%

Current Drawdown

OXLCN:

0.00%

OXLC:

-0.48%

Fundamentals

EPS

OXLCN:

$0.87

OXLC:

$0.80

PE Ratio

OXLCN:

28.00

OXLC:

6.33

PEG Ratio

OXLCN:

0.00

OXLC:

0.00

Total Revenue (TTM)

OXLCN:

$361.78M

OXLC:

$361.78M

Gross Profit (TTM)

OXLCN:

$269.11M

OXLC:

$269.11M

EBITDA (TTM)

OXLCN:

$219.55M

OXLC:

$219.55M

Returns By Period

In the year-to-date period, OXLCN achieves a 1.73% return, which is significantly lower than OXLC's 3.39% return.


OXLCN

YTD

1.73%

1M

0.65%

6M

5.19%

1Y

12.12%

5Y*

N/A

10Y*

N/A

OXLC

YTD

3.39%

1M

1.38%

6M

7.94%

1Y

21.17%

5Y*

5.89%

10Y*

7.40%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

OXLCN vs. OXLC — Risk-Adjusted Performance Rank

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

OXLCN
The Risk-Adjusted Performance Rank of OXLCN is 8787
Overall Rank
The Sharpe Ratio Rank of OXLCN is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of OXLCN is 7979
Sortino Ratio Rank
The Omega Ratio Rank of OXLCN is 8181
Omega Ratio Rank
The Calmar Ratio Rank of OXLCN is 9696
Calmar Ratio Rank
The Martin Ratio Rank of OXLCN is 9595
Martin Ratio Rank

OXLC
The Risk-Adjusted Performance Rank of OXLC is 8282
Overall Rank
The Sharpe Ratio Rank of OXLC is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of OXLC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of OXLC is 7979
Omega Ratio Rank
The Calmar Ratio Rank of OXLC is 8282
Calmar Ratio Rank
The Martin Ratio Rank of OXLC is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OXLCN vs. OXLC - Risk-Adjusted Performance 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 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.


Sharpe ratio
The chart of Sharpe ratio for OXLCN, currently valued at 1.48, compared to the broader market-2.000.002.004.001.481.38
The chart of Sortino ratio for OXLCN, currently valued at 2.06, compared to the broader market-6.00-4.00-2.000.002.004.006.002.061.93
The chart of Omega ratio for OXLCN, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.28
The chart of Calmar ratio for OXLCN, currently valued at 4.00, compared to the broader market0.002.004.006.004.002.53
The chart of Martin ratio for OXLCN, currently valued at 14.53, compared to the broader market-10.000.0010.0020.0030.0014.537.33
OXLCN
OXLC

The current OXLCN Sharpe Ratio is 1.48, which is comparable to the OXLC Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of OXLCN 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.


Rolling 12-month Sharpe Ratio1.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.48
1.38
OXLCN
OXLC

Dividends

OXLCN vs. OXLC - Dividend Comparison

OXLCN's dividend yield for the trailing twelve months is around 7.28%, less than OXLC's 20.55% yield.


TTM20242023202220212020201920182017201620152014
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock
7.28%7.32%7.66%4.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OXLC
Oxford Lane Capital Corp.
20.55%20.12%18.83%17.75%10.58%22.51%19.85%16.70%17.91%22.84%24.10%16.72%

Drawdowns

OXLCN vs. OXLC - Drawdown Comparison

The maximum OXLCN drawdown since its inception was -12.23%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for OXLCN and OXLC. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February0
-0.48%
OXLCN
OXLC

Volatility

OXLCN vs. OXLC - Volatility Comparison

Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) has a higher volatility of 1.79% compared to Oxford Lane Capital Corp. (OXLC) at 1.59%. This indicates that OXLCN's price experiences larger fluctuations and is considered to be riskier than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
1.79%
1.59%
OXLCN
OXLC

Financials

OXLCN vs. OXLC - Financials Comparison

This section allows you to compare key financial metrics between Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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