OXLCN vs. OXLC
OXLCN (Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock) and OXLC (Oxford Lane Capital Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, OXLCN returned 10.33%/yr vs -3.45%/yr for OXLC. Their 0.07 correlation means their historical movements had little consistent relationship.
Performance
OXLCN vs. OXLC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OXLCN achieves a 6.37% return, which is significantly higher than OXLC's -2.62% return.
OXLCN
- 1D
- 0.12%
- 1M
- 1.67%
- 6M
- 4.42%
- YTD
- 6.37%
- 1Y
- 9.51%
- 3Y*
- 10.33%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.15%
OXLC
- 1D
- 2.12%
- 1M
- 6.34%
- 6M
- 14.48%
- YTD
- -2.62%
- 1Y
- -6.01%
- 3Y*
- -3.45%
- 5Y*
- -1.74%
- 10Y*
- 5.56%
- ALL TIME*
- 4.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.22M | $7.92M | $9.50M | |
| $67.57K | $58.61K | $69.11K |
OXLCN vs. OXLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OXLCN Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock | 6.37% | 7.77% | 12.69% | 10.55% | -3.37% |
OXLC Oxford Lane Capital Corp. | -2.62% | -24.38% | 24.58% | 16.52% | -4.06% |
Correlation
The correlation between OXLCN and OXLC is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022 | 0.07 |
Fundamentals
OXLCN:
$11.93B
OXLC:
$894.02M
OXLCN:
-$5.82
OXLC:
-$5.82
OXLCN:
2.69
OXLC:
0.99
OXLCN:
2.34
OXLC:
0.86
OXLCN:
$849.13M
OXLC:
$849.13M
OXLCN:
$793.40M
OXLC:
$793.40M
OXLCN:
-$578.64M
OXLC:
-$578.64M
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
OXLCN vs. OXLC — Risk / Return Rank
OXLCN
OXLC
OXLCN vs. OXLC - 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 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.
| OXLCN | OXLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.55 | ||
| Sortino ratioReturn per unit of downside risk | +1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.00 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.54 | -0.18 | +4.71 |
| Martin ratioReturn relative to average drawdown | 12.50 | -0.34 | +12.83 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| OXLCN | OXLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.23% | -74.58% | +62.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -47.99% | +45.92% |
Max Drawdown (3Y)Largest decline over 3 years | -4.58% | -57.17% | +52.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -74.58% | — |
Current DrawdownCurrent decline from peak | -0.08% | -30.25% | +30.17% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -14.19% | +12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 24.92% | -24.17% |
Volatility
OXLCN vs. OXLC - Volatility Comparison
The current volatility for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) is 1.95%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 6.14%. This indicates that OXLCN 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 charts...
Volatility by Period
| OXLCN | OXLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 6.14% | -4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 37.20% | -30.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.94% | 43.07% | -36.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 28.65% | -18.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 43.31% | -33.49% |
Dividends
OXLCN vs. OXLC - Dividend Comparison
OXLCN's dividend yield for the trailing twelve months is around 7.19%, less than OXLC's 66.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXLC Oxford Lane Capital Corp. | 66.85% | 35.86% | 20.12% | 18.83% | 17.75% | 10.51% | 22.46% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% |
OXLCN Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock | 7.19% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
OXLCN 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 (6.14%) compared to OXLCN (1.95%). In terms of maximum drawdown, OXLCN dropped -12.23% vs OXLC's -74.58%.
OXLCN currently has the higher Sharpe Ratio (1.35 vs -0.20), 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.
Find the right allocation for OXLCN and OXLC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer