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OXLCN vs. OXLC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

OXLCN vs. OXLC

Last updated Apr 1, 2026

Compare and contrast key facts about Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) and Oxford Lane Capital Corp. (OXLC).

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.

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OXLCN vs. OXLC - Yearly Performance Comparison

2026 (YTD)2025202420232022
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock		1.25%7.77%12.69%10.55%-3.33%
OXLC
Oxford Lane Capital Corp.		-25.18%-24.38%24.58%16.52%-1.12%

Fundamentals

Market Cap

OXLCN:

$2.10B

OXLC:

$851.11M

EPS

OXLCN:

$2.17

OXLC:

$2.17

PE Ratio

OXLCN:

11.11

OXLC:

4.50

PS Ratio

OXLCN:

2.59

OXLC:

1.05

PB Ratio

OXLCN:

1.13

OXLC:

0.46

Total Revenue (TTM)

OXLCN:

$810.81M

OXLC:

$810.81M

Gross Profit (TTM)

OXLCN:

$0.00

OXLC:

$0.00

EBITDA (TTM)

OXLCN:

$271.23M

OXLC:

$271.23M

Returns By Period

In the year-to-date period, OXLCN achieves a 1.25% return, which is significantly higher than OXLC's -25.18% return.

OXLCN

1D
-0.33%
1M
-1.39%
YTD
1.25%
6M
2.90%
1Y
7.84%
3Y*
9.54%
5Y*
—
10Y*
—

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)

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Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock

Oxford Lane Capital Corp.

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OXLC vs. OXSQOXLC vs. ECCOXLC vs. ORCOXLC vs. PDIOXLC vs. ECCCOXLC vs. ECCXOXLC vs. SPY

Return for Risk

OXLCN vs. OXLC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OXLCN
OXLCN Risk / Return Rank: 8282
Overall Rank
OXLCN Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
OXLCN Sortino Ratio Rank: 7474
Sortino Ratio Rank
OXLCN Omega Ratio Rank: 7777
Omega Ratio Rank
OXLCN Calmar Ratio Rank: 8888
Calmar Ratio Rank
OXLCN Martin Ratio Rank: 9292
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.

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.

OXLCNOXLCDifference

Sharpe ratio

Return per unit of total volatility

1.27

-1.15

+2.42

Sortino ratio

Return per unit of downside risk

1.81

-1.60

+3.41

Omega ratio

Gain probability vs. loss probability

1.26

0.78

+0.48

Calmar ratio

Return relative to maximum drawdown

3.47

-0.73

+4.20

Martin ratio

Return relative to average drawdown

12.58

-1.42

+13.99

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OXLCN vs. OXLC - Sharpe Ratio Comparison

The current OXLCN Sharpe Ratio is 1.27, which is higher than the OXLC Sharpe Ratio of -1.15. 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.

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Sharpe Ratios by Period

OXLCNOXLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

-1.15

+2.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

-0.14

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.11

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.07

+0.69

Correlation

The correlation between OXLCN and OXLC is 0.07, 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

OXLCN vs. OXLC - Dividend Comparison

OXLCN's dividend yield for the trailing twelve months is around 7.37%, less than OXLC's 52.15% yield.

TTM20252024202320222021202020192018201720162015
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock		7.37%7.33%7.34%7.68%4.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

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.

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Drawdown Indicators

OXLCNOXLCDifference

Max Drawdown

Largest peak-to-trough decline

-12.23%

-74.58%

+62.35%

Max Drawdown (1Y)

Largest decline over 1 year

-2.33%

-57.17%

+54.84%

Max Drawdown (5Y)

Largest decline over 5 years

—

-57.17%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-74.58%

—

Current Drawdown

Current decline from peak

-2.07%

-46.41%

+44.34%

Average Drawdown

Average peak-to-trough decline

-1.68%

-13.62%

+11.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

29.32%

-28.62%

Volatility

OXLCN vs. OXLC - Volatility Comparison

The current volatility for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) is 3.22%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 11.99%. 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.

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Volatility by Period

OXLCNOXLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.22%

11.99%

-8.77%

Volatility (6M)

Calculated over the trailing 6-month period

4.72%

29.26%

-24.54%

Volatility (1Y)

Calculated over the trailing 1-year period

6.28%

37.01%

-30.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.96%

26.32%

-16.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.96%

42.63%

-32.67%

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

50.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJuly
225.51M
225.51M
(OXLCN) Total Revenue
(OXLC) Total Revenue
Values in USD except per share items

OXLCN vs. OXLC - Profitability Comparison

The chart below illustrates the profitability comparison between Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJuly00
Portfolio components
OXLCN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock reported a gross profit of 0.00 and revenue of 225.51M. Therefore, the gross margin over that period was 0.0%.

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%.

OXLCN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock reported an operating income of 48.02M and revenue of 225.51M, resulting in an operating margin of 21.3%.

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%.

OXLCN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock reported a net income of 20.89M and revenue of 225.51M, resulting in a net margin of 9.3%.

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%.