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OXLCN vs. YCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OXLCN vs. YCL - 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 ProShares Ultra Yen (YCL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OXLCN achieves a 6.03% return, which is significantly higher than YCL's -8.97% return.


OXLCN

1D
0.57%
1M
0.26%
6M
5.21%
YTD
6.03%
1Y
10.30%
3Y*
10.05%
5Y*
10Y*

YCL

1D
-0.88%
1M
-2.80%
6M
-7.23%
YTD
-8.97%
1Y
-21.77%
3Y*
-16.23%
5Y*
-19.78%
10Y*
-12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OXLCN vs. YCL - Yearly Performance Comparison


2026 (YTD)2025202420232022
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock
6.03%7.77%12.69%10.55%-3.37%
YCL
ProShares Ultra Yen
-8.97%-6.34%-25.97%-20.46%1.76%

Correlation

The correlation between OXLCN and YCL is -0.01, 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

-0.01

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

-0.01

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Return for Risk

OXLCN vs. YCL — Risk / Return Rank

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

OXLCN
OXLCN Risk / Return Rank: 8888
Overall Rank
OXLCN Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
OXLCN Sortino Ratio Rank: 8181
Sortino Ratio Rank
OXLCN Omega Ratio Rank: 8585
Omega Ratio Rank
OXLCN Calmar Ratio Rank: 9494
Calmar Ratio Rank
OXLCN Martin Ratio Rank: 9494
Martin Ratio Rank

YCL
YCL Risk / Return Rank: 11
Overall Rank
YCL Sharpe Ratio Rank: 00
Sharpe Ratio Rank
YCL Sortino Ratio Rank: 00
Sortino Ratio Rank
YCL Omega Ratio Rank: 11
Omega Ratio Rank
YCL Calmar Ratio Rank: 11
Calmar Ratio Rank
YCL Martin Ratio Rank: 11
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. YCL - 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 ProShares Ultra Yen (YCL). 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.


OXLCNYCLDifference
Sharpe ratioReturn per unit of total volatility

+2.81

Sortino ratioReturn per unit of downside risk

+4.18

Omega ratioGain probability vs. loss probability

1.31

0.78

+0.53

Calmar ratioReturn relative to maximum drawdown

5.00

-0.96

+5.96

Martin ratioReturn relative to average drawdown

13.50

-1.53

+15.03

OXLCN vs. YCL - Sharpe Ratio Comparison

The current OXLCN Sharpe Ratio is 1.47, which is higher than the YCL Sharpe Ratio of -1.34. The chart below compares the historical Sharpe Ratios of OXLCN and YCL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OXLCN vs. YCL - Drawdown Comparison

The maximum OXLCN drawdown since its inception was -12.23%, smaller than the maximum YCL drawdown of -88.56%. Use the drawdown chart below to compare losses from any high point for OXLCN and YCL.


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Drawdown Indicators


OXLCNYCLDifference

Max Drawdown

Largest peak-to-trough decline

-12.23%

-88.56%

+76.33%

Max Drawdown (1Y)

Largest decline over 1 year

-2.07%

-22.69%

+20.62%

Max Drawdown (3Y)

Largest decline over 3 years

-4.58%

-41.33%

+36.75%

Max Drawdown (5Y)

Largest decline over 5 years

-67.35%

Max Drawdown (10Y)

Largest decline over 10 years

-77.51%

Current Drawdown

Current decline from peak

-0.40%

-88.54%

+88.14%

Average Drawdown

Average peak-to-trough decline

-1.62%

-53.31%

+51.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.76%

14.25%

-13.49%

Volatility

OXLCN vs. YCL - Volatility Comparison

The current volatility for Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN) is 2.92%, while ProShares Ultra Yen (YCL) has a volatility of 3.15%. This indicates that OXLCN experiences smaller price fluctuations and is considered to be less risky than YCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OXLCNYCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.92%

3.15%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

6.30%

11.18%

-4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

7.05%

16.30%

-9.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.87%

20.52%

-10.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.87%

18.32%

-8.45%

Dividends

OXLCN vs. YCL - Dividend Comparison

OXLCN's dividend yield for the trailing twelve months is around 7.17%, while YCL has not paid dividends to shareholders.


PositionTTM2025202420232022
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock
7.17%7.33%7.34%7.68%4.21%
YCL
ProShares Ultra Yen
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


OXLCN and YCL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

YCL has higher volatility (3.15%) compared to OXLCN (2.92%). In terms of maximum drawdown, OXLCN dropped -12.23% vs YCL's -88.56%.

OXLCN currently has the higher Sharpe Ratio (1.47 vs -1.34), 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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