PortfoliosLab logoPortfoliosLab logo
OXSQ vs. MAIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

OXSQ vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oxford Square Capital Corp. (OXSQ) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

OXSQ vs. MAIN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
OXSQ
Oxford Square Capital Corp.
6.44%-13.32%-1.86%7.92%-14.37%47.13%-32.37%-4.32%16.80%
MAIN
Main Street Capital Corporation
-10.66%10.74%47.30%28.22%-11.37%48.31%-19.54%36.88%-2.68%

Fundamentals

Market Cap

OXSQ:

$137.08M

MAIN:

$4.76B

EPS

OXSQ:

-$0.24

MAIN:

$5.14

PS Ratio

OXSQ:

11.26

MAIN:

8.36

PB Ratio

OXSQ:

0.94

MAIN:

1.59

Total Revenue (TTM)

OXSQ:

$12.05M

MAIN:

$566.39M

Gross Profit (TTM)

OXSQ:

$4.41M

MAIN:

$435.68M

EBITDA (TTM)

OXSQ:

-$15.93M

MAIN:

$383.65M

Returns By Period

In the year-to-date period, OXSQ achieves a 6.44% return, which is significantly higher than MAIN's -10.66% return.


OXSQ

1D
2.31%
1M
2.04%
YTD
6.44%
6M
24.60%
1Y
-17.03%
3Y*
-2.20%
5Y*
-4.45%
10Y*

MAIN

1D
2.54%
1M
-5.84%
YTD
-10.66%
6M
-13.64%
1Y
0.64%
3Y*
19.64%
5Y*
14.20%
10Y*
13.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

OXSQ vs. MAIN — Risk / Return Rank

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

OXSQ
OXSQ Risk / Return Rank: 2121
Overall Rank
OXSQ Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
OXSQ Sortino Ratio Rank: 1717
Sortino Ratio Rank
OXSQ Omega Ratio Rank: 1818
Omega Ratio Rank
OXSQ Calmar Ratio Rank: 2828
Calmar Ratio Rank
OXSQ Martin Ratio Rank: 2626
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 4040
Overall Rank
MAIN Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 3636
Sortino Ratio Rank
MAIN Omega Ratio Rank: 3636
Omega Ratio Rank
MAIN Calmar Ratio Rank: 4343
Calmar Ratio Rank
MAIN Martin Ratio Rank: 4343
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.

OXSQ vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oxford Square Capital Corp. (OXSQ) and Main Street Capital Corporation (MAIN). 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.


OXSQMAINDifference

Sharpe ratio

Return per unit of total volatility

-0.56

0.03

-0.58

Sortino ratio

Return per unit of downside risk

-0.65

0.21

-0.86

Omega ratio

Gain probability vs. loss probability

0.92

1.03

-0.11

Calmar ratio

Return relative to maximum drawdown

-0.45

0.02

-0.47

Martin ratio

Return relative to average drawdown

-0.92

0.06

-0.98

OXSQ vs. MAIN - Sharpe Ratio Comparison

The current OXSQ Sharpe Ratio is -0.56, which is lower than the MAIN Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of OXSQ and MAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


OXSQMAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.56

0.03

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.18

0.68

-0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

0.57

-0.60

Correlation

The correlation between OXSQ and MAIN is 0.37, 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

OXSQ vs. MAIN - Dividend Comparison

OXSQ's dividend yield for the trailing twelve months is around 23.73%, more than MAIN's 8.04% yield.


TTM20252024202320222021202020192018201720162015
OXSQ
Oxford Square Capital Corp.
23.73%23.86%17.21%17.66%13.46%10.29%20.07%14.76%9.27%0.00%0.00%0.00%
MAIN
Main Street Capital Corporation
8.04%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%

Drawdowns

OXSQ vs. MAIN - Drawdown Comparison

The maximum OXSQ drawdown since its inception was -67.11%, roughly equal to the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for OXSQ and MAIN.


Loading graphics...

Drawdown Indicators


OXSQMAINDifference

Max Drawdown

Largest peak-to-trough decline

-67.11%

-64.53%

-2.58%

Max Drawdown (1Y)

Largest decline over 1 year

-34.58%

-20.22%

-14.36%

Max Drawdown (5Y)

Largest decline over 5 years

-43.86%

-27.06%

-16.80%

Max Drawdown (10Y)

Largest decline over 10 years

-64.53%

Current Drawdown

Current decline from peak

-30.82%

-18.00%

-12.82%

Average Drawdown

Average peak-to-trough decline

-20.80%

-7.20%

-13.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.67%

8.42%

+8.25%

Volatility

OXSQ vs. MAIN - Volatility Comparison

Oxford Square Capital Corp. (OXSQ) and Main Street Capital Corporation (MAIN) have volatilities of 7.16% and 7.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


OXSQMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.16%

7.21%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

23.72%

17.61%

+6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

30.67%

24.95%

+5.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.60%

20.91%

+3.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.56%

26.94%

+7.62%

Financials

OXSQ vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between Oxford Square Capital Corp. and Main Street Capital 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
8.10M
34.55M
(OXSQ) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items