VVR vs. OXLC

In the year-to-date period, VVR achieves a -1.62% return, which is significantly higher than OXLC's -1.99% return. Both investments have delivered pretty close results over the past 10 years, with VVR having a 6.33% annualized return and OXLC not far behind at 6.09%.

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

This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Income Trust (VVR) 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.

The current VVR Sharpe Ratio is 0.05, which is lower than the OXLC Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of VVR 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.

VVR's dividend yield for the trailing twelve months is around 13.27%, less than OXLC's 23.62% yield.

The maximum VVR drawdown since its inception was -73.80%, roughly equal to the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for VVR and OXLC.

The current volatility for Invesco Senior Income Trust (VVR) is 4.21%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 6.50%. This indicates that VVR 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.

This section allows you to compare key financial metrics between Invesco Senior Income Trust 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.