Performance analysis of OXLC (Oxford Lane Capital)
Annual Return
Over the past 3 years, OXLC has had an average annual return of -7.17%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, OXLC has had an average annual return of -7.04%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, OXLC has had an average annual return of +4.70%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 21, 2011, OXLC has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +14.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -21.06% | -24.35% | +24.59% | +16.55% | -24.08% | +59.92% | -14.83% | -0.92% | +12.87% | +13.25% | +35.31% | -19.63% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +0.48% | +28.85% | +33.01% | -25.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -14.96% | -27.96% | +22.22% | +8.46% | -2.12% | -0.70% | -21.06% | ||||||
| 2025 | +2.37% | +0.98% | -4.92% | +0.52% | -0.78% | -5.30% | -13.36% | +8.11% | -7.37% | -5.62% | -1.00% | +0.52% | -24.35% |
| 2024 | +5.27% | +0.96% | +1.39% | -0.19% | +11.04% | +0.71% | +3.86% | -1.56% | -0.56% | +2.11% | +1.72% | -1.91% | +24.59% |
| 2023 | +16.69% | -2.36% | -5.76% | +0.84% | -1.48% | -2.71% | +12.92% | -4.48% | +0.20% | -3.47% | +4.62% | +2.90% | +16.55% |
| 2022 | +8.38% | -9.89% | -0.99% | -4.52% | -0.17% | -14.81% | +18.85% | -8.82% | -12.88% | +4.44% | -2.05% | +0.10% | -24.08% |
| 2021 | +16.47% | +1.36% | +1.86% | +8.10% | +4.10% | +7.59% | -2.77% | +0.09% | +2.79% | +11.94% | -2.31% | +0.41% | +59.92% |
| 2020 | +10.96% | -8.20% | -46.87% | +22.33% | -28.27% | +24.86% | +5.53% | +2.01% | +4.14% | +0.12% | +17.33% | +9.06% | -14.83% |
| 2019 | +7.79% | -1.71% | -0.36% | +11.96% | -7.55% | +2.85% | +6.29% | -9.67% | -0.00521% | +1.87% | -9.68% | -0.20% | -0.92% |
| 2018 | +2.55% | +0.15% | +2.16% | +7.29% | -0.68% | +0.23% | +8.02% | -1.68% | -0.62% | -1.00% | -2.17% | -1.45% | +12.87% |
| 2017 | +3.90% | +5.13% | +2.29% | -0.72% | -1.17% | -5.79% | +5.15% | +4.22% | -2.45% | +7.16% | -7.78% | +3.80% | +13.25% |
Drawdown analysis of OXLC (Oxford Lane Capital)
The maximum drawdown for the OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 305 trading sessions.
The current OXLC drawdown is -43.45%.
Since Jan 21, 2011 OXLC has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.42% | Jul 24, 2019 | 164 | Mar 18, 2020 | 305 | Jun 3, 2021 | 469 |
| -57.11% | May 16, 2025 | 206 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -56.97% | Jun 3, 2015 | 182 | Feb 23, 2016 | 187 | Nov 16, 2016 | 369 |
| -36.81% | Feb 2, 2022 | 162 | Sep 26, 2022 | 427 | Jun 7, 2024 | 589 |
| -33.14% | May 11, 2011 | 105 | Oct 10, 2011 | 270 | Nov 6, 2012 | 375 |
| -24.62% | Aug 9, 2018 | 92 | Dec 20, 2018 | 75 | Apr 10, 2019 | 167 |
| -14.40% | Feb 18, 2025 | 21 | Mar 19, 2025 | 39 | May 14, 2025 | 60 |
| -13.22% | Feb 19, 2014 | 209 | Dec 16, 2014 | 111 | May 28, 2015 | 320 |
| -12.86% | Feb 2, 2011 | 34 | Mar 23, 2011 | 34 | May 11, 2011 | 68 |
| -12.83% | Nov 1, 2017 | 32 | Dec 18, 2017 | 35 | Feb 8, 2018 | 67 |
| -12.01% | Nov 2, 2021 | 31 | Dec 16, 2021 | 17 | Jan 11, 2022 | 48 |
| -10.65% | Apr 5, 2017 | 54 | Jun 22, 2017 | 41 | Aug 21, 2017 | 95 |
| -9.61% | May 21, 2013 | 96 | Oct 7, 2013 | 37 | Nov 27, 2013 | 133 |
| -9.24% | Jun 4, 2021 | 36 | Jul 27, 2021 | 53 | Oct 11, 2021 | 89 |
| -8.40% | May 18, 2018 | 25 | Jun 25, 2018 | 26 | Aug 1, 2018 | 51 |
| -8.06% | May 6, 2019 | 18 | May 31, 2019 | 30 | Jul 15, 2019 | 48 |
| -7.46% | Jul 23, 2024 | 9 | Aug 5, 2024 | 67 | Nov 7, 2024 | 76 |
| -7.34% | Nov 18, 2016 | 20 | Dec 19, 2016 | 18 | Jan 17, 2017 | 38 |
| -7.28% | Nov 9, 2012 | 4 | Nov 15, 2012 | 73 | Mar 5, 2013 | 77 |
| -6.52% | Feb 6, 2017 | 1 | Feb 7, 2017 | 37 | Mar 31, 2017 | 38 |
| -5.85% | Jan 11, 2022 | 8 | Jan 24, 2022 | 5 | Jan 31, 2022 | 13 |
| -4.60% | Aug 28, 2017 | 19 | Sep 25, 2017 | 7 | Oct 4, 2017 | 26 |
| -4.09% | Nov 8, 2024 | 27 | Dec 18, 2024 | 39 | Feb 18, 2025 | 66 |
| -4.08% | Jun 7, 2024 | 8 | Jun 20, 2024 | 12 | Jul 9, 2024 | 20 |
| -3.78% | Jan 7, 2014 | 5 | Jan 14, 2014 | 24 | Feb 19, 2014 | 29 |