Performance analysis of Oxford Lane Capital (OXLCN)
Annual Return
Over the past 3 years, OXLCN has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, OXLCN has had an average annual return of +7.29%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, OXLCN has had an average annual return of +3.56%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 2, 2014, OXLCN has had an average annual return of +4.66%, underperforming the benchmark SPY, which returned +13.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2017 | 2016 | 2015 | 2014 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.41% | +7.74% | +12.65% | +10.52% | -5.71% | +1.64% | +10.86% | +11.01% | +4.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.87% | +0.79% | -1.39% | +2.44% | +1.78% | +0.60% | -0.74% | +5.41% | |||||
| 2025 | +1.52% | -0.18% | -0.15% | -0.92% | +1.51% | +1.62% | +1.36% | +0.32% | +0.81% | +0.51% | +0.44% | +0.67% | +7.74% |
| 2024 | +4.09% | -1.14% | -0.00715% | +0.94% | +1.91% | +1.61% | +1.18% | +0.16% | +1.54% | -0.06% | +0.15% | +1.70% | +12.65% |
| 2023 | +2.07% | +1.82% | -0.50% | -0.69% | +0.88% | +1.08% | +1.59% | -0.08% | -2.43% | +2.84% | +1.63% | +1.94% | +10.52% |
| 2022 | -2.23% | +1.28% | -0.02% | -5.73% | +1.13% | +0.66% | -0.73% | -5.71% | |||||
| 2017 | +0.02% | +0.59% | +0.53% | +1.18% | -0.50% | -1.10% | +0.93% | +1.64% |
Drawdown analysis of Oxford Lane Capital (OXLCN)
The maximum drawdown for the OXLCN was -13.10%, occurring on Oct 12, 2022. Recovery took 219 trading sessions.
The current OXLCN drawdown is -0.98%.
Since Jun 2, 2014 OXLCN has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.10% | May 26, 2017 | 119 | Oct 12, 2022 | 219 | Aug 28, 2023 | 338 |
| -11.97% | Dec 31, 2015 | 25 | Feb 8, 2016 | 24 | Mar 14, 2016 | 49 |
| -8.39% | Nov 18, 2014 | 19 | Dec 16, 2014 | 29 | Jan 29, 2015 | 48 |
| -4.58% | Sep 21, 2023 | 6 | Sep 29, 2023 | 34 | Nov 16, 2023 | 40 |
| -3.06% | Feb 14, 2025 | 38 | Apr 10, 2025 | 25 | May 16, 2025 | 63 |
| -3.01% | Feb 5, 2024 | 16 | Feb 28, 2024 | 41 | Apr 26, 2024 | 57 |
| -2.91% | Aug 14, 2015 | 6 | Aug 24, 2015 | 13 | Sep 11, 2015 | 19 |
| -2.58% | Nov 15, 2016 | 3 | Nov 18, 2016 | 18 | Dec 15, 2016 | 21 |
| -2.42% | Apr 12, 2016 | 11 | Apr 27, 2016 | 11 | May 12, 2016 | 22 |
| -2.41% | Nov 15, 2024 | 5 | Nov 22, 2024 | 25 | Dec 31, 2024 | 30 |
| -2.08% | Nov 16, 2023 | 6 | Nov 27, 2023 | 4 | Dec 1, 2023 | 10 |
| -2.07% | Mar 25, 2026 | 4 | Mar 31, 2026 | 15 | Apr 22, 2026 | 19 |
| -2.01% | Dec 1, 2015 | 12 | Dec 17, 2015 | 9 | Dec 31, 2015 | 21 |
| -2.01% | Aug 28, 2023 | 3 | Aug 31, 2023 | 13 | Sep 20, 2023 | 16 |
| -1.87% | Feb 13, 2026 | 18 | Mar 12, 2026 | 9 | Mar 25, 2026 | 27 |
| -1.82% | Dec 21, 2023 | 4 | Dec 28, 2023 | 3 | Jan 3, 2024 | 7 |
| -1.81% | Jun 17, 2015 | 1 | Jun 18, 2015 | 20 | Jul 17, 2015 | 21 |
| -1.80% | Feb 27, 2015 | 7 | Mar 10, 2015 | 13 | Mar 27, 2015 | 20 |
| -1.73% | May 15, 2026 | 31 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -1.62% | Feb 17, 2017 | 14 | Mar 10, 2017 | 9 | Mar 23, 2017 | 23 |
| -1.62% | Jul 21, 2025 | 4 | Jul 25, 2025 | 22 | Aug 26, 2025 | 26 |
| -1.62% | Nov 1, 2016 | 9 | Nov 14, 2016 | 1 | Nov 15, 2016 | 10 |
| -1.45% | Jul 20, 2015 | 3 | Jul 23, 2015 | 12 | Aug 10, 2015 | 15 |
| -1.41% | Jun 14, 2024 | 3 | Jun 20, 2024 | 18 | Jul 17, 2024 | 21 |
| -1.33% | May 12, 2016 | 15 | Jun 3, 2016 | 22 | Jul 6, 2016 | 37 |