Performance analysis of Oxford Lane Capital (OXLCZ)
Annual Return
Over the past 3 years, OXLCZ has had an average annual return of +8.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jan 14, 2022, OXLCZ has had an average annual return of +5.04%, underperforming the benchmark SPY, which returned +13.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.98% | +8.30% | +9.70% | +8.73% | -6.74% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.90% | -0.33% | +0.83% | +1.39% | +0.44% | -0.28% | +2.98% | ||||||
| 2025 | +0.40% | +0.88% | +0.47% | +0.12% | +1.17% | +0.77% | +0.77% | +0.59% | +0.82% | +0.26% | +0.66% | +1.08% | +8.30% |
| 2024 | +0.93% | +1.08% | +0.79% | -0.47% | +1.69% | +0.47% | +1.08% | +0.34% | +1.55% | +0.05% | +0.93% | +0.87% | +9.70% |
| 2023 | +2.12% | +0.30% | +0.75% | +0.14% | -0.26% | +0.77% | +0.98% | -0.03% | +0.44% | -0.18% | +1.72% | +1.67% | +8.73% |
| 2022 | -1.20% | +1.13% | +0.44% | -3.95% | +0.58% | +0.31% | -1.93% | +0.82% | -0.52% | -4.60% | +1.45% | +0.73% | -6.74% |
Drawdown analysis of Oxford Lane Capital (OXLCZ)
The maximum drawdown for the OXLCZ was -11.64%, occurring on Oct 24, 2022. Recovery took 284 trading sessions.
The current OXLCZ drawdown is -0.28%.
Since Jan 14, 2022 OXLCZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.64% | Mar 24, 2022 | 147 | Oct 24, 2022 | 284 | Dec 11, 2023 | 431 |
| -1.92% | Jan 21, 2022 | 5 | Jan 28, 2022 | 30 | Mar 14, 2022 | 35 |
| -1.84% | Mar 25, 2025 | 8 | Apr 4, 2025 | 18 | May 1, 2025 | 26 |
| -1.06% | Mar 19, 2026 | 7 | Mar 30, 2026 | 10 | Apr 14, 2026 | 17 |
| -0.82% | Apr 8, 2024 | 6 | Apr 16, 2024 | 15 | May 7, 2024 | 21 |
| -0.81% | Feb 2, 2024 | 2 | Feb 6, 2024 | 9 | Feb 20, 2024 | 11 |
| -0.77% | Jan 29, 2026 | 15 | Feb 20, 2026 | 8 | Mar 4, 2026 | 23 |
| -0.73% | May 24, 2024 | 8 | Jun 6, 2024 | 4 | Jun 12, 2024 | 12 |
| -0.69% | Dec 11, 2023 | 2 | Dec 13, 2023 | 2 | Dec 15, 2023 | 4 |
| -0.69% | Feb 20, 2024 | 1 | Feb 21, 2024 | 4 | Feb 27, 2024 | 5 |
| -0.65% | Sep 24, 2025 | 19 | Oct 21, 2025 | 11 | Nov 5, 2025 | 30 |
| -0.62% | May 6, 2025 | 2 | May 8, 2025 | 4 | May 14, 2025 | 6 |
| -0.60% | May 14, 2025 | 4 | May 20, 2025 | 1 | May 21, 2025 | 5 |
| -0.57% | Mar 19, 2024 | 9 | Apr 2, 2024 | 4 | Apr 8, 2024 | 13 |
| -0.57% | Mar 14, 2025 | 3 | Mar 19, 2025 | 4 | Mar 25, 2025 | 7 |
| -0.54% | May 30, 2025 | 1 | Jun 2, 2025 | 7 | Jun 11, 2025 | 8 |
| -0.53% | Jun 25, 2024 | 3 | Jun 28, 2024 | 8 | Jul 11, 2024 | 11 |
| -0.51% | Aug 12, 2024 | 3 | Aug 15, 2024 | 8 | Aug 27, 2024 | 11 |
| -0.48% | May 7, 2026 | 5 | May 14, 2026 | 3 | May 19, 2026 | 8 |
| -0.47% | Dec 17, 2024 | 2 | Dec 19, 2024 | 10 | Jan 6, 2025 | 12 |
| -0.46% | Oct 24, 2024 | 5 | Oct 31, 2024 | 2 | Nov 4, 2024 | 7 |
| -0.46% | Jun 14, 2024 | 2 | Jun 18, 2024 | 2 | Jun 21, 2024 | 4 |
| -0.45% | Aug 5, 2025 | 2 | Aug 7, 2025 | 16 | Aug 29, 2025 | 18 |
| -0.44% | Jan 12, 2024 | 3 | Jan 18, 2024 | 5 | Jan 25, 2024 | 8 |
| -0.40% | Nov 20, 2024 | 1 | Nov 21, 2024 | 2 | Nov 25, 2024 | 3 |