Performance analysis of Oxford Square Capital (OXSQ)
Annual Return
Over the past 3 years, OXSQ has had an average annual return of -4.26%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, OXSQ has had an average annual return of -7.82%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Mar 21, 2018, OXSQ has had an average annual return of -1.89%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.25% | -13.05% | -1.74% | +7.80% | -14.35% | +47.24% | -32.11% | -4.30% | +16.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.67% | -3.00% | +2.03% | +11.09% | -28.57% | +0.35% | +14.03% | -3.25% | |||||
| 2025 | +12.56% | +4.99% | -5.86% | -1.31% | -6.96% | -2.80% | +6.05% | -4.58% | -26.20% | +21.89% | -0.82% | -3.00% | -13.05% |
| 2024 | +7.89% | +2.46% | +3.74% | +2.73% | -2.98% | -3.75% | +3.89% | -1.50% | -2.57% | +4.41% | -6.34% | -8.41% | -1.74% |
| 2023 | +17.83% | -2.90% | -8.73% | -1.44% | -7.40% | -4.82% | +16.47% | +2.76% | +0.89% | -2.88% | +1.90% | -0.54% | +7.80% |
| 2022 | +2.05% | +1.33% | +1.84% | -5.40% | +3.94% | -9.32% | +4.31% | +1.66% | -19.81% | -0.16% | +7.25% | +0.16% | -14.35% |
| 2021 | +16.88% | +9.19% | +22.47% | +7.44% | +0.31% | +0.28% | -3.99% | -5.07% | -7.42% | +5.81% | -2.04% | -0.34% | +47.24% |
| 2020 | +10.61% | -11.32% | -49.94% | +7% | +14.73% | -4.16% | +0.15% | -2.38% | -6.22% | +2.58% | +25.96% | -0.81% | -32.11% |
| 2019 | +5.10% | +1.47% | -2.86% | +0.29% | -1.76% | +3.16% | +5.74% | -7.08% | +2.19% | -17.05% | +4.03% | +4.91% | -4.30% |
| 2018 | +1.16% | +0.33% | +16.47% | -0.60% | +2.90% | +3.52% | -0.47% | -11.79% | +7.64% | -1.25% | +16.81% |
Drawdown analysis of Oxford Square Capital (OXSQ)
The maximum drawdown for the OXSQ was -67.03%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current OXSQ drawdown is -36.60%.
Since Mar 21, 2018 OXSQ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.03% | Feb 22, 2019 | 272 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -16.63% | Sep 12, 2018 | 71 | Dec 24, 2018 | 40 | Feb 22, 2019 | 111 |
| -6.72% | Jul 26, 2018 | 5 | Aug 2, 2018 | 28 | Sep 12, 2018 | 33 |
| -5.11% | Apr 5, 2018 | 15 | Apr 26, 2018 | 3 | May 1, 2018 | 18 |
| -4.29% | Jun 14, 2018 | 7 | Jun 25, 2018 | 5 | Jul 2, 2018 | 12 |
| -2.90% | Mar 23, 2018 | 2 | Mar 27, 2018 | 5 | Apr 4, 2018 | 7 |
| -2.22% | Jun 6, 2018 | 1 | Jun 7, 2018 | 5 | Jun 14, 2018 | 6 |
| -1.56% | Jul 2, 2018 | 4 | Jul 9, 2018 | 5 | Jul 16, 2018 | 9 |
| -1.50% | Jul 20, 2018 | 1 | Jul 23, 2018 | 1 | Jul 24, 2018 | 2 |
| -0.98% | May 31, 2018 | 2 | Jun 4, 2018 | 2 | Jun 6, 2018 | 4 |
| -0.57% | May 21, 2018 | 4 | May 25, 2018 | 2 | May 30, 2018 | 6 |
| -0.46% | May 3, 2018 | 1 | May 4, 2018 | 3 | May 9, 2018 | 4 |
| -0.41% | Jul 18, 2018 | 1 | Jul 19, 2018 | 1 | Jul 20, 2018 | 2 |
| -0.14% | May 17, 2018 | 1 | May 18, 2018 | 1 | May 21, 2018 | 2 |