Performance analysis of Oxford Square Capital (OXSQG)
Annual Return
Over the past 3 years, OXSQG has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OXSQG has had an average annual return of +5.38%, underperforming the benchmark SPY, which returned +13.88% annual.
Since May 21, 2021, OXSQG has had an average annual return of +5.40%, underperforming the benchmark SPY, which returned +14.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.72% | +10.33% | +9.34% | +10.22% | -8.06% | +2.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.99% | -0.98% | -1.25% | +2.90% | -0.50% | +1.59% | +3.72% | ||||||
| 2025 | +2.18% | -0.20% | +0.20% | -0% | +0.75% | +2.80% | +1.03% | +0.53% | +1.07% | +1.35% | -0.09% | +0.31% | +10.33% |
| 2024 | +2.77% | +1.19% | -1.09% | +0.48% | +0.07% | -0.35% | +1.27% | +1.42% | +1.81% | +1.57% | -0.95% | +0.87% | +9.34% |
| 2023 | +4.43% | +0.14% | +1.11% | -1.65% | -2.74% | +2.06% | +1.10% | +3.46% | -1.56% | -1.46% | +3.65% | +1.53% | +10.22% |
| 2022 | +2.78% | -0.98% | -0.64% | -0.41% | -2.24% | -4.16% | +2.40% | +1.09% | -0.90% | -7.38% | -1.70% | +4.33% | -8.06% |
| 2021 | +0.12% | +0.80% | +0.20% | +0.28% | -0.08% | +2.86% | -0.57% | -0.81% | +2.79% |
Drawdown analysis of Oxford Square Capital (OXSQG)
The maximum drawdown for the OXSQG was -15.78%, occurring on Nov 4, 2022. Recovery took 296 trading sessions.
Since May 21, 2021 OXSQG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.78% | Jan 26, 2022 | 196 | Nov 4, 2022 | 296 | Jan 11, 2024 | 492 |
| -4.00% | Aug 9, 2021 | 33 | Sep 24, 2021 | 80 | Jan 19, 2022 | 113 |
| -3.60% | Apr 12, 2024 | 2 | Apr 16, 2024 | 61 | Jul 15, 2024 | 63 |
| -3.06% | Mar 8, 2024 | 5 | Mar 15, 2024 | 19 | Apr 12, 2024 | 24 |
| -2.47% | Feb 12, 2026 | 31 | Mar 30, 2026 | 18 | Apr 24, 2026 | 49 |
| -2.23% | Oct 27, 2025 | 9 | Nov 7, 2025 | 31 | Dec 23, 2025 | 40 |
| -2.14% | Jul 16, 2024 | 7 | Jul 25, 2024 | 38 | Sep 18, 2024 | 45 |
| -1.89% | Apr 15, 2025 | 3 | Apr 21, 2025 | 25 | May 27, 2025 | 28 |
| -1.83% | Jan 26, 2024 | 5 | Feb 2, 2024 | 1 | Feb 5, 2024 | 6 |
| -1.57% | May 8, 2026 | 14 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -1.48% | Dec 23, 2025 | 6 | Jan 2, 2026 | 9 | Jan 15, 2026 | 15 |
| -1.38% | Oct 16, 2024 | 10 | Oct 30, 2024 | 24 | Dec 4, 2024 | 34 |
| -1.35% | Oct 8, 2025 | 1 | Oct 9, 2025 | 12 | Oct 27, 2025 | 13 |
| -1.33% | Aug 15, 2025 | 1 | Aug 18, 2025 | 15 | Sep 9, 2025 | 16 |
| -1.16% | Dec 10, 2024 | 3 | Dec 13, 2024 | 20 | Jan 15, 2025 | 23 |
| -1.12% | Jan 21, 2025 | 6 | Jan 29, 2025 | 12 | Feb 14, 2025 | 18 |
| -1.08% | Apr 24, 2026 | 3 | Apr 29, 2026 | 1 | Apr 30, 2026 | 4 |
| -1.07% | Feb 14, 2025 | 2 | Feb 19, 2025 | 21 | Mar 20, 2025 | 23 |
| -1.04% | Jul 29, 2025 | 3 | Aug 1, 2025 | 5 | Aug 8, 2025 | 8 |
| -1.03% | Mar 20, 2025 | 16 | Apr 11, 2025 | 2 | Apr 15, 2025 | 18 |
| -0.98% | Jul 26, 2021 | 3 | Jul 29, 2021 | 4 | Aug 4, 2021 | 7 |
| -0.92% | Aug 8, 2025 | 3 | Aug 13, 2025 | 2 | Aug 15, 2025 | 5 |
| -0.82% | Jan 15, 2025 | 1 | Jan 16, 2025 | 1 | Jan 17, 2025 | 2 |
| -0.79% | Jun 25, 2021 | 3 | Jun 30, 2021 | 13 | Jul 20, 2021 | 16 |
| -0.66% | Sep 17, 2025 | 2 | Sep 19, 2025 | 6 | Sep 29, 2025 | 8 |