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Performance analysis of Oxford Square Capital (OXSQH)

Annual Return

Since Aug 12, 2025, OXSQH has had an average annual return of +9.10%, underperforming the benchmark SPY, which returned +23.18% annual.

20262025
+2.57%+4.60%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.93%+0.48%-1.39%+2.65%-0.08%+0%+2.57%
2025+1.01%+0.79%+1.17%-0.04%+1.59%+4.60%

Drawdown analysis of Oxford Square Capital (OXSQH)

The maximum drawdown for the OXSQH was -3.61%, occurring on Mar 24, 2026. Recovery took 27 trading sessions.

The current OXSQH drawdown is -0.94%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.61%Feb 17, 202625Mar 24, 202627May 1, 202652
-1.45%May 7, 202610May 21, 2026OngoingOngoingOngoing
-1.23%Oct 29, 20256Nov 6, 202525Dec 12, 202531
-1.18%Dec 19, 20253Dec 24, 20256Jan 5, 20269
-1.14%Oct 6, 20255Oct 13, 20257Oct 22, 202512
-1.10%May 1, 20261May 4, 20263May 7, 20264
-0.86%Jan 9, 20263Jan 14, 20264Jan 21, 20267
-0.83%Sep 29, 20251Sep 30, 20254Oct 6, 20255
-0.83%Dec 12, 20253Dec 17, 20251Dec 18, 20254
-0.79%Feb 9, 20261Feb 10, 20263Feb 13, 20264
-0.48%Jan 26, 20264Jan 30, 20265Feb 6, 20269
-0.44%Sep 23, 20253Sep 26, 20251Sep 29, 20254
-0.35%Jan 6, 20262Jan 8, 20261Jan 9, 20263
-0.32%Sep 12, 20253Sep 17, 20254Sep 23, 20257
-0.24%Aug 21, 20253Aug 26, 20255Sep 3, 20258
-0.08%Oct 27, 20251Oct 28, 20251Oct 29, 20252
-0.07%Sep 3, 20251Sep 4, 20251Sep 5, 20252
-0.04%Jan 22, 20261Jan 23, 20261Jan 26, 20262