Performance analysis of Oxford Square Capital (OXSQZ)
Annual Return
Over the past 3 years, OXSQZ has had an average annual return of +6.34%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, OXSQZ has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 4, 2019, OXSQZ has had an average annual return of +5.76%, underperforming the benchmark SPY, which returned +15.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +6.64% | +10.36% | +7.55% | -0.54% | +7.39% | +5.69% | +5.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | +0% | ||||||
| 2025 | +0.97% | +0.18% | +1.23% | +0.21% | +1.09% | +0.81% | +1.42% | +0.22% | +0.32% | +6.64% | |||
| 2024 | +1.63% | +1.46% | +0.37% | -0.47% | +1.59% | +0.45% | +1.54% | -0% | +1.60% | +0.85% | +0.81% | +0.09% | +10.36% |
| 2023 | +2.91% | +0.78% | -3.17% | +2.59% | -0.81% | +1.03% | +2.75% | +0.62% | -1.82% | -0.09% | +1.59% | +1.10% | +7.55% |
| 2022 | +0.81% | -0.32% | +0.76% | +0.58% | -0.59% | +1.64% | -1.81% | +0.32% | -1.91% | -1.23% | -0.48% | +1.76% | -0.54% |
| 2021 | +1.55% | +0.78% | -0.30% | +3.46% | -0.38% | -1.02% | +1.21% | +0.12% | +1.99% | +1.47% | -1.32% | -0.31% | +7.39% |
| 2020 | +2.42% | -3.59% | -24.25% | +19.57% | -1.81% | +4.53% | +1.39% | +5.42% | +5.40% | -1.48% | +3.12% | +0.60% | +5.69% |
| 2019 | +0.36% | +0.54% | -0.14% | +1.16% | -0% | +1.52% | -0.00966% | -1.39% | +3.28% | +5.38% |
Drawdown analysis of Oxford Square Capital (OXSQZ)
The maximum drawdown for the OXSQZ was -42.88%, occurring on Mar 20, 2020. Recovery took 133 trading sessions.
Since Apr 4, 2019 OXSQZ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.88% | Jan 29, 2020 | 36 | Mar 20, 2020 | 133 | Sep 29, 2020 | 169 |
| -7.72% | Apr 22, 2022 | 135 | Nov 3, 2022 | 61 | Feb 2, 2023 | 196 |
| -4.38% | Sep 25, 2019 | 52 | Dec 9, 2019 | 17 | Jan 3, 2020 | 69 |
| -4.34% | Sep 13, 2023 | 15 | Oct 4, 2023 | 44 | Dec 6, 2023 | 59 |
| -4.32% | Feb 24, 2023 | 10 | Mar 10, 2023 | 79 | Jul 5, 2023 | 89 |
| -3.96% | Oct 29, 2020 | 4 | Nov 4, 2020 | 17 | Nov 30, 2020 | 21 |
| -3.15% | Mar 30, 2021 | 2 | Apr 1, 2021 | 8 | Apr 14, 2021 | 10 |
| -3.06% | Oct 4, 2021 | 5 | Oct 11, 2021 | 128 | Apr 13, 2022 | 133 |
| -3.05% | Apr 14, 2021 | 3 | Apr 19, 2021 | 114 | Sep 29, 2021 | 117 |
| -2.87% | Sep 29, 2020 | 21 | Oct 28, 2020 | 1 | Oct 29, 2020 | 22 |
| -2.28% | Jun 11, 2019 | 9 | Jun 24, 2019 | 30 | Aug 6, 2019 | 39 |
| -1.89% | May 10, 2019 | 9 | May 23, 2019 | 12 | Jun 11, 2019 | 21 |
| -1.72% | Jan 25, 2024 | 4 | Jan 31, 2024 | 2 | Feb 2, 2024 | 6 |
| -1.70% | Mar 12, 2021 | 4 | Mar 18, 2021 | 8 | Mar 30, 2021 | 12 |
| -1.70% | Dec 21, 2020 | 2 | Dec 23, 2020 | 12 | Jan 12, 2021 | 14 |
| -1.59% | Jan 3, 2020 | 2 | Jan 7, 2020 | 5 | Jan 14, 2020 | 7 |
| -1.58% | Aug 27, 2019 | 4 | Sep 3, 2019 | 10 | Sep 17, 2019 | 14 |
| -1.35% | Apr 12, 2024 | 12 | Apr 30, 2024 | 2 | May 2, 2024 | 14 |
| -1.34% | Jan 15, 2021 | 2 | Jan 20, 2021 | 15 | Feb 10, 2021 | 17 |
| -1.33% | Feb 22, 2021 | 9 | Mar 5, 2021 | 3 | Mar 10, 2021 | 12 |
| -1.28% | Mar 26, 2025 | 10 | Apr 9, 2025 | 6 | Apr 17, 2025 | 16 |
| -1.20% | Nov 30, 2020 | 3 | Dec 3, 2020 | 12 | Dec 21, 2020 | 15 |
| -1.18% | Feb 11, 2021 | 2 | Feb 16, 2021 | 3 | Feb 19, 2021 | 5 |
| -1.10% | Aug 20, 2024 | 1 | Aug 21, 2024 | 17 | Sep 16, 2024 | 18 |
| -1.07% | Dec 21, 2023 | 5 | Dec 29, 2023 | 1 | Jan 2, 2024 | 6 |