(OXLC) Oxford Lane Capital - Performance 14.4% in 12m
Compare OXLC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.01%
#31 in Group
Rel. Strength
68.65%
#2503 in Universe
Total Return 12m
14.42%
#64 in Group
Total Return 5y
188.52%
#17 in Group
P/E 5.41
11th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 44.3%
(?) Percentile in Group
12m Total Return: OXLC (14.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: OXLC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OXLC
| Total Return (including Dividends) | OXLC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.51% | -2.11% | -0.87% |
| 3 Months | -3.52% | -4.92% | -7.58% |
| 12 Months | 14.42% | 22.69% | 11.88% |
| 5 Years | 188.52% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | OXLC | XLF | S&P 500 |
| 1 Month | 19.0% | 27.8% | 23% |
| 3 Months | -73.8% | -81% | -88.5% |
| 12 Months | 35.9% | 83.7% | 55.1% |
| 5 Years | 70.4% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #47 | 2.67% | 1.38% |
| 3 Month | #94 | 1.48% | 4.40% |
| 12 Month | #64 | -6.74% | 2.28% |
| 5 Years | #20 | 17.8% | 37.2% |
FAQs
Does OXLC Oxford Lane Capital outperforms the market?
No,
over the last 12 months OXLC made 14.42%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OXLC made -3.52%, while XLF made -4.92%.
Over the last 3 months OXLC made -3.52%, while XLF made -4.92%.
Performance Comparison OXLC vs Indeces and Sectors
OXLC vs. Indices OXLC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.22% | 1.38% | 0.39% | 2.54% |
| US NASDAQ 100 | QQQ | -0.81% | -0.89% | -0.04% | 1.75% |
| US Dow Jones Industrial 30 | DIA | 1.16% | 3.69% | 0.48% | 5.22% |
| German DAX 40 | DAX | 1.45% | -0.81% | -19.1% | -10.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.18% | 3.33% | 3.38% | 8.46% |
| Hongkong Hang Seng | HSI | 1.21% | 0.45% | -1.53% | 0.53% |
| India NIFTY 50 | INDA | 3.06% | -3.55% | 0.10% | 11.4% |
| Brasil Bovespa | EWZ | 1.02% | -4.09% | -3.31% | 20.2% |
OXLC vs. Sectors OXLC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.03% | 1.56% | -5.74% | -9.54% |
| Consumer Discretionary | XLY | 0.14% | 0.61% | -2.12% | 1.10% |
| Consumer Staples | XLP | 3.72% | 0.31% | -4.92% | 3.22% |
| Energy | XLE | 4.70% | 14.4% | 6.18% | 25.5% |
| Financial | XLF | 1.61% | 2.62% | -7.21% | -8.27% |
| Health Care | XLV | 0.30% | 4.30% | 2.08% | 12.7% |
| Industrial | XLI | -0.20% | 0.40% | -0.32% | 4.83% |
| Materials | XLB | 0.83% | 2.94% | 7.80% | 17.9% |
| Real Estate | XLRE | 1.74% | 1.82% | 1.28% | -3.67% |
| Technology | XLK | -2.23% | -1.18% | 3.73% | 6.69% |
| Utilities | XLU | 3.06% | 0.45% | -1.73% | -7.41% |
| Aerospace & Defense | XAR | -0.73% | -5.88% | -13.1% | -12.2% |
| Biotech | XBI | -1.08% | -1.77% | 13.0% | 16.3% |
| Homebuilder | XHB | 0.91% | 2.78% | 15.2% | 21.5% |
| Retail | XRT | 1.79% | 1.07% | 5.96% | 17.2% |