(OXSQ) Oxford Square Capital - Performance -12.7% in 12m
OXSQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
14.66%
#120 in Peer-Group
Rel. Strength
28.78%
#5312 in Stock-Universe
Total Return 12m
-12.67%
#169 in Peer-Group
Total Return 5y
58.63%
#81 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 2.68 USD |
| 52 Week Low | 2.18 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 13.63 |
| Buy/Sell Signal +-5 | 0.40 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: OXSQ (-12.7%) vs XLF (26.4%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
9.97% | 54.7% | 248% | 9.14 | 7.45 | 1.25 | 76.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
3.08% | 20.5% | 153% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
3.25% | 28% | 422% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
-0.25% | 57.1% | 183% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| OFS NASDAQ OFS Capital |
4.37% | 11.5% | 241% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
2.5% | 38% | 138% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
0.6% | 3.25% | 239% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
3.42% | 17.8% | 227% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
Performance Comparison: OXSQ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OXSQ
| Total Return (including Dividends) | OXSQ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.33% | 1.29% | 3.01% |
| 3 Months | -10.99% | 2.29% | 5.82% |
| 12 Months | -12.67% | 26.41% | 12.82% |
| 5 Years | 58.63% | 146.51% | 114.16% |
| Trend Score (consistency of price movement) | OXSQ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -88.5% | 5.9% | 78.3% |
| 3 Months | -76.1% | 73.1% | 87.1% |
| 12 Months | -57.3% | 78% | 43.5% |
| 5 Years | 27% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #174 | -6.53% | -8.09% |
| 3 Month | #173 | -12.98% | -15.88% |
| 12 Month | #169 | -30.92% | -22.60% |
| 5 Years | #111 | -35.65% | -25.93% |
FAQs
Does Oxford Square Capital (OXSQ) outperform the market?
No,
over the last 12 months OXSQ made -12.67%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 26.41%.
Over the last 3 months OXSQ made -10.99%, while XLF made 2.29%.
Performance Comparison OXSQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
OXSQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.8% | -8.3% | -5.7% | -25% |
| US NASDAQ 100 | QQQ | -3.3% | -9.3% | -6.6% | -26% |
| German DAX 40 | DAX | -1.7% | -2.3% | -21.3% | -41% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.4% | -9.6% | -6.3% | -32% |
| Hongkong Hang Seng | HSI | -5.3% | -13.5% | -24.8% | -48% |
| India NIFTY 50 | INDA | -3.2% | -6.2% | -7.4% | -13% |
| Brasil Bovespa | EWZ | 0.9% | -5.7% | -27.7% | -19% |
OXSQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.8% | -8.9% | -10.9% | -36% |
| Consumer Discretionary | XLY | -2.4% | -3.8% | 4.2% | -32% |
| Consumer Staples | XLP | -1.4% | -3.5% | -6% | -19% |
| Energy | XLE | 2.3% | -8.4% | -5.7% | -8% |
| Financial | XLF | -3.6% | -6.6% | -9.5% | -39% |
| Health Care | XLV | -1.9% | -7.1% | -0.9% | -6% |
| Industrial | XLI | -2.3% | -6% | -11.9% | -32% |
| Materials | XLB | -1.2% | -5.4% | -6.8% | -13% |
| Real Estate | XLRE | -0.3% | -6% | -6.6% | -25% |
| Technology | XLK | -4.3% | -12.9% | -8.1% | -24% |
| Utilities | XLU | -1.5% | -4.6% | -11.1% | -33% |
| Aerospace & Defense | XAR | -3.5% | -10.1% | -22.6% | -57% |
| Biotech | XBI | -1.7% | -10.4% | 6% | -2% |
| Homebuilder | XHB | -4.9% | -5.6% | 4.3% | -9% |
| Retail | XRT | -1.4% | -5.7% | 1.9% | -15% |
OXSQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 10% | -14.3% | -4.37% | -6% |
| Natural Gas | UNG | 11.4% | 1.8% | -7.2% | 4% |
| Gold | GLD | 0.1% | -6.2% | -30.5% | -56% |
| Silver | SLV | -0.1% | -14.5% | -25.8% | -38% |
| Copper | CPER | -2.6% | -9.4% | -23.3% | -26% |
OXSQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.9% | -7.8% | -5.5% | -9% |
| iShares High Yield Corp. Bond | HYG | -1.7% | -6.7% | -8.3% | -22% |