Oxford Lane has a performance score of 12 on a scale of 0 to 100. The company holds a Beta of 0.0306, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oxford Lane's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oxford Lane is expected to be smaller as well. Oxford Lane Capital right now holds a risk of 0.26%. Please check Oxford Lane Capital potential upside, and the relationship between the total risk alpha and kurtosis , to decide if Oxford Lane Capital will be following its historical price patterns.
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Compared to the overall equity markets, risk-adjusted returns on investments in Oxford Lane Capital are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable fundamental indicators, Oxford Lane is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
Begin Period Cash Flow
90.9 M
Free Cash Flow
-385.5 M
Oxford
Oxford Lane Relative Risk vs. Return Landscape
If you would invest 2,400 in Oxford Lane Capital on October 23, 2025 and sell it today you would earn a total of 59.00 from holding Oxford Lane Capital or generate 2.46% return on investment over 90 days. Oxford Lane Capital is currently producing 0.0402% returns and takes up 0.2633% volatility of returns over 90 trading days. Put another way, 2% of traded preferred stocks are less volatile than Oxford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
Expected Return
Risk
Assuming the 90 days horizon Oxford Lane is expected to generate 1.59 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.8 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.
Oxford Lane Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oxford Lane's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Oxford Lane Capital, and traders can use it to determine the average amount a Oxford Lane's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1526
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OXLCP
Based on monthly moving average Oxford Lane is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oxford Lane by adding it to a well-diversified portfolio.
Oxford Lane Fundamentals Growth
Oxford Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Oxford Lane, and Oxford Lane fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oxford Preferred Stock performance.
Assessing Oxford Lane's fundamental ratios provides investors with valuable insights into Oxford Lane's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Oxford Lane is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States. Oxford Lane is traded on NASDAQ Exchange in the United States.
Things to note about Oxford Lane Capital performance evaluation
Checking the ongoing alerts about Oxford Lane for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Oxford Lane Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Oxford Lane Capital has high likelihood to experience some financial distress in the next 2 years
Oxford Lane Capital has accumulated about 34.67 M in cash with (385.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.24.
Evaluating Oxford Lane's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oxford Lane's preferred stock performance include:
Analyzing Oxford Lane's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oxford Lane's stock is overvalued or undervalued compared to its peers.
Examining Oxford Lane's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
Evaluating Oxford Lane's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oxford Lane's management team can help you assess the Company's leadership.
Pay attention to analyst opinions and ratings of Oxford Lane's preferred stock. These opinions can provide insight into Oxford Lane's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Oxford Lane's preferred stock performance is not an exact science, and many factors can impact Oxford Lane's preferred stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additional Tools for Oxford Preferred Stock Analysis
When running Oxford Lane's price analysis, check to measure Oxford Lane's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oxford Lane is operating at the current time. Most of Oxford Lane's value examination focuses on studying past and present price action to predict the probability of Oxford Lane's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oxford Lane's price. Additionally, you may evaluate how the addition of Oxford Lane to your portfolios can decrease your overall portfolio volatility.