The total return over the past 12 months is +8.49% vs. +16.94% for the S&P 500. So far it's up +6.36% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +3.17% | +4.11% | N/A | N/A | N/A | N/A |
| Total Return CAGR | +8.49% | +9.68% | N/A | N/A | N/A | N/A |
| Revenue CAGR | +309.48% | +14.31% | +25.20% | +20.73% | +55.60% | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | +41.21% | +26.72% | +73.41% | N/A |
| Dividends CAGR | (20.01%) | +1.14% | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Oxford Lane Capital Corp. 5.00% Notes due 2027 (OXLCZ)
| Year | Start price | End price | OXLCZ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $24.38 | $24.97 | +6.36% | +14.51% | (8.15%) |
| 2025 | $23.71 | $24.38 | +8.28% | +17.72% | (9.44%) |
| 2024 | $22.79 | $23.71 | +9.72% | +24.89% | (15.17%) |
| 2023 | $22.15 | $22.79 | +8.73% | +26.19% | (17.46%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
