OXLCO vs IIIV

Comparison between Oxford Lane Capital Corp (OXLCO, Company) and i3 Verticals Inc - Class A (IIIV, Company).

OXLCO is from the Financial Services sector, while IIIV is from the Technology sector.

5-Year PerformanceOXLCO has outperformed IIIV, delivering a return of +6.2% compared to -8.5%

OXLCO vs IIIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLCO(COMPANY)	IIIV(COMPANY)
Market Cap	$432M	$432M
Max Drawdown	19.95%	61.40%
Sharpe Ratio	0.85	-0.48
5Y Beta	0.04	0.71
Industry	Asset Management	Software - Infrastructure
P/E Ratio	26.80	32.44
Forward P/E	N/A	19.16
PEG Ratio	0.00	1.24
Dividend Yield	21.00%	N/A
Debt to Equity	N/A	25.52%
Free Cash Flow Yield	N/A	10.14%
P/S Ratio	0.88	1.94
P/B Ratio	N/A	1.25

Market Cap

Winner

OXLCO

$432M

IIIV

$432M

Max Drawdown

Winner

OXLCO

19.95%

IIIV

61.40%

Sharpe Ratio

Winner

OXLCO

0.85

IIIV

-0.48

5Y Beta

Winner

OXLCO

0.04

IIIV

0.71

Industry

OXLCO

Asset Management

IIIV

Software - Infrastructure

P/E Ratio

Winner

OXLCO

26.80

IIIV

32.44

Forward P/E

OXLCO

N/A

IIIV

19.16

PEG Ratio

Winner

OXLCO

0.00

IIIV

1.24

Dividend Yield

OXLCO

21.00%

IIIV

N/A

Debt to Equity

OXLCO

N/A

IIIV

25.52%

Free Cash Flow Yield

OXLCO

N/A

IIIV

10.14%

P/S Ratio

Winner

OXLCO

0.88

IIIV

1.94

P/B Ratio

OXLCO

N/A

IIIV

1.25

OXLCO vs IIIV - Historical Returns

Returns include dividend reinvestment.

Period	OXLCO	IIIV
1 month	+1.36%	-12.14%
3 months	+4.68%	-16.61%
6 months	+5.99%	-15.21%
1 year	+11.82%	-20.84%
5 years(CAGR)	+6.17%	-8.54%
Max(CAGR)	+6.17%	+0.88%

Winner

OXLCO

+1.36%

IIIV

-12.14%

Winner

OXLCO

+4.68%

IIIV

-16.61%

Winner

OXLCO

+5.99%

IIIV

-15.21%

Winner

OXLCO

+11.82%

IIIV

-20.84%

5Y(CAGR)

Winner

OXLCO

+6.17%

IIIV

-8.54%

Max(CAGR)

Winner

OXLCO

+6.17%

IIIV

+0.88%

OXLCO vs IIIV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OXLCO	IIIV
2026	+5.16%	-22.06%
2025	+9.57%	+8.16%
2024	+9.48%	+9.71%
2023	+12.74%	-13.52%
2022	-12.12%	+0.37%
2021	+2.89%	-30.56%
2020	N/A	+13.27%
2019	N/A	+14.60%
2018	N/A	+31.34%

OXLCO vs IIIV Drawdown Comparison

The maximum drawdown for OXLCO was -16.34%, occurring on Oct 27, 2022. Recovery took 422 trading sessions.

The maximum drawdown for IIIV was -61.40%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current OXLCO drawdown is -2.90%. The current IIIV drawdown is -45.74%.

Rank	OXLCO	IIIV
#1	-16.34% Apr 19, 2022 - Dec 21, 2023	-61.40% Feb 7, 2020 - Mar 23, 2020
#2	-5.27% May 11, 2026 - May 18, 2026	-36.13% Jul 1, 2019 - Jan 10, 2020
#3	-3.29% Feb 2, 2024 - Apr 4, 2024	-26.20% Oct 2, 2018 - Jan 2, 2019
#4	-2.87% Mar 26, 2025 - May 20, 2025	-20.87% Jan 7, 2019 - Jun 20, 2019
#5	-2.20% Nov 10, 2025 - Dec 18, 2025	-20.87% Jun 21, 2018 - Aug 24, 2018
#6	-2.12% Feb 13, 2026 - Apr 9, 2026	-8.32% Jan 2, 2019 - Jan 7, 2019
#7	-2.12% Dec 21, 2023 - Jan 9, 2024	-5.97% Jan 23, 2020 - Feb 3, 2020
#8	-1.96% Jul 18, 2025 - Aug 27, 2025	-3.82% Sep 17, 2018 - Sep 28, 2018
#9	-1.71% Dec 4, 2024 - Jan 24, 2025	-3.30% Aug 24, 2018 - Sep 4, 2018
#10	-1.67% Jun 24, 2024 - Aug 6, 2024	-2.36% Sep 6, 2018 - Sep 11, 2018
#11	-1.65% Apr 23, 2024 - May 6, 2024	-0.88% Jun 25, 2019 - Jun 27, 2019
#12	-1.64% Sep 16, 2024 - Oct 1, 2024	N/A
#13	-1.55% Apr 8, 2024 - Apr 17, 2024	N/A
#14	-1.52% Nov 15, 2021 - Dec 31, 2021	N/A
#15	-1.45% Dec 30, 2025 - Jan 14, 2026	N/A