OXSQZ vs SMA

Comparison between Oxford Square Capital Corp (OXSQZ, Company) and Smartstop Self Storage REIT Inc (SMA, Company).

OXSQZ vs SMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXSQZ(COMPANY)	SMA(COMPANY)
Market Cap	$1.85B	$1.84B
Max Drawdown	43.20%	24.01%
Sharpe Ratio	0.68	-0.18
5Y Beta	-0.00	0.34
Industry	Other	Reit - Industrial
P/E Ratio	125.86	192.82
Dividend Yield	8.59%	1.21%
5Y Dividends CAGR	4.56%	N/A
Debt to Equity	73.08%	94.07%
Free Cash Flow Yield	0.91%	5.35%
P/S Ratio	65.06	6.67
P/B Ratio	11.72	1.58

Market Cap

Winner

OXSQZ

$1.85B

SMA

$1.84B

Max Drawdown

OXSQZ

43.20%

Winner

SMA

24.01%

Sharpe Ratio

Winner

OXSQZ

0.68

SMA

-0.18

5Y Beta

Winner

OXSQZ

-0.00

SMA

0.34

Industry

OXSQZ

Other

SMA

Reit - Industrial

P/E Ratio

Winner

OXSQZ

125.86

SMA

192.82

Dividend Yield

Winner

OXSQZ

8.59%

SMA

1.21%

5Y Dividends CAGR

OXSQZ

4.56%

SMA

N/A

Debt to Equity

Winner

OXSQZ

73.08%

SMA

94.07%

Free Cash Flow Yield

OXSQZ

0.91%

Winner

SMA

5.35%

P/S Ratio

OXSQZ

65.06

Winner

SMA

6.67

P/B Ratio

OXSQZ

11.72

Winner

SMA

1.58

OXSQZ vs SMA - Historical Returns

Returns include dividend reinvestment.

Period	OXSQZ	SMA
1 month	+0.00%	+10.08%
3 months	+0.00%	+10.38%
6 months	N/A	+12.23%
1 year	+1.68%	-5.06%
5 years(CAGR)	+5.18%	N/A
Max(CAGR)	+5.81%	+7.25%

OXSQZ

+0.00%

Winner

SMA

+10.08%

OXSQZ

+0.00%

Winner

SMA

+10.38%

OXSQZ

N/A

SMA

+12.23%

Winner

OXSQZ

+1.68%

SMA

-5.06%

5Y(CAGR)

OXSQZ

+5.18%

SMA

N/A

Max(CAGR)

OXSQZ

+5.81%

Winner

SMA

+7.25%

OXSQZ vs SMA - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OXSQZ	SMA
2026	+0.00%	+12.23%
2025	+6.46%	-2.20%
2024	+7.79%	N/A
2023	+7.96%	N/A
2022	-0.54%	N/A
2021	+7.38%	N/A
2020	+5.49%	N/A
2019	+5.38%	N/A

OXSQZ vs SMA Drawdown Comparison

The maximum drawdown for OXSQZ was -42.87%, occurring on Mar 20, 2020. Recovery took 169 trading sessions.

The maximum drawdown for SMA was -21.78%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current SMA drawdown is -10.04%.

Rank	OXSQZ	SMA
#1	-42.87% Jan 29, 2020 - Sep 29, 2020	-21.78% Sep 12, 2025 - Mar 30, 2026
#2	-7.72% Apr 22, 2022 - Feb 2, 2023	-8.69% Jul 2, 2025 - Sep 5, 2025
#3	-4.39% Sep 25, 2019 - Jan 3, 2020	-5.68% Apr 3, 2025 - Apr 16, 2025
#4	-4.35% Sep 13, 2023 - Dec 6, 2023	-4.80% Jun 10, 2025 - Jul 2, 2025
#5	-4.32% Feb 24, 2023 - Jul 5, 2023	-3.35% May 2, 2025 - May 8, 2025
#6	-3.96% Oct 29, 2020 - Nov 30, 2020	-2.92% May 16, 2025 - Jun 6, 2025
#7	-3.15% Mar 30, 2021 - Apr 14, 2021	-2.56% Apr 17, 2025 - Apr 28, 2025
#8	-3.07% Oct 4, 2021 - Apr 13, 2022	-1.70% May 9, 2025 - May 15, 2025
#9	-3.05% Apr 14, 2021 - Sep 29, 2021	N/A
#10	-2.87% Sep 29, 2020 - Oct 29, 2020	N/A
#11	-2.28% Jun 11, 2019 - Aug 6, 2019	N/A
#12	-1.89% May 10, 2019 - Jun 11, 2019	N/A
#13	-1.72% Jan 25, 2024 - Feb 2, 2024	N/A
#14	-1.70% Dec 21, 2020 - Jan 12, 2021	N/A
#15	-1.70% Mar 12, 2021 - Mar 30, 2021	N/A