Oxford Square Capital (OXSQ) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Oxford Square Capital (OXSQ) ten years ago, at the end of Oct 2016, was worth $7,535 at the end of Oct 2026 with every dividend reinvested: -2.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $15,236 reinvested (2.3% a year), or $17,571 taking the dividends as cash, $16,575 of it paid out along the way.
OXSQ became
$15,236
S&P 500: $72,756
Return a year
2.3%
S&P 500: 11.1%
Payouts reinvested
$59,455
bought more shares
Worst drop
-67.0%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | OXSQ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −34.8% | $4,816 | +11.7% |
| 2025 | −13.5% | $4,750 | +17.7% |
| 2024 | −1.8% | $4,252 | +24.9% |
| 2023 | +9.2% | $4,664 | +26.2% |
| 2022 | −14.1% | $3,205 | −18.2% |
| 2021 | +46.3% | $2,682 | +28.7% |
| 2020 | −32.0% | $3,561 | +18.3% |
| 2019 | −4.3% | $4,010 | +31.2% |
| 2018 | +26.5% | $3,647 | −4.6% |
| 2017 | −2.0% | $3,209 | +21.7% |
| 2016 | +32.7% | $3,979 | +12.0% |
| 2015 | −5.0% | $3,200 | +1.2% |
| 2014 | −17.4% | $2,960 | +13.5% |
| 2013 | +15.2% | $2,935 | +32.3% |
| 2012 | +30.6% | $2,321 | +16.0% |
| 2011 | −14.5% | $1,767 | +1.9% |
| 2010 | +103.8% | $1,383 | +15.1% |
| 2009 | +82.2% | $874 | +26.4% |
| 2008 | −50.0% | $1,241 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: OXSQ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Oxford Square Capital (OXSQ) at the end of Dec 2007, with dividends reinvested, was worth $15,236 at the end of Oct 2026: 2.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, OXSQ turned $10,000 into $7,535 with dividends reinvested, -2.8% a year.
- Over the 5 years to Oct 2026, OXSQ returned -12.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking OXSQ's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,571, including $16,575 of cash received; reinvesting added $0.
- OXSQ's best calendar year in that time was 2010 (103.8%) and its worst 2008 (-50.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Oxford Square Capital (OXSQ) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/OXSQ/total-return
OXSQ total return questions
If I invested $10,000 in OXSQ 10 years ago, how much would I have?
About $7,535 at the end of Oct 2026, with every dividend reinvested: -2.8% a year. Taking them as cash, you'd have shares worth $1,647 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is OXSQ's total return since Dec 2007?
52% in total, or 2.3% a year, through Oct 2026 with dividends reinvested. The share price alone fell 90%.
How much of OXSQ's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $0 better off on a $10,000 start.
What was OXSQ's worst year?
2008, at -50.0% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -67.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.