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Oxford Square CapitalOXSQ -0.71%28 3-1 Month Momentum % is 6.52% as of Aug. 24, 2026. GuruFocus rates OXSQ with a GF Score™ of 28/100. The stock has 1 warning sign investors should review. Among 1,622 Asset Management companies, Oxford Square Capital ranks better than 81.44% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-24), Oxford Square Capital's 3-1 Month Momentum % is 6.52%.
The industry rank for Oxford Square Capital's 3-1 Month Momentum % or its related term are showing as below:
OXSQ's 3-1 Month Momentum % is ranked better than 81.44% of 1622
companies
in the Asset Management industry
Industry Median: 0.29
vs OXSQ: 6.52
Oxford Square Capital (NAS:OXSQ) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Oxford Square Capital 3-1 Month Momentum % Related Terms
OXSQ vs MHF, GLQ, IGA: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Oxford Square Capital's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Oxford Square Capital 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oxford Square Capital's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Oxford Square Capital's 3-1 Month Momentum % falls into.
Oxford Square Capital (NAS:OXSQ) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Oxford Square Capital (OXSQ) has a 3-1 Month Momentum % of 6.52% as of Aug. 24, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Oxford Square Capital and its competitors. According to the industry distribution chart, Oxford Square Capital ranks #301 out of 1622 companies in the Asset Management industry, placing it in the top 18.6%.
Is Oxford Square Capital's 3-1 Month Momentum % too high?
Oxford Square Capital's current 3-1 Month Momentum % is 6.52%. The Asset Management industry median 3-1 Month Momentum % is 0.29. Oxford Square Capital's value of 6.52% is 2148.3% above this industry median. Based on the distribution chart, Oxford Square Capital ranks #301 out of 1622 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Oxford Square Capital has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Oxford Square Capital's 3-1 Month Momentum % compare to MHF and GLQ?
According to the Asset Management industry distribution chart, Oxford Square Capital ranks #301 out of 1622 companies for 3-1 Month Momentum %. This places Oxford Square Capital in the top 19% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.29. Oxford Square Capital's value of 6.52% is 2148.3% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.29, based on 1,622 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oxford Square Capital's current 3-1 Month Momentum % of 6.52% is 2148.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Oxford Square Capital and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.29 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oxford Square Capital's current 3-1 Month Momentum % is 6.52%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oxford Square Capital stock overvalued right now?
Oxford Square Capital (OXSQ) has a current 3-1 Month Momentum % of 6.52%. The current 3-1 Month Momentum % is 6.52% and 2148.3% above the Asset Management industry median of 0.29. Oxford Square Capital's overall GF Score™ is 28/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Oxford Square Capital (OXSQ), the current 3-1 Month Momentum % is 6.52% as of Aug. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Oxford Square Capital Corp is a closed-end, non-diversified management investment company. Its investment objective is to maximize portfolio's total return. Its primary current focus is to seek an attractive risk-adjusted total return by investing in corporate debt securities and, to a lesser extent collateralized loan obligation (CLO) structured finance investments that own corporate debt securities. CLO investments may also include warehouse facilities, which are early-stage CLO vehicles intended to aggregate loans that may be used to form the basis of a traditional CLO vehicle. The company may also invest in publicly traded debt and/or equity securities.
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