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AOD vs OXLC

Comparison between abrdn Total Dynamic Dividend Fund (AOD, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceAOD has outperformed OXLC, delivering a return of +12.1% compared to -5.0%

AOD vs OXLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOD
$1.10B
OXLC
$1.10B
Max Drawdown
Winner
AOD
88.11%
OXLC
91.93%
Sharpe Ratio
Winner
AOD
2.22
OXLC
-1.45
5Y Beta
AOD
0.82
Winner
OXLC
0.69
5Y Dividends CAGR
Winner
AOD
13.15%
OXLC
2.32%

AOD vs OXLC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AOD
+8.82%
OXLC
+5.76%
3M
AOD
+5.43%
Winner
OXLC
+5.55%
6M
Winner
AOD
+18.35%
OXLC
-19.58%
1Y
Winner
AOD
+41.49%
OXLC
-41.80%
5Y(CAGR)
Winner
AOD
+12.13%
OXLC
-5.04%
10Y(CAGR)
Winner
AOD
+13.34%
OXLC
+4.16%
Max(CAGR)
Winner
AOD
+4.08%
OXLC
+3.04%

AOD vs OXLC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearAODOXLC
2026+13.51%-23.20%
2025+31.46%-24.65%
2024+17.44%+23.84%
2023+11.93%+14.29%
2022-18.51%-27.46%
2021+26.10%+57.30%
2020+7.68%-15.25%
2019+32.80%-2.92%
2018-17.09%+10.99%
2017+33.42%+11.56%
2016+9.35%+35.17%
2015-3.37%-20.64%
2014+9.88%-0.72%
2013+10.63%+26.27%
2012+5.49%+30.32%
2011-17.56%-25.72%
2010-23.41%N/A
2009+59.30%N/A
2008-57.47%N/A
2007-6.38%N/A

AOD vs OXLC Drawdown Comparison

The maximum drawdown for AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 3420 trading sessions.

The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.

The current OXLC drawdown is -43.44%.

RankAODOXLC
#1-72.10%
Jun 1, 2007 - Dec 30, 2020
-74.42%
Jul 24, 2019 - Jun 3, 2021
#2-28.90%
Jan 12, 2022 - Jul 3, 2024
-57.10%
May 16, 2025 - Mar 13, 2026
#3-16.71%
Feb 26, 2026 - May 8, 2026
-56.97%
Jun 3, 2015 - Nov 16, 2016
#4-14.30%
Feb 18, 2025 - May 16, 2025
-36.81%
Feb 2, 2022 - Jun 7, 2024
#5-7.29%
Jul 16, 2024 - Aug 12, 2024
-33.15%
May 11, 2011 - Nov 6, 2012
#6-6.74%
Sep 2, 2021 - Dec 27, 2021
-24.62%
Aug 9, 2018 - Apr 8, 2019
#7-6.03%
Sep 30, 2024 - Feb 5, 2025
-14.40%
Feb 18, 2025 - May 14, 2025
#8-4.76%
Oct 24, 2025 - Nov 28, 2025
-13.23%
Feb 19, 2014 - May 28, 2015
#9-4.52%
May 11, 2007 - Jun 1, 2007
-12.86%
Feb 2, 2011 - May 11, 2011
#10-4.26%
Feb 1, 2007 - Mar 29, 2007
-12.83%
Nov 1, 2017 - Feb 8, 2018
#11-3.70%
May 7, 2021 - May 18, 2021
-12.01%
Nov 2, 2021 - Jan 11, 2022
#12-3.43%
Feb 16, 2021 - Mar 15, 2021
-10.64%
Apr 5, 2017 - Aug 21, 2017
#13-3.37%
Jun 10, 2021 - Jul 14, 2021
-9.60%
May 21, 2013 - Nov 27, 2013
#14-2.98%
Jul 25, 2025 - Aug 8, 2025
-9.24%
Jun 4, 2021 - Oct 11, 2021
#15-2.79%
Oct 8, 2025 - Oct 20, 2025
-8.40%
May 18, 2018 - Aug 1, 2018

Correlation

Correlation between AOD and OXLC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2007 - 2026)

AOD vs OXLC dividend yield comparison.

YearAODOXLC
20263.88%13.85%
202512.00%35.86%
202410.73%20.12%
20238.56%18.83%
20228.85%17.75%
20216.75%10.51%
20207.80%22.46%
20197.71%19.85%
20189.57%16.70%
20177.29%17.91%
20169.10%22.84%
20158.93%24.10%
20147.99%16.72%
20138.40%12.69%
201216.38%14.30%
201115.07%13.14%
201017.91%0.00%
200917.58%0.00%
200834.95%0.00%
200713.78%0.00%

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