BBN vs OXLC

Comparison between BlackRock Taxable Municipal Bond Trust (BBN, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceBBN has outperformed OXLC, delivering a return of -2.0% compared to -5.1%

BBN vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBN(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Max Drawdown	47.35%	91.93%
Sharpe Ratio	0.47	-1.43
5Y Beta	0.14	0.69
5Y Dividends CAGR	-1.79%	2.32%

Net Assets

BBN

$1.10B

OXLC

$1.10B

Max Drawdown

Winner

BBN

47.35%

OXLC

91.93%

Sharpe Ratio

Winner

BBN

0.47

OXLC

-1.43

5Y Beta

Winner

BBN

0.14

OXLC

0.69

5Y Dividends CAGR

BBN

-1.79%

Winner

OXLC

2.32%

BBN vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	BBN	OXLC
1 month	-0.69%	+5.20%
3 months	+0.03%	+3.19%
6 months	-2.80%	-18.59%
1 year	+8.69%	-40.28%
5 years(CAGR)	-2.01%	-5.14%
10 years(CAGR)	+2.76%	+4.50%
Max(CAGR)	+5.65%	+3.08%

BBN

-0.69%

Winner

OXLC

+5.20%

BBN

+0.03%

Winner

OXLC

+3.19%

Winner

BBN

-2.80%

OXLC

-18.59%

Winner

BBN

+8.69%

OXLC

-40.28%

5Y(CAGR)

Winner

BBN

-2.01%

OXLC

-5.14%

10Y(CAGR)

BBN

+2.76%

Winner

OXLC

+4.50%

Max(CAGR)

Winner

BBN

+5.65%

OXLC

+3.08%

BBN vs OXLC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BBN	OXLC
2026	+1.32%	-22.66%
2025	+8.65%	-24.65%
2024	+5.90%	+23.84%
2023	+1.05%	+14.29%
2022	-30.35%	-27.46%
2021	+4.19%	+57.30%
2020	+15.34%	-15.25%
2019	+24.63%	-2.92%
2018	-2.70%	+10.99%
2017	+14.37%	+11.56%
2016	+9.49%	+35.17%
2015	+2.31%	-20.64%
2014	+25.88%	-0.72%
2013	-9.34%	+26.27%
2012	+14.55%	+30.32%
2011	+30.41%	-25.72%
2010	-10.94%	N/A

BBN vs OXLC Drawdown Comparison

The maximum drawdown for BBN was -38.38%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

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

The current BBN drawdown is -18.11%. The current OXLC drawdown is -43.05%.

Rank	BBN	OXLC
#1	-38.38% Sep 15, 2021 - Oct 25, 2023	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-22.76% Mar 6, 2020 - Jul 24, 2020	-57.10% May 16, 2025 - Mar 13, 2026
#3	-17.90% Mar 6, 2013 - Jun 16, 2014	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-17.43% Aug 10, 2016 - Aug 22, 2017	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-15.13% Sep 17, 2010 - Jul 5, 2011	-33.15% May 11, 2011 - Nov 6, 2012
#6	-12.99% Feb 2, 2015 - Jan 11, 2016	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-11.77% Dec 29, 2020 - Aug 2, 2021	-14.40% Feb 18, 2025 - May 14, 2025
#8	-11.60% Jan 4, 2018 - Jan 25, 2019	-13.23% Feb 19, 2014 - May 28, 2015
#9	-7.66% Sep 4, 2019 - Jan 15, 2020	-12.86% Feb 2, 2011 - May 11, 2011
#10	-6.45% Mar 12, 2012 - Apr 27, 2012	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-6.16% Aug 1, 2012 - Mar 4, 2013	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-5.79% Jul 5, 2011 - Aug 3, 2011	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-5.55% Feb 26, 2020 - Mar 6, 2020	-9.60% May 21, 2013 - Nov 27, 2013
#14	-5.21% May 13, 2016 - Jun 13, 2016	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-5.21% Aug 7, 2020 - Sep 2, 2020	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between BBN and OXLC is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2010 - 2026)

BBN vs OXLC dividend yield comparison.

Year	BBN	OXLC
2026	2.45%	13.75%
2025	7.01%	35.86%
2024	6.92%	20.12%
2023	7.16%	18.83%
2022	7.91%	17.75%
2021	5.45%	10.51%
2020	5.05%	22.46%
2019	5.66%	19.85%
2018	7.09%	16.70%
2017	6.82%	17.91%
2016	7.32%	22.84%
2015	7.54%	24.10%
2014	7.14%	16.72%
2013	8.26%	12.69%
2012	6.91%	14.30%
2011	6.86%	13.14%
2010	2.73%	0.00%