CATH vs OXLC

Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceCATH has outperformed OXLC, delivering a return of +12.1% compared to -5.1%

CATH vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CATH(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.29%	N/A
Max Drawdown	33.95%	91.93%
Sharpe Ratio	1.86	-1.43
5Y Beta	0.99	0.69
P/E Ratio	28.83	N/A
Forward P/E	22.03	N/A
PEG Ratio	0.34	N/A
5Y Dividends CAGR	13.20%	2.32%
5Y EPS CAGR	30.78%	N/A
Debt to Equity	38.64%	N/A
P/S Ratio	3.47	N/A
P/B Ratio	5.94	N/A

Net Assets

CATH

$1.10B

OXLC

$1.10B

Expense Ratio

CATH

0.29%

OXLC

N/A

Max Drawdown

Winner

CATH

33.95%

OXLC

91.93%

Sharpe Ratio

Winner

CATH

1.86

OXLC

-1.43

5Y Beta

CATH

0.99

Winner

OXLC

0.69

P/E Ratio

CATH

28.83

OXLC

N/A

Forward P/E

CATH

22.03

OXLC

N/A

PEG Ratio

CATH

0.34

OXLC

N/A

5Y Dividends CAGR

Winner

CATH

13.20%

OXLC

2.32%

5Y EPS CAGR

CATH

30.78%

OXLC

N/A

Debt to Equity

CATH

38.64%

OXLC

N/A

P/S Ratio

CATH

3.47

OXLC

N/A

P/B Ratio

CATH

5.94

OXLC

N/A

CATH vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	CATH	OXLC
1 month	+8.95%	+5.20%
3 months	+5.85%	+3.19%
6 months	+9.22%	-18.59%
1 year	+29.58%	-40.28%
5 years(CAGR)	+12.06%	-5.14%
10 years(CAGR)	+14.88%	+4.50%
Max(CAGR)	+14.56%	+3.08%

Winner

CATH

+8.95%

OXLC

+5.20%

Winner

CATH

+5.85%

OXLC

+3.19%

Winner

CATH

+9.22%

OXLC

-18.59%

Winner

CATH

+29.58%

OXLC

-40.28%

5Y(CAGR)

Winner

CATH

+12.06%

OXLC

-5.14%

10Y(CAGR)

Winner

CATH

+14.88%

OXLC

+4.50%

Max(CAGR)

Winner

CATH

+14.56%

OXLC

+3.08%

CATH vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CATH	OXLC
2026	+7.50%	-22.66%
2025	+17.51%	-24.65%
2024	+24.08%	+23.84%
2023	+26.91%	+14.29%
2022	-20.50%	-27.46%
2021	+30.91%	+57.30%
2020	+18.16%	-15.25%
2019	+30.21%	-2.92%
2018	-6.39%	+10.99%
2017	+21.80%	+11.56%
2016	+8.01%	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

CATH vs OXLC Drawdown Comparison

The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 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 -43.05%.

Rank	CATH	OXLC
#1	-33.95% Feb 19, 2020 - Aug 6, 2020	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-28.13% Oct 28, 2021 - Jan 29, 2024	-57.10% May 16, 2025 - Mar 13, 2026
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-19.34% Feb 19, 2025 - Jun 25, 2025	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-11.03% Jan 23, 2018 - Aug 24, 2018	-33.15% May 11, 2011 - Nov 6, 2012
#6	-9.98% Sep 2, 2020 - Nov 11, 2020	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-9.42% Jan 12, 2026 - Apr 15, 2026	-14.40% Feb 18, 2025 - May 14, 2025
#8	-8.55% Jul 16, 2024 - Sep 19, 2024	-13.23% Feb 19, 2014 - May 28, 2015
#9	-6.96% Apr 30, 2019 - Jun 21, 2019	-12.86% Feb 2, 2011 - May 11, 2011
#10	-6.14% Jul 26, 2019 - Oct 17, 2019	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-5.97% Jun 8, 2016 - Jul 8, 2016	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-5.70% Mar 28, 2024 - May 15, 2024	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-5.59% Oct 29, 2025 - Dec 24, 2025	-9.60% May 21, 2013 - Nov 27, 2013
#14	-4.99% Sep 3, 2021 - Oct 21, 2021	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-4.36% Dec 11, 2024 - Jan 22, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between CATH and OXLC is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2011 - 2026)

CATH vs OXLC dividend yield comparison.

Year	CATH	OXLC
2026	0.00%	13.75%
2025	0.84%	35.86%
2024	0.95%	20.12%
2023	1.16%	18.83%
2022	1.34%	17.75%
2021	1.03%	10.51%
2020	1.23%	22.46%
2019	0.68%	19.85%
2018	2.01%	16.70%
2017	1.27%	17.91%
2016	0.50%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%