KORU vs OXLC

Comparison between DIREXION DAILY MSCI SOUTH KOREA BULL 3X SHARES (KORU, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceKORU has outperformed OXLC, delivering a return of +17.4% compared to -5.1%

KORU vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KORU(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Max Drawdown	96.14%	91.93%
Sharpe Ratio	3.27	-1.43
5Y Beta	3.31	0.69
5Y Dividends CAGR	123.51%	2.32%

Net Assets

KORU

$1.10B

OXLC

$1.10B

Max Drawdown

KORU

96.14%

Winner

OXLC

91.93%

Sharpe Ratio

Winner

KORU

3.27

OXLC

-1.43

5Y Beta

KORU

3.31

Winner

OXLC

0.69

5Y Dividends CAGR

Winner

KORU

123.51%

OXLC

2.32%

KORU vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	KORU	OXLC
1 month	+132.63%	+5.20%
3 months	+150.96%	+3.19%
6 months	+533.03%	-18.59%
1 year	+2128.09%	-40.28%
5 years(CAGR)	+17.36%	-5.14%
10 years(CAGR)	+17.10%	+4.50%
Max(CAGR)	+7.54%	+3.08%

Winner

KORU

+132.63%

OXLC

+5.20%

Winner

KORU

+150.96%

OXLC

+3.19%

Winner

KORU

+533.03%

OXLC

-18.59%

Winner

KORU

+2128.09%

OXLC

-40.28%

5Y(CAGR)

Winner

KORU

+17.36%

OXLC

-5.14%

10Y(CAGR)

Winner

KORU

+17.10%

OXLC

+4.50%

Max(CAGR)

Winner

KORU

+7.54%

OXLC

+3.08%

KORU vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KORU	OXLC
2026	+351.90%	-22.66%
2025	+424.89%	-24.65%
2024	-60.77%	+23.84%
2023	+36.14%	+14.29%
2022	-70.28%	-27.46%
2021	-38.76%	+57.30%
2020	+49.36%	-15.25%
2019	+9.88%	-2.92%
2018	-61.41%	+10.99%
2017	+160.14%	+11.56%
2016	+16.92%	+35.17%
2015	-29.48%	-20.64%
2014	-31.31%	-0.72%
2013	+35.00%	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

KORU vs OXLC Drawdown Comparison

The maximum drawdown for KORU was -95.79%, occurring on Apr 8, 2025. Recovery took 2078 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	KORU	OXLC
#1	-95.79% Jan 26, 2018 - May 5, 2026	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-72.68% Jul 30, 2014 - Oct 31, 2017	-57.10% May 16, 2025 - Mar 13, 2026
#3	-38.98% Jun 3, 2013 - Sep 6, 2013	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-33.59% Oct 22, 2013 - Jul 29, 2014	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-13.56% Nov 24, 2017 - Jan 2, 2018	-33.15% May 11, 2011 - Nov 6, 2012
#6	-13.54% Sep 18, 2013 - Oct 15, 2013	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-12.48% Apr 10, 2013 - Apr 30, 2013	-14.40% Feb 18, 2025 - May 14, 2025
#8	-8.46% May 9, 2013 - Jun 3, 2013	-13.23% Feb 19, 2014 - May 28, 2015
#9	-8.41% May 6, 2026 - May 8, 2026	-12.86% Feb 2, 2011 - May 11, 2011
#10	-8.14% Nov 1, 2017 - Nov 16, 2017	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-4.04% Jan 12, 2018 - Jan 25, 2018	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-2.93% Jan 8, 2018 - Jan 12, 2018	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-2.88% Sep 11, 2013 - Sep 18, 2013	-9.60% May 21, 2013 - Nov 27, 2013
#14	-2.09% Jan 3, 2018 - Jan 5, 2018	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-1.76% May 3, 2013 - May 9, 2013	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between KORU and OXLC is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101

Dividend Comparison (2011 - 2026)

KORU vs OXLC dividend yield comparison.

Year	KORU	OXLC
2026	0.01%	13.75%
2025	0.89%	35.86%
2024	4.10%	20.12%
2023	2.55%	18.83%
2022	0.48%	17.75%
2021	0.76%	10.51%
2020	0.01%	22.46%
2019	0.93%	19.85%
2018	1.39%	16.70%
2017	3.59%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	2.02%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%