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OXLC vs AOD

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

5-Year PerformanceAOD has outperformed OXLC, delivering a return of +10.5% compared to -7.6%

OXLC vs AOD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OXLC
$1.10B
AOD
$1.10B
Max Drawdown
OXLC
91.93%
Winner
AOD
88.11%
Sharpe Ratio
OXLC
-1.39
Winner
AOD
1.80
5Y Beta
Winner
OXLC
0.70
AOD
0.82
5Y Dividends CAGR
OXLC
2.85%
Winner
AOD
13.33%

OXLC vs AOD - Historical Returns

Returns include dividend reinvestment.

1M
OXLC
-2.30%
Winner
AOD
+0.86%
3M
Winner
OXLC
+23.36%
AOD
+7.23%
6M
OXLC
-22.64%
Winner
AOD
+12.39%
1Y
OXLC
-39.70%
Winner
AOD
+34.86%
5Y(CAGR)
OXLC
-7.63%
Winner
AOD
+10.46%
10Y(CAGR)
OXLC
+4.29%
Winner
AOD
+12.84%
Max(CAGR)
OXLC
+2.83%
Winner
AOD
+3.95%

OXLC vs AOD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearOXLCAOD
2026-25.34%+11.02%
2025-24.65%+31.46%
2024+23.84%+17.44%
2023+14.29%+11.93%
2022-27.46%-18.51%
2021+57.30%+26.10%
2020-15.25%+7.68%
2019-2.92%+32.80%
2018+10.99%-17.09%
2017+11.56%+33.42%
2016+35.17%+9.35%
2015-20.64%-3.37%
2014-0.72%+9.88%
2013+26.27%+10.63%
2012+30.32%+5.49%
2011-25.72%-17.56%
2010N/A-23.41%
2009N/A+59.30%
2008N/A-57.47%
2007N/A-6.38%

OXLC vs AOD Drawdown Comparison

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

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

The current OXLC drawdown is -45.02%. The current AOD drawdown is -3.67%.

RankOXLCAOD
#1-74.42%
Jul 24, 2019 - Jun 3, 2021
-72.10%
Jun 1, 2007 - Dec 30, 2020
#2-57.10%
May 16, 2025 - Mar 13, 2026
-28.90%
Jan 12, 2022 - Jul 3, 2024
#3-56.97%
Jun 3, 2015 - Nov 16, 2016
-16.71%
Feb 26, 2026 - May 8, 2026
#4-36.81%
Feb 2, 2022 - Jun 7, 2024
-14.30%
Feb 18, 2025 - May 16, 2025
#5-33.15%
May 11, 2011 - Nov 6, 2012
-7.29%
Jul 16, 2024 - Aug 12, 2024
#6-24.62%
Aug 9, 2018 - Apr 8, 2019
-6.74%
Sep 2, 2021 - Dec 27, 2021
#7-14.40%
Feb 18, 2025 - May 14, 2025
-6.03%
Sep 30, 2024 - Feb 5, 2025
#8-13.23%
Feb 19, 2014 - May 28, 2015
-4.76%
Oct 24, 2025 - Nov 28, 2025
#9-12.86%
Feb 2, 2011 - May 11, 2011
-4.52%
May 11, 2007 - Jun 1, 2007
#10-12.83%
Nov 1, 2017 - Feb 8, 2018
-4.26%
Feb 1, 2007 - Mar 29, 2007
#11-12.01%
Nov 2, 2021 - Jan 11, 2022
-3.70%
May 7, 2021 - May 18, 2021
#12-10.64%
Apr 5, 2017 - Aug 21, 2017
-3.67%
Jun 2, 2026 - Jun 5, 2026
#13-9.60%
May 21, 2013 - Nov 27, 2013
-3.43%
Feb 16, 2021 - Mar 15, 2021
#14-9.24%
Jun 4, 2021 - Oct 11, 2021
-3.37%
Jun 10, 2021 - Jul 14, 2021
#15-8.40%
May 18, 2018 - Aug 1, 2018
-2.98%
Jul 25, 2025 - Aug 8, 2025

Correlation

Correlation between OXLC and AOD is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2007 - 2026)

OXLC vs AOD dividend yield comparison.

YearOXLCAOD
202616.61%4.98%
202535.86%12.00%
202420.12%10.73%
202318.83%8.56%
202217.75%8.85%
202110.51%6.75%
202022.46%7.80%
201919.85%7.71%
201816.70%9.57%
201717.91%7.29%
201622.84%9.10%
201524.10%8.93%
201416.72%7.99%
201312.69%8.40%
201214.30%16.38%
201113.14%15.07%
20100.00%17.91%
20090.00%17.58%
20080.00%34.95%
20070.00%13.78%

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