OXLC vs ARKG

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and ARK GENOMIC REVOLUTION ETF (ARKG, ETF).

5-Year PerformanceOXLC has outperformed ARKG, delivering a return of -5.0% compared to -17.1%

OXLC vs ARKG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	ARKG(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.75%
Max Drawdown	91.93%	83.69%
Sharpe Ratio	-1.45	0.90
5Y Beta	0.69	1.63
P/E Ratio	N/A	-9.36
5Y Dividends CAGR	2.32%	N/A
5Y EPS CAGR	N/A	-7.26%
Debt to Equity	N/A	-36.63%
P/S Ratio	N/A	7.96
P/B Ratio	N/A	3.79

Net Assets

OXLC

$1.10B

Winner

ARKG

$1.20B

Expense Ratio

OXLC

N/A

ARKG

0.75%

Max Drawdown

OXLC

91.93%

Winner

ARKG

83.69%

Sharpe Ratio

OXLC

-1.45

Winner

ARKG

0.90

5Y Beta

Winner

OXLC

0.69

ARKG

1.63

P/E Ratio

OXLC

N/A

ARKG

-9.36

5Y Dividends CAGR

OXLC

2.32%

ARKG

N/A

5Y EPS CAGR

OXLC

N/A

ARKG

-7.26%

Debt to Equity

OXLC

N/A

ARKG

-36.63%

P/S Ratio

OXLC

N/A

ARKG

7.96

P/B Ratio

OXLC

N/A

ARKG

3.79

OXLC vs ARKG - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	ARKG
1 month	+5.76%	+12.22%
3 months	+5.55%	+4.18%
6 months	-19.58%	+3.92%
1 year	-41.80%	+35.66%
5 years(CAGR)	-5.04%	-17.10%
10 years(CAGR)	+4.16%	+6.63%
Max(CAGR)	+3.04%	+4.12%

OXLC

+5.76%

Winner

ARKG

+12.22%

Winner

OXLC

+5.55%

ARKG

+4.18%

OXLC

-19.58%

Winner

ARKG

+3.92%

OXLC

-41.80%

Winner

ARKG

+35.66%

5Y(CAGR)

Winner

OXLC

-5.04%

ARKG

-17.10%

10Y(CAGR)

OXLC

+4.16%

Winner

ARKG

+6.63%

Max(CAGR)

OXLC

+3.04%

Winner

ARKG

+4.12%

OXLC vs ARKG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	ARKG
2026	-23.20%	+2.60%
2025	-24.65%	+18.44%
2024	+23.84%	-28.04%
2023	+14.29%	+18.83%
2022	-27.46%	-55.37%
2021	+57.30%	-33.83%
2020	-15.25%	+181.99%
2019	-2.92%	+40.89%
2018	+10.99%	-4.68%
2017	+11.56%	+44.36%
2016	+35.17%	-15.91%
2015	-20.64%	-1.57%
2014	-0.72%	+5.62%
2013	+26.27%	N/A
2012	+30.32%	N/A
2011	-25.72%	N/A

OXLC vs ARKG Drawdown Comparison

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

The maximum drawdown for ARKG was -83.59%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current OXLC drawdown is -43.44%. The current ARKG drawdown is -73.21%.

Rank	OXLC	ARKG
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-83.59% Jan 20, 2021 - Apr 8, 2025
#2	-57.10% May 16, 2025 - Mar 13, 2026	-37.44% Jun 22, 2015 - Aug 29, 2017
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-35.09% Aug 31, 2018 - Apr 3, 2019
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-34.99% Mar 6, 2020 - Apr 20, 2020
#5	-33.15% May 11, 2011 - Nov 6, 2012	-20.71% Jul 30, 2019 - Dec 17, 2019
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-17.57% Mar 9, 2018 - Jun 14, 2018
#7	-14.40% Feb 18, 2025 - May 14, 2025	-15.74% Apr 10, 2019 - Jul 3, 2019
#8	-13.23% Feb 19, 2014 - May 28, 2015	-14.04% May 22, 2020 - Jun 22, 2020
#9	-12.86% Feb 2, 2011 - May 11, 2011	-13.43% Jan 29, 2018 - Mar 8, 2018
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-12.70% Oct 13, 2020 - Nov 19, 2020
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-12.31% Aug 21, 2020 - Sep 18, 2020
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-11.23% Oct 6, 2017 - Jan 22, 2018
#13	-9.60% May 21, 2013 - Nov 27, 2013	-11.00% Dec 22, 2020 - Jan 8, 2021
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-9.59% Feb 19, 2020 - Mar 6, 2020
#15	-8.40% May 18, 2018 - Aug 1, 2018	-9.59% Jul 13, 2018 - Aug 22, 2018

Correlation

Correlation between OXLC and ARKG is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (2011 - 2026)

OXLC vs ARKG dividend yield comparison.

Year	OXLC	ARKG
2026	13.85%	0.00%
2025	35.86%	0.00%
2024	20.12%	0.00%
2023	18.83%	0.00%
2022	17.75%	0.00%
2021	10.51%	0.62%
2020	22.46%	0.85%
2019	19.85%	3.14%
2018	16.70%	0.82%
2017	17.91%	1.34%
2016	22.84%	0.00%
2015	24.10%	0.00%
2014	16.72%	0.00%
2013	12.69%	0.00%
2012	14.30%	0.00%
2011	13.14%	0.00%