OXLC vs CARY
Comparison between Oxford Lane Capital Corp (OXLC, ETF) and Angel Oak Income ETF (CARY, ETF).
OXLC vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OXLC
$1.10B
CARY
$1.10B
Expense Ratio
OXLC
N/A
CARY
0.79%
Max Drawdown
OXLC
91.93%
Winner
CARY
1.68%
Sharpe Ratio
OXLC
-1.45
Winner
CARY
1.83
5Y Beta
OXLC
0.69
Winner
CARY
0.02
5Y Dividends CAGR
OXLC
2.32%
CARY
N/A
OXLC vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OXLC
+5.76%
CARY
+0.45%
3M
Winner
OXLC
+5.55%
CARY
+0.72%
6M
OXLC
-19.58%
Winner
CARY
+2.44%
1Y
OXLC
-41.80%
Winner
CARY
+7.40%
5Y(CAGR)
OXLC
-5.04%
CARY
N/A
10Y(CAGR)
OXLC
+4.16%
CARY
N/A
Max(CAGR)
OXLC
+3.04%
Winner
CARY
+6.15%
OXLC vs CARY - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | OXLC | CARY |
|---|---|---|
| 2026 | -23.20% | +1.73% |
| 2025 | -24.65% | +7.69% |
| 2024 | +23.84% | -0.74% |
| 2023 | +14.29% | N/A |
| 2022 | -27.46% | N/A |
| 2021 | +57.30% | N/A |
| 2020 | -15.25% | N/A |
| 2019 | -2.92% | N/A |
| 2018 | +10.99% | N/A |
| 2017 | +11.56% | N/A |
| 2016 | +35.17% | N/A |
| 2015 | -20.64% | N/A |
| 2014 | -0.72% | N/A |
| 2013 | +26.27% | N/A |
| 2012 | +30.32% | N/A |
| 2011 | -25.72% | N/A |
OXLC vs CARY Drawdown Comparison
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current OXLC drawdown is -43.44%. The current CARY drawdown is -0.09%.
| Rank | OXLC | CARY |
|---|---|---|
| #1 | -74.42% Jul 24, 2019 - Jun 3, 2021 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -57.10% May 16, 2025 - Mar 13, 2026 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -56.97% Jun 3, 2015 - Nov 16, 2016 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -36.81% Feb 2, 2022 - Jun 7, 2024 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -33.15% May 11, 2011 - Nov 6, 2012 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -24.62% Aug 9, 2018 - Apr 8, 2019 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -14.40% Feb 18, 2025 - May 14, 2025 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -13.23% Feb 19, 2014 - May 28, 2015 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -12.86% Feb 2, 2011 - May 11, 2011 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -12.83% Nov 1, 2017 - Feb 8, 2018 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -12.01% Nov 2, 2021 - Jan 11, 2022 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -10.64% Apr 5, 2017 - Aug 21, 2017 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -9.60% May 21, 2013 - Nov 27, 2013 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -9.24% Jun 4, 2021 - Oct 11, 2021 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -8.40% May 18, 2018 - Aug 1, 2018 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between OXLC and CARY is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-0.95
-101
Dividend Comparison (2011 - 2026)
OXLC vs CARY dividend yield comparison.
| Year | OXLC | CARY |
|---|---|---|
| 2026 | 13.85% | 1.67% |
| 2025 | 35.86% | 6.13% |
| 2024 | 20.12% | 0.42% |
| 2023 | 18.83% | 0.00% |
| 2022 | 17.75% | 0.00% |
| 2021 | 10.51% | 0.00% |
| 2020 | 22.46% | 0.00% |
| 2019 | 19.85% | 0.00% |
| 2018 | 16.70% | 0.00% |
| 2017 | 17.91% | 0.00% |
| 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% |
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