OXLC vs DFIP

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP, ETF).

5-Year PerformanceDFIP has outperformed OXLC, delivering a return of +0.1% compared to -5.0%

OXLC vs DFIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	DFIP(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	N/A	0.11%
Max Drawdown	91.93%	21.81%
Sharpe Ratio	-1.48	0.43
5Y Beta	0.69	0.02
5Y Dividends CAGR	2.85%	N/A

Net Assets

OXLC

$1.10B

DFIP

$1.10B

Expense Ratio

OXLC

N/A

DFIP

0.11%

Max Drawdown

OXLC

91.93%

Winner

DFIP

21.81%

Sharpe Ratio

OXLC

-1.48

Winner

DFIP

0.43

5Y Beta

OXLC

0.69

Winner

DFIP

0.02

5Y Dividends CAGR

OXLC

2.85%

DFIP

N/A

OXLC vs DFIP - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	DFIP
1 month	-2.26%	-0.51%
3 months	+16.21%	-0.45%
6 months	-12.17%	+0.45%
1 year	-40.14%	+4.87%
5 years(CAGR)	-4.99%	+0.13%
10 years(CAGR)	+4.26%	N/A
Max(CAGR)	+2.84%	+0.13%

OXLC

-2.26%

Winner

DFIP

-0.51%

Winner

OXLC

+16.21%

DFIP

-0.45%

OXLC

-12.17%

Winner

DFIP

+0.45%

OXLC

-40.14%

Winner

DFIP

+4.87%

5Y(CAGR)

OXLC

-4.99%

Winner

DFIP

+0.13%

10Y(CAGR)

OXLC

+4.26%

DFIP

N/A

Max(CAGR)

Winner

OXLC

+2.84%

DFIP

+0.13%

OXLC vs DFIP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	DFIP
2026	-25.38%	+0.96%
2025	-24.65%	+7.47%
2024	+23.84%	+1.74%
2023	+14.29%	+3.83%
2022	-27.46%	-11.95%
2021	+57.30%	-0.05%
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 DFIP Drawdown Comparison

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

The maximum drawdown for DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 909 trading sessions.

The current OXLC drawdown is -45.04%. The current DFIP drawdown is -1.01%.

Rank	OXLC	DFIP
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-14.96% Mar 8, 2022 - Oct 21, 2025
#2	-57.10% May 16, 2025 - Mar 13, 2026	-4.89% Nov 17, 2021 - Mar 7, 2022
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-2.06% Feb 27, 2026 - May 1, 2026
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-1.36% Oct 22, 2025 - Feb 12, 2026
#5	-33.15% May 11, 2011 - Nov 6, 2012	-1.19% May 8, 2026 - May 19, 2026
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-0.32% May 1, 2026 - May 8, 2026
#7	-14.40% Feb 18, 2025 - May 14, 2025	-0.23% Feb 13, 2026 - Feb 25, 2026
#8	-13.23% Feb 19, 2014 - May 28, 2015	N/A
#9	-12.86% Feb 2, 2011 - May 11, 2011	N/A
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	N/A
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	N/A
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	N/A
#13	-9.60% May 21, 2013 - Nov 27, 2013	N/A
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	N/A
#15	-8.40% May 18, 2018 - Aug 1, 2018	N/A

Correlation

Correlation between OXLC and DFIP is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (2011 - 2026)

OXLC vs DFIP dividend yield comparison.

Year	OXLC	DFIP
2026	16.61%	0.82%
2025	35.86%	4.70%
2024	20.12%	3.69%
2023	18.83%	3.68%
2022	17.75%	5.97%
2021	10.51%	0.56%
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%