OXLC vs FFLC

Comparison between Oxford Lane Capital Corp (OXLC, ETF) and FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC, ETF).

5-Year PerformanceFFLC has outperformed OXLC, delivering a return of +16.1% compared to -5.0%

OXLC vs FFLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXLC(ETF)	FFLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	N/A	0.38%
Max Drawdown	91.93%	19.93%
Sharpe Ratio	-1.45	1.91
5Y Beta	0.69	0.99
P/E Ratio	N/A	26.18
Forward P/E	N/A	20.70
PEG Ratio	N/A	0.35
5Y Dividends CAGR	2.32%	18.33%
5Y EPS CAGR	N/A	31.73%
P/S Ratio	N/A	2.40
P/B Ratio	N/A	4.96

Net Assets

OXLC

$1.10B

FFLC

$1.10B

Expense Ratio

OXLC

N/A

FFLC

0.38%

Max Drawdown

OXLC

91.93%

Winner

FFLC

19.93%

Sharpe Ratio

OXLC

-1.45

Winner

FFLC

1.91

5Y Beta

Winner

OXLC

0.69

FFLC

0.99

P/E Ratio

OXLC

N/A

FFLC

26.18

Forward P/E

OXLC

N/A

FFLC

20.70

PEG Ratio

OXLC

N/A

FFLC

0.35

5Y Dividends CAGR

OXLC

2.32%

Winner

FFLC

18.33%

5Y EPS CAGR

OXLC

N/A

FFLC

31.73%

P/S Ratio

OXLC

N/A

FFLC

2.40

P/B Ratio

OXLC

N/A

FFLC

4.96

OXLC vs FFLC - Historical Returns

Returns include dividend reinvestment.

Period	OXLC	FFLC
1 month	+5.76%	+6.71%
3 months	+5.55%	+5.55%
6 months	-19.58%	+9.70%
1 year	-41.80%	+28.34%
5 years(CAGR)	-5.04%	+16.07%
10 years(CAGR)	+4.16%	N/A
Max(CAGR)	+3.04%	+20.53%

OXLC

+5.76%

Winner

FFLC

+6.71%

Winner

OXLC

+5.55%

FFLC

+5.55%

OXLC

-19.58%

Winner

FFLC

+9.70%

OXLC

-41.80%

Winner

FFLC

+28.34%

5Y(CAGR)

OXLC

-5.04%

Winner

FFLC

+16.07%

10Y(CAGR)

OXLC

+4.16%

FFLC

N/A

Max(CAGR)

OXLC

+3.04%

Winner

FFLC

+20.53%

OXLC vs FFLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OXLC	FFLC
2026	-23.20%	+8.03%
2025	-24.65%	+17.56%
2024	+23.84%	+29.25%
2023	+14.29%	+25.99%
2022	-27.46%	-0.92%
2021	+57.30%	+25.91%
2020	-15.25%	+18.76%
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 FFLC Drawdown Comparison

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

The maximum drawdown for FFLC was -19.72%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current OXLC drawdown is -43.44%. The current FFLC drawdown is -0.40%.

Rank	OXLC	FFLC
#1	-74.42% Jul 24, 2019 - Jun 3, 2021	-19.72% Jan 23, 2025 - Jun 26, 2025
#2	-57.10% May 16, 2025 - Mar 13, 2026	-15.86% Apr 20, 2022 - Jan 26, 2023
#3	-56.97% Jun 3, 2015 - Nov 16, 2016	-11.19% Jun 8, 2020 - Nov 5, 2020
#4	-36.81% Feb 2, 2022 - Jun 7, 2024	-9.98% Feb 9, 2026 - Apr 14, 2026
#5	-33.15% May 11, 2011 - Nov 6, 2012	-9.39% Aug 1, 2023 - Nov 20, 2023
#6	-24.62% Aug 9, 2018 - Apr 8, 2019	-8.94% Jul 16, 2024 - Sep 19, 2024
#7	-14.40% Feb 18, 2025 - May 14, 2025	-8.03% Oct 26, 2021 - Jan 4, 2022
#8	-13.23% Feb 19, 2014 - May 28, 2015	-7.67% Feb 15, 2023 - May 18, 2023
#9	-12.86% Feb 2, 2011 - May 11, 2011	-6.79% Jun 8, 2021 - Oct 19, 2021
#10	-12.83% Nov 1, 2017 - Feb 8, 2018	-6.59% Jan 11, 2022 - Mar 25, 2022
#11	-12.01% Nov 2, 2021 - Jan 11, 2022	-6.38% Mar 8, 2021 - Apr 28, 2021
#12	-10.64% Apr 5, 2017 - Aug 21, 2017	-5.83% Oct 29, 2025 - Dec 23, 2025
#13	-9.60% May 21, 2013 - Nov 27, 2013	-5.32% Jan 14, 2021 - Feb 8, 2021
#14	-9.24% Jun 4, 2021 - Oct 11, 2021	-4.89% Mar 28, 2024 - May 9, 2024
#15	-8.40% May 18, 2018 - Aug 1, 2018	-4.52% Dec 4, 2024 - Jan 22, 2025

Correlation

Correlation between OXLC and FFLC is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2011 - 2026)

OXLC vs FFLC dividend yield comparison.

Year	OXLC	FFLC
2026	13.85%	0.20%
2025	35.86%	1.10%
2024	20.12%	0.82%
2023	18.83%	0.57%
2022	17.75%	1.67%
2021	10.51%	1.68%
2020	22.46%	0.89%
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%