OXLC vs PEY
Comparison between Oxford Lane Capital Corp (OXLC, ETF) and INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF).
5-Year PerformancePEY has outperformed OXLC, delivering a return of +5.9% compared to -7.6%
OXLC vs PEY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OXLC vs PEY - Historical Returns
Returns include dividend reinvestment.
OXLC vs PEY - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | OXLC | PEY |
|---|---|---|
| 2026 | -25.34% | +12.86% |
| 2025 | -24.65% | +0.97% |
| 2024 | +23.84% | +4.01% |
| 2023 | +14.29% | +6.68% |
| 2022 | -27.46% | +1.58% |
| 2021 | +57.30% | +27.32% |
| 2020 | -15.25% | -3.45% |
| 2019 | -2.92% | +24.91% |
| 2018 | +10.99% | -7.73% |
| 2017 | +11.56% | +8.39% |
| 2016 | +35.17% | +32.58% |
| 2015 | -20.64% | +3.14% |
| 2014 | -0.72% | +19.53% |
| 2013 | +26.27% | +27.30% |
| 2012 | +30.32% | +5.91% |
| 2011 | -25.72% | +7.37% |
| 2010 | N/A | +19.01% |
| 2009 | N/A | +3.14% |
| 2008 | N/A | -36.98% |
| 2007 | N/A | -15.50% |
| 2006 | N/A | +12.37% |
| 2005 | N/A | +2.13% |
| 2004 | N/A | +3.49% |
OXLC vs PEY Drawdown Comparison
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.
The current OXLC drawdown is -45.02%.
| Rank | OXLC | PEY |
|---|---|---|
| #1 | -74.42% Jul 24, 2019 - Jun 3, 2021 | -72.77% Dec 27, 2006 - Mar 18, 2014 |
| #2 | -57.10% May 16, 2025 - Mar 13, 2026 | -41.53% Jan 16, 2020 - Jan 14, 2021 |
| #3 | -56.97% Jun 3, 2015 - Nov 16, 2016 | -17.91% Nov 25, 2024 - Feb 3, 2026 |
| #4 | -36.81% Feb 2, 2022 - Jun 7, 2024 | -16.29% Sep 13, 2018 - Mar 18, 2019 |
| #5 | -33.15% May 11, 2011 - Nov 6, 2012 | -15.96% Apr 20, 2022 - Dec 14, 2023 |
| #6 | -24.62% Aug 9, 2018 - Apr 8, 2019 | -10.77% Dec 1, 2015 - Mar 3, 2016 |
| #7 | -14.40% Feb 18, 2025 - May 14, 2025 | -10.42% Jan 26, 2018 - Sep 5, 2018 |
| #8 | -13.23% Feb 19, 2014 - May 28, 2015 | -8.93% May 10, 2021 - Dec 31, 2021 |
| #9 | -12.86% Feb 2, 2011 - May 11, 2011 | -8.85% Apr 23, 2015 - Oct 15, 2015 |
| #10 | -12.83% Nov 1, 2017 - Feb 8, 2018 | -8.67% Jan 2, 2024 - Jul 16, 2024 |
| #11 | -12.01% Nov 2, 2021 - Jan 11, 2022 | -8.08% Jul 28, 2005 - Jan 27, 2006 |
| #12 | -10.64% Apr 5, 2017 - Aug 21, 2017 | -7.40% Feb 4, 2026 - Apr 20, 2026 |
| #13 | -9.60% May 21, 2013 - Nov 27, 2013 | -6.65% Jul 26, 2019 - Sep 11, 2019 |
| #14 | -9.24% Jun 4, 2021 - Oct 11, 2021 | -6.53% Dec 28, 2004 - Jun 17, 2005 |
| #15 | -8.40% May 18, 2018 - Aug 1, 2018 | -6.32% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between OXLC and PEY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
OXLC vs PEY dividend yield comparison.
| Year | OXLC | PEY |
|---|---|---|
| 2026 | 16.61% | 1.79% |
| 2025 | 35.86% | 4.85% |
| 2024 | 20.12% | 4.44% |
| 2023 | 18.83% | 4.58% |
| 2022 | 17.75% | 4.22% |
| 2021 | 10.51% | 3.83% |
| 2020 | 22.46% | 4.30% |
| 2019 | 19.85% | 3.78% |
| 2018 | 16.70% | 4.33% |
| 2017 | 17.91% | 3.21% |
| 2016 | 22.84% | 3.12% |
| 2015 | 24.10% | 3.44% |
| 2014 | 16.72% | 3.24% |
| 2013 | 12.69% | 3.28% |
| 2012 | 14.30% | 4.33% |
| 2011 | 13.14% | 3.70% |
| 2010 | 0.00% | 3.96% |
| 2009 | 0.00% | 4.54% |
| 2008 | 0.00% | 7.08% |
| 2007 | 0.00% | 4.90% |
| 2006 | 0.00% | 3.34% |
| 2005 | 0.00% | 3.28% |
| 2004 | 0.00% | 0.24% |
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