OXLC vs SFGV
Comparison between Oxford Lane Capital Corp (OXLC, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
OXLC vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OXLC
$1.10B
SFGV
$1.10B
Expense Ratio
OXLC
N/A
SFGV
0.33%
Max Drawdown
OXLC
91.93%
Winner
SFGV
15.68%
Sharpe Ratio
OXLC
-1.43
Winner
SFGV
1.85
5Y Beta
OXLC
0.69
Winner
SFGV
0.68
5Y Dividends CAGR
OXLC
2.32%
SFGV
N/A
OXLC vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OXLC
+5.20%
SFGV
+1.67%
3M
Winner
OXLC
+3.19%
SFGV
-0.44%
6M
OXLC
-18.59%
Winner
SFGV
+13.11%
1Y
OXLC
-40.28%
Winner
SFGV
+27.74%
5Y(CAGR)
OXLC
-5.14%
SFGV
N/A
10Y(CAGR)
OXLC
+4.50%
SFGV
N/A
Max(CAGR)
OXLC
+3.08%
Winner
SFGV
+17.20%
OXLC vs SFGV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | OXLC | SFGV |
|---|---|---|
| 2026 | -22.66% | +8.65% |
| 2025 | -24.65% | +19.10% |
| 2024 | +23.84% | +10.72% |
| 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 SFGV Drawdown Comparison
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current OXLC drawdown is -43.05%. The current SFGV drawdown is -1.42%.
| Rank | OXLC | SFGV |
|---|---|---|
| #1 | -74.42% Jul 24, 2019 - Jun 3, 2021 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -57.10% May 16, 2025 - Mar 13, 2026 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -56.97% Jun 3, 2015 - Nov 16, 2016 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -36.81% Feb 2, 2022 - Jun 7, 2024 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -33.15% May 11, 2011 - Nov 6, 2012 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -24.62% Aug 9, 2018 - Apr 8, 2019 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -14.40% Feb 18, 2025 - May 14, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -13.23% Feb 19, 2014 - May 28, 2015 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -12.86% Feb 2, 2011 - May 11, 2011 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -12.83% Nov 1, 2017 - Feb 8, 2018 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -12.01% Nov 2, 2021 - Jan 11, 2022 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -10.64% Apr 5, 2017 - Aug 21, 2017 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -9.60% May 21, 2013 - Nov 27, 2013 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -9.24% Jun 4, 2021 - Oct 11, 2021 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -8.40% May 18, 2018 - Aug 1, 2018 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between OXLC and SFGV is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.83
-101
Dividend Comparison (2011 - 2026)
OXLC vs SFGV dividend yield comparison.
| Year | OXLC | SFGV |
|---|---|---|
| 2026 | 13.75% | 0.26% |
| 2025 | 35.86% | 2.52% |
| 2024 | 20.12% | 2.23% |
| 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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