OXLC vs SPY
Comparison between Oxford Lane Capital Corp (OXLC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed OXLC, delivering a return of +13.3% compared to -5.1%
OXLC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OXLC
$1.10B
Winner
SPY
$652B
Expense Ratio
OXLC
N/A
SPY
0.09%
Max Drawdown
OXLC
91.93%
Winner
SPY
56.47%
Sharpe Ratio
OXLC
-1.43
Winner
SPY
2.07
5Y Beta
Winner
OXLC
0.69
SPY
1.00
P/E Ratio
OXLC
N/A
SPY
28.24
Forward P/E
OXLC
N/A
SPY
21.85
5Y Dividends CAGR
OXLC
2.32%
Winner
SPY
5.43%
5Y EPS CAGR
OXLC
N/A
SPY
25.79%
Debt to Equity
OXLC
N/A
SPY
22.35%
P/S Ratio
OXLC
N/A
SPY
3.55
P/B Ratio
OXLC
N/A
SPY
5.29
OXLC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
OXLC
+5.20%
Winner
SPY
+9.11%
3M
OXLC
+3.19%
Winner
SPY
+6.59%
6M
OXLC
-18.59%
Winner
SPY
+10.56%
1Y
OXLC
-40.28%
Winner
SPY
+32.04%
5Y(CAGR)
OXLC
-5.14%
Winner
SPY
+13.35%
10Y(CAGR)
OXLC
+4.50%
Winner
SPY
+15.49%
Max(CAGR)
OXLC
+3.08%
Winner
SPY
+8.50%
OXLC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OXLC | SPY |
|---|---|---|
| 2026 | -22.66% | +8.27% |
| 2025 | -24.65% | +18.00% |
| 2024 | +23.84% | +25.59% |
| 2023 | +14.29% | +26.72% |
| 2022 | -27.46% | -18.64% |
| 2021 | +57.30% | +30.52% |
| 2020 | -15.25% | +17.28% |
| 2019 | -2.92% | +31.09% |
| 2018 | +10.99% | -5.24% |
| 2017 | +11.56% | +20.78% |
| 2016 | +35.17% | +13.59% |
| 2015 | -20.64% | +1.31% |
| 2014 | -0.72% | +14.56% |
| 2013 | +26.27% | +29.00% |
| 2012 | +30.32% | +14.17% |
| 2011 | -25.72% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
OXLC vs SPY Drawdown Comparison
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current OXLC drawdown is -43.05%.
| Rank | OXLC | SPY |
|---|---|---|
| #1 | -74.42% Jul 24, 2019 - Jun 3, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -57.10% May 16, 2025 - Mar 13, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -56.97% Jun 3, 2015 - Nov 16, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.81% Feb 2, 2022 - Jun 7, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.15% May 11, 2011 - Nov 6, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.62% Aug 9, 2018 - Apr 8, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.40% Feb 18, 2025 - May 14, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.23% Feb 19, 2014 - May 28, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.86% Feb 2, 2011 - May 11, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.83% Nov 1, 2017 - Feb 8, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.01% Nov 2, 2021 - Jan 11, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.64% Apr 5, 2017 - Aug 21, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.60% May 21, 2013 - Nov 27, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.24% Jun 4, 2021 - Oct 11, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.40% May 18, 2018 - Aug 1, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between OXLC and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
OXLC vs SPY dividend yield comparison.
| Year | OXLC | SPY |
|---|---|---|
| 2026 | 13.75% | 0.24% |
| 2025 | 35.86% | 1.07% |
| 2024 | 20.12% | 1.21% |
| 2023 | 18.83% | 1.40% |
| 2022 | 17.75% | 1.65% |
| 2021 | 10.51% | 1.20% |
| 2020 | 22.46% | 1.52% |
| 2019 | 19.85% | 1.75% |
| 2018 | 16.70% | 2.04% |
| 2017 | 17.91% | 1.80% |
| 2016 | 22.84% | 2.03% |
| 2015 | 24.10% | 2.06% |
| 2014 | 16.72% | 1.87% |
| 2013 | 12.69% | 1.81% |
| 2012 | 14.30% | 2.18% |
| 2011 | 13.14% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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