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OXLCN vs SPY

Comparison between Oxford Lane Capital Corp (OXLCN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

OXLCN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OXLCN
$2.13B
Winner
SPY
$784B
Expense Ratio
OXLCN
N/A
SPY
0.09%
Max Drawdown
Winner
OXLCN
17.16%
SPY
56.47%
Sharpe Ratio
OXLCN
1.01
Winner
SPY
1.56
5Y Beta
Winner
OXLCN
0.03
SPY
1.00
Industry
OXLCN
Asset Management
SPY
N/A
P/E Ratio
OXLCN
28.72
Winner
SPY
28.29
Forward P/E
OXLCN
N/A
SPY
21.75
PEG Ratio
OXLCN
0.00
SPY
N/A
Dividend Yield
OXLCN
20.40%
SPY
N/A
5Y Dividends CAGR
OXLCN
N/A
SPY
5.43%
5Y EPS CAGR
OXLCN
N/A
SPY
25.98%
Debt to Equity
OXLCN
N/A
SPY
30.79%
P/S Ratio
Winner
OXLCN
2.62
SPY
3.79
P/B Ratio
Winner
OXLCN
1.14
SPY
5.67

OXLCN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OXLCN
+0.94%
SPY
+0.48%
3M
OXLCN
+4.96%
Winner
SPY
+11.67%
6M
OXLCN
+5.74%
Winner
SPY
+9.42%
1Y
OXLCN
+11.18%
Winner
SPY
+24.27%
5Y(CAGR)
OXLCN
N/A
SPY
+13.36%
10Y(CAGR)
OXLCN
+3.87%
Winner
SPY
+15.42%
Max(CAGR)
OXLCN
+4.73%
Winner
SPY
+8.49%

OXLCN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOXLCNSPY
2026+5.45%+8.88%
2025+8.07%+18.00%
2024+11.16%+25.59%
2023+11.68%+26.72%
2022-3.31%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017+2.04%+20.78%
2016+10.87%+13.59%
2015+10.20%+1.31%
2014+4.24%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OXLCN vs SPY Drawdown Comparison

The maximum drawdown for OXLCN was -13.10%, occurring on Oct 12, 2022. Recovery took 338 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OXLCN drawdown is -0.66%. The current SPY drawdown is -2.35%.

RankOXLCNSPY
#1-13.10%
May 26, 2017 - Aug 28, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.97%
Dec 31, 2015 - Mar 14, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.39%
Nov 18, 2014 - Jan 29, 2015		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.58%
Sep 21, 2023 - Nov 16, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.06%
Feb 14, 2025 - May 16, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.01%
Feb 5, 2024 - Apr 26, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.91%
Aug 14, 2015 - Sep 11, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.57%
Nov 15, 2016 - Dec 15, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.42%
Nov 15, 2024 - Dec 31, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.42%
Apr 12, 2016 - May 12, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.08%
Nov 16, 2023 - Dec 1, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.07%
Mar 25, 2026 - Apr 22, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.01%
Dec 1, 2015 - Dec 31, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.01%
Aug 28, 2023 - Sep 20, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.87%
Feb 13, 2026 - Mar 25, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OXLCN and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

OXLCN vs SPY dividend yield comparison.

YearOXLCNSPY
20262.98%0.24%
20257.33%1.07%
20247.34%1.21%
20237.68%1.40%
20224.21%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20175.02%1.80%
20167.84%2.03%
20158.03%2.06%
20144.70%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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