TBUX vs OXLC

Comparison between T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

5-Year PerformanceTBUX has outperformed OXLC, delivering a return of +4.1% compared to -5.1%

TBUX vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBUX(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.17%	N/A
Max Drawdown	3.42%	91.93%
Sharpe Ratio	1.59	-1.43
5Y Beta	-0.00	0.69
5Y Dividends CAGR	N/A	2.32%

Net Assets

TBUX

$1.10B

OXLC

$1.10B

Expense Ratio

TBUX

0.17%

OXLC

N/A

Max Drawdown

Winner

TBUX

3.42%

OXLC

91.93%

Sharpe Ratio

Winner

TBUX

1.59

OXLC

-1.43

5Y Beta

Winner

TBUX

-0.00

OXLC

0.69

5Y Dividends CAGR

TBUX

N/A

OXLC

2.32%

TBUX vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	TBUX	OXLC
1 month	+0.42%	+5.20%
3 months	+0.86%	+3.19%
6 months	+2.15%	-18.59%
1 year	+5.12%	-40.28%
5 years(CAGR)	+4.13%	-5.14%
10 years(CAGR)	N/A	+4.50%
Max(CAGR)	+4.13%	+3.08%

TBUX

+0.42%

Winner

OXLC

+5.20%

TBUX

+0.86%

Winner

OXLC

+3.19%

Winner

TBUX

+2.15%

OXLC

-18.59%

Winner

TBUX

+5.12%

OXLC

-40.28%

5Y(CAGR)

Winner

TBUX

+4.13%

OXLC

-5.14%

10Y(CAGR)

TBUX

N/A

OXLC

+4.50%

Max(CAGR)

Winner

TBUX

+4.13%

OXLC

+3.08%

TBUX vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TBUX	OXLC
2026	+1.41%	-22.66%
2025	+5.38%	-24.65%
2024	+6.42%	+23.84%
2023	+6.37%	+14.29%
2022	-0.09%	-27.46%
2021	-0.22%	+57.30%
2020	N/A	-15.25%
2019	N/A	-2.92%
2018	N/A	+10.99%
2017	N/A	+11.56%
2016	N/A	+35.17%
2015	N/A	-20.64%
2014	N/A	-0.72%
2013	N/A	+26.27%
2012	N/A	+30.32%
2011	N/A	-25.72%

TBUX vs OXLC Drawdown Comparison

The maximum drawdown for TBUX was -1.79%, occurring on Jun 28, 2022. Recovery took 324 trading sessions.

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

The current OXLC drawdown is -43.05%.

Rank	TBUX	OXLC
#1	-1.79% Sep 29, 2021 - Jan 12, 2023	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-0.48% Mar 13, 2023 - Apr 3, 2023	-57.10% May 16, 2025 - Mar 13, 2026
#3	-0.33% Apr 3, 2025 - Apr 21, 2025	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-0.28% Sep 3, 2024 - Sep 13, 2024	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-0.24% Apr 9, 2024 - Apr 23, 2024	-33.15% May 11, 2011 - Nov 6, 2012
#6	-0.22% Nov 13, 2024 - Nov 22, 2024	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-0.22% Oct 3, 2024 - Oct 24, 2024	-14.40% Feb 18, 2025 - May 14, 2025
#8	-0.20% Nov 25, 2024 - Nov 27, 2024	-13.23% Feb 19, 2014 - May 28, 2015
#9	-0.19% Jun 21, 2024 - Jul 5, 2024	-12.86% Feb 2, 2011 - May 11, 2011
#10	-0.19% Aug 2, 2024 - Aug 13, 2024	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-0.18% May 16, 2024 - May 24, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-0.18% Nov 27, 2024 - Dec 6, 2024	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-0.18% Nov 7, 2024 - Nov 13, 2024	-9.60% May 21, 2013 - Nov 27, 2013
#14	-0.18% May 23, 2025 - Jun 3, 2025	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-0.17% May 7, 2025 - May 13, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between TBUX and OXLC is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2011 - 2026)

TBUX vs OXLC dividend yield comparison.

Year	TBUX	OXLC
2026	1.39%	13.75%
2025	4.67%	35.86%
2024	5.39%	20.12%
2023	4.66%	18.83%
2022	2.58%	17.75%
2021	0.27%	10.51%
2020	0.00%	22.46%
2019	0.00%	19.85%
2018	0.00%	16.70%
2017	0.00%	17.91%
2016	0.00%	22.84%
2015	0.00%	24.10%
2014	0.00%	16.72%
2013	0.00%	12.69%
2012	0.00%	14.30%
2011	0.00%	13.14%