WINN vs OXLC

Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and Oxford Lane Capital Corp (OXLC, ETF).

WINN vs OXLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WINN(ETF)	OXLC(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.57%	N/A
Max Drawdown	32.12%	91.93%
Sharpe Ratio	1.26	-1.45
5Y Beta	1.22	0.69
P/E Ratio	39.73	N/A
Forward P/E	29.79	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	N/A	2.32%
5Y EPS CAGR	35.94%	N/A
P/S Ratio	5.89	N/A
P/B Ratio	11.38	N/A

Net Assets

WINN

$1.10B

OXLC

$1.10B

Expense Ratio

WINN

0.57%

OXLC

N/A

Max Drawdown

Winner

WINN

32.12%

OXLC

91.93%

Sharpe Ratio

Winner

WINN

1.26

OXLC

-1.45

5Y Beta

WINN

1.22

Winner

OXLC

0.69

P/E Ratio

WINN

39.73

OXLC

N/A

Forward P/E

WINN

29.79

OXLC

N/A

PEG Ratio

WINN

0.68

OXLC

N/A

5Y Dividends CAGR

WINN

N/A

OXLC

2.32%

5Y EPS CAGR

WINN

35.94%

OXLC

N/A

P/S Ratio

WINN

5.89

OXLC

N/A

P/B Ratio

WINN

11.38

OXLC

N/A

WINN vs OXLC - Historical Returns

Returns include dividend reinvestment.

Period	WINN	OXLC
1 month	+10.44%	+5.76%
3 months	+8.39%	+5.55%
6 months	+1.52%	-19.58%
1 year	+20.95%	-41.80%
5 years(CAGR)	+14.02%	-5.04%
10 years(CAGR)	N/A	+4.16%
Max(CAGR)	+14.02%	+3.04%

Winner

WINN

+10.44%

OXLC

+5.76%

Winner

WINN

+8.39%

OXLC

+5.55%

Winner

WINN

+1.52%

OXLC

-19.58%

Winner

WINN

+20.95%

OXLC

-41.80%

5Y(CAGR)

Winner

WINN

+14.02%

OXLC

-5.04%

10Y(CAGR)

WINN

N/A

OXLC

+4.16%

Max(CAGR)

Winner

WINN

+14.02%

OXLC

+3.04%

WINN vs OXLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	WINN	OXLC
2026	+4.35%	-23.20%
2025	+14.23%	-24.65%
2024	+34.37%	+23.84%
2023	+53.66%	+14.29%
2022	-26.67%	-27.46%
2021	N/A	+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%

WINN vs OXLC Drawdown Comparison

The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.

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

The current WINN drawdown is -0.92%. The current OXLC drawdown is -43.44%.

Rank	WINN	OXLC
#1	-32.08% Mar 29, 2022 - Nov 20, 2023	-74.42% Jul 24, 2019 - Jun 3, 2021
#2	-23.66% Feb 14, 2025 - Jun 26, 2025	-57.10% May 16, 2025 - Mar 13, 2026
#3	-18.06% Oct 29, 2025 - Mar 30, 2026	-56.97% Jun 3, 2015 - Nov 16, 2016
#4	-15.95% Feb 9, 2022 - Mar 29, 2022	-36.81% Feb 2, 2022 - Jun 7, 2024
#5	-14.18% Jul 10, 2024 - Oct 29, 2024	-33.15% May 11, 2011 - Nov 6, 2012
#6	-8.23% Mar 7, 2024 - May 15, 2024	-24.62% Aug 9, 2018 - Apr 8, 2019
#7	-5.51% Dec 16, 2024 - Jan 23, 2025	-14.40% Feb 18, 2025 - May 14, 2025
#8	-3.51% Dec 28, 2023 - Jan 10, 2024	-13.23% Feb 19, 2014 - May 28, 2015
#9	-3.41% Oct 8, 2025 - Oct 24, 2025	-12.86% Feb 2, 2011 - May 11, 2011
#10	-3.37% Jan 23, 2025 - Feb 10, 2025	-12.83% Nov 1, 2017 - Feb 8, 2018
#11	-3.21% Oct 29, 2024 - Nov 6, 2024	-12.01% Nov 2, 2021 - Jan 11, 2022
#12	-2.88% Nov 12, 2024 - Nov 26, 2024	-10.64% Apr 5, 2017 - Aug 21, 2017
#13	-2.82% Feb 9, 2024 - Feb 22, 2024	-9.60% May 21, 2013 - Nov 27, 2013
#14	-2.62% Jan 29, 2024 - Feb 2, 2024	-9.24% Jun 4, 2021 - Oct 11, 2021
#15	-2.39% Aug 18, 2025 - Aug 28, 2025	-8.40% May 18, 2018 - Aug 1, 2018

Correlation

Correlation between WINN and OXLC is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2011 - 2026)

WINN vs OXLC dividend yield comparison.

Year	WINN	OXLC
2026	0.00%	13.85%
2025	0.00%	35.86%
2024	0.00%	20.12%
2023	0.06%	18.83%
2022	0.06%	17.75%
2021	0.00%	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%