AAPL vs. OXLC
AAPL (Apple Inc) and OXLC (Oxford Lane Capital Corp.) are both stocks. AAPL operates in Consumer Electronics (Technology), while OXLC operates in Asset Management (Financial Services). Over the past 10 years, AAPL returned 29.36%/yr vs 3.38%/yr for OXLC. At a 0.21 correlation, their price movements are largely independent.
Performance
AAPL vs. OXLC - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 7.29% return, which is significantly higher than OXLC's -27.84% return. Over the past 10 years, AAPL has outperformed OXLC with an annualized return of 29.36%, while OXLC has yielded a comparatively lower 3.38% annualized return.
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
OXLC
- 1D
- -1.41%
- 1M
- -8.51%
- YTD
- -27.84%
- 6M
- -21.18%
- 1Y
- -42.28%
- 3Y*
- -9.70%
- 5Y*
- -7.86%
- 10Y*
- 3.38%
AAPL vs. OXLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
OXLC Oxford Lane Capital Corp. | -27.84% | -24.38% | 24.58% | 16.52% | -24.15% | 59.91% | -15.79% | -0.98% | 12.86% | 13.47% |
Correlation
The correlation between AAPL and OXLC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.21 |
Fundamentals
AAPL:
$4.30T
OXLC:
$881.97M
AAPL:
$8.24
OXLC:
-$5.82
AAPL:
9.60
OXLC:
0.98
AAPL:
40.37
OXLC:
0.86
AAPL:
$451.44B
OXLC:
$849.13M
AAPL:
$216.07B
OXLC:
$793.40M
AAPL:
$153.63B
OXLC:
-$578.64M
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Return for Risk
AAPL vs. OXLC — Risk / Return Rank
AAPL
OXLC
AAPL vs. OXLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Oxford Lane Capital Corp. (OXLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPL | OXLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.31 | ||
| Sortino ratioReturn per unit of downside risk | +4.66 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.77 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | -0.81 | +4.22 |
| Martin ratioReturn relative to average drawdown | 8.47 | -1.47 | +9.94 |
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Drawdowns
AAPL vs. OXLC - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than OXLC's maximum drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for AAPL and OXLC.
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Drawdown Indicators
| AAPL | OXLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -74.58% | -7.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -52.18% | +38.38% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -57.17% | +23.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -57.17% | +23.81% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -74.58% | +36.06% |
Current DrawdownCurrent decline from peak | -7.64% | -48.31% | +40.67% |
Average DrawdownAverage peak-to-trough decline | -29.59% | -14.02% | -15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 28.82% | -23.29% |
Volatility
AAPL vs. OXLC - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 6.73% compared to Oxford Lane Capital Corp. (OXLC) at 5.90%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | OXLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.90% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 27.68% | -11.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 34.41% | -11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 25.92% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 42.48% | -13.56% |
Dividends
AAPL vs. OXLC - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, less than OXLC's 50.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
OXLC Oxford Lane Capital Corp. | 50.72% | 35.86% | 20.12% | 18.83% | 17.75% | 10.51% | 22.46% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% |
Financials
AAPL vs. OXLC - Financials Comparison
This section allows you to compare key financial metrics between Apple Inc and Oxford Lane Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AAPL and OXLC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (6.73%) compared to OXLC (5.90%). In terms of maximum drawdown, AAPL dropped -81.80% vs OXLC's -74.58%.
AAPL currently has the higher Sharpe Ratio (2.07 vs -1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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