OXLCM vs. SPY
Compare and contrast key facts about Oxford Lane Capital Corp. (OXLCM) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OXLCM or SPY.
Correlation
The correlation between OXLCM and SPY is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OXLCM vs. SPY - Performance Comparison
Key characteristics
Returns By Period
OXLCM
N/A
N/A
N/A
N/A
N/A
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
OXLCM vs. SPY — Risk-Adjusted Performance Rank
OXLCM
SPY
OXLCM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Lane Capital Corp. (OXLCM) and SPDR S&P 500 ETF (SPY). 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.
Dividends
OXLCM vs. SPY - Dividend Comparison
OXLCM has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXLCM Oxford Lane Capital Corp. | 2.25% | 3.38% | 6.78% | 6.78% | 6.68% | 7.00% | 6.62% | 6.70% | 3.66% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
OXLCM vs. SPY - Drawdown Comparison
Volatility
OXLCM vs. SPY - Volatility Comparison
The current volatility for Oxford Lane Capital Corp. (OXLCM) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that OXLCM experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.