All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHD,OXLC: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Mon 2025-04-28 YTD
Return
TR
Price
SCHD
×
−4.75%
2025-04-28
4.718 TR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
OXLC
×
−2.07%
2025-04-28
2.592 TR
2025-04-28
Oxford Lane Capital Corp NASDAQ Common Stock

Returns

Thu 2011-10-20? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SCHD
×
+371.83%
+12.16%/yr
+12.47%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
OXLC
×
+247.06%
+9.64%/yr
+7.59%/yr
(R2=0.708)
Oxford Lane Capital Corp NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$47,183.45
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
OXLC
×
$10,000.00
2011-10-20
$34,706.02
2025-04-28
Oxford Lane Capital Corp NASDAQ Common Stock

Annual Returns

Year SCHD OXLC
2025 (YTD) −4.75% −2.07%
2024 +11.66% +24.58%
2023 +4.54% +16.53%
2022 −3.26% −24.15%
2021 +29.87% +60.04%
2020 +15.03% −15.72%
2019 +27.29% −0.98%
2018 −5.56% +12.86%
2017 +20.85% +13.47%
2016 +16.45% +35.22%
2015 −0.30% −19.92%
2014 +11.69% +0.37%
2013 +32.88% +28.99%
2012 +11.39% +33.18%
2011 +5.31% −24.73%

Drawdowns

Thu 2011-10-20? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.06% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
OXLC
×
−6.38% −74.58%
2020-03-18
Oxford Lane Capital Corp NASDAQ Common Stock