All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-09-27? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
XFLT × |
−8.63%
2025-07-15 |
1.378 TR
2025-07-15 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Wed 2017-09-27? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
XFLT × |
+37.75%
+4.19%/yr |
+6.77%/yr
(R2=0.496) |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Wed 2017-09-27? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
XFLT × |
$10,000.00
2017-09-27 |
$13,775.13
2025-07-15 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Year | XFLT |
---|---|
2025 (YTD) | −8.63% |
2024 | +7.38% |
2023 | +30.40% |
2022 | −20.30% |
2021 | +31.29% |
2020 | +5.13% |
2019 | +22.05% |
2018 | −15.09% |
2017 | −5.55% |
Wed 2017-09-27? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
XFLT × | −14.18% |
−55.42%
2020-03-24 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||