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

Total Real Returns

XFLT: Total Return Chart (with Dividends Reinvested)

Wed 2017-09-27? to Fri 2025-05-30 YTD
Return
TR
Price
XFLT
×
−7.02%
2025-05-30
1.402 TR
2025-05-30
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock

Returns

Wed 2017-09-27? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
XFLT
×
+40.18%
+4.50%/yr
+6.84%/yr
(R2=0.490)
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock

Growth of $10,000

Wed 2017-09-27? to Fri 2025-05-30 Start
Value
End
Value
XFLT
×
$10,000.00
2017-09-27
$14,018.01
2025-05-30
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock

Annual Returns

Year XFLT
2025 (YTD) −7.02%
2024 +7.38%
2023 +30.40%
2022 −20.30%
2021 +31.30%
2020 +5.12%
2019 +22.06%
2018 −15.10%
2017 −5.54%

Drawdowns

Wed 2017-09-27? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
XFLT
×
−12.67% −55.43%
2020-03-24
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock