All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2017-09-27? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
XFLT × |
−11.53%
2025-05-01 |
1.043 TRR
2025-05-01 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Wed 2017-09-27? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
XFLT × |
+4.27%
+0.55%/yr |
+2.76%/yr
(R2=0.143) |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Wed 2017-09-27? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
XFLT × |
$10,000.00
2017-09-27 |
$10,426.63
2025-05-01 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||
Year | XFLT |
---|---|
2025 (YTD) | −11.53% |
2024 | +4.38% |
2023 | +26.18% |
2022 | −25.15% |
2021 | +22.66% |
2020 | +3.72% |
2019 | +19.34% |
2018 | −16.69% |
2017 | −5.48% |
Wed 2017-09-27? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
XFLT × | −18.62% |
−57.40%
2020-03-24 |
||||
XAI Octagon Floating Rate & Alternative Income Term Trust NYSE Common Stock | ||||||