BGR vs. XFLT
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or XFLT.
Correlation
The correlation between BGR and XFLT is 0.25, 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
BGR vs. XFLT - Performance Comparison
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Key characteristics
BGR:
0.16
XFLT:
-0.44
BGR:
0.38
XFLT:
-0.45
BGR:
1.05
XFLT:
0.92
BGR:
0.22
XFLT:
-0.31
BGR:
0.81
XFLT:
-0.95
BGR:
4.88%
XFLT:
7.43%
BGR:
20.46%
XFLT:
16.41%
BGR:
-72.56%
XFLT:
-55.42%
BGR:
-6.75%
XFLT:
-14.88%
Fundamentals
BGR:
$325.84M
XFLT:
$435.39M
BGR:
$0.48
XFLT:
$1.01
BGR:
26.00
XFLT:
5.66
BGR:
24.42
XFLT:
6.80
BGR:
0.91
XFLT:
0.86
BGR:
$34.81M
XFLT:
$45.00M
BGR:
$32.60M
XFLT:
$37.80M
BGR:
$14.11M
XFLT:
$22.13M
Returns By Period
In the year-to-date period, BGR achieves a 4.22% return, which is significantly higher than XFLT's -9.38% return.
BGR
4.22%
10.06%
-1.96%
3.19%
20.89%
2.17%
XFLT
-9.38%
8.27%
-11.86%
-7.18%
17.58%
N/A
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Risk-Adjusted Performance
BGR vs. XFLT — Risk-Adjusted Performance Rank
BGR
XFLT
BGR vs. XFLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT). 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.
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Dividends
BGR vs. XFLT - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 7.57%, while XFLT has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.57% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
XFLT XAI Octagon Floating Rate & Alternative Income Term Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGR vs. XFLT - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.56%, which is greater than XFLT's maximum drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for BGR and XFLT. For additional features, visit the drawdowns tool.
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Volatility
BGR vs. XFLT - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 5.94% compared to XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) at 4.45%. This indicates that BGR's price experiences larger fluctuations and is considered to be riskier than XFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BGR vs. XFLT - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Energy and Resources Trust and XAI Octagon Floating Rate & Alternative Income Term Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities