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 0.21, 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
Key characteristics
BGR:
-0.12
XFLT:
-0.76
BGR:
-0.02
XFLT:
-0.88
BGR:
1.00
XFLT:
0.84
BGR:
-0.13
XFLT:
-0.53
BGR:
-0.53
XFLT:
-1.93
BGR:
4.38%
XFLT:
6.34%
BGR:
20.22%
XFLT:
16.14%
BGR:
-72.56%
XFLT:
-55.42%
BGR:
-12.60%
XFLT:
-19.94%
Fundamentals
BGR:
$319.83M
XFLT:
$370.52M
BGR:
$0.48
XFLT:
$1.01
BGR:
25.52
XFLT:
5.33
BGR:
23.97
XFLT:
6.56
BGR:
0.89
XFLT:
0.83
Returns By Period
In the year-to-date period, BGR achieves a -2.32% return, which is significantly higher than XFLT's -14.77% return.
BGR
-2.32%
-10.62%
-3.42%
-2.41%
18.98%
1.18%
XFLT
-14.77%
-9.48%
-15.16%
-10.83%
17.97%
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.
Dividends
BGR vs. XFLT - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 8.08%, less than XFLT's 18.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 8.08% | 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 | 18.22% | 15.24% | 13.61% | 13.86% | 9.82% | 10.64% | 10.63% | 11.33% | 1.47% | 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.
Volatility
BGR vs. XFLT - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 13.91% compared to XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) at 12.16%. 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.
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