USA vs. XFLT

In the year-to-date period, USA achieves a -1.58% return, which is significantly higher than XFLT's -9.70% return.

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This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) 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.

The current USA Sharpe Ratio is 0.31, which is higher than the XFLT Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of USA and XFLT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USA's dividend yield for the trailing twelve months is around 10.43%, less than XFLT's 17.19% yield.

The maximum USA drawdown since its inception was -69.05%, which is greater than XFLT's maximum drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for USA and XFLT. For additional features, visit the drawdowns tool.

Liberty All-Star Equity Fund (USA) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) have volatilities of 6.49% and 6.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Liberty All-Star Equity Fund 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.