XFLT vs. SPY

In the year-to-date period, XFLT achieves a -9.38% return, which is significantly lower than SPY's -0.23% return.

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This table presents a comparison of risk-adjusted performance metrics for XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) and SPDR S&P 500 ETF (SPY). 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 XFLT Sharpe Ratio is -0.44, which is lower than the SPY Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of XFLT and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XFLT has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.23%.

The maximum XFLT drawdown since its inception was -55.42%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for XFLT and SPY. For additional features, visit the drawdowns tool.

The current volatility for XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is 4.45%, while SPDR S&P 500 ETF (SPY) has a volatility of 6.39%. This indicates that XFLT experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.