XFLT vs. USA

In the year-to-date period, XFLT achieves a -9.38% return, which is significantly lower than USA's 0.54% 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 Liberty All-Star Equity Fund (USA). 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 USA Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of XFLT and USA, 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 USA's dividend yield for the trailing twelve months is around 10.21%.

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

The current volatility for XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is 4.45%, while Liberty All-Star Equity Fund (USA) has a volatility of 6.36%. This indicates that XFLT experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between XAI Octagon Floating Rate & Alternative Income Term Trust and Liberty All-Star Equity Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.