XFLT vs. USA
Compare and contrast key facts about XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) and Liberty All-Star Equity Fund (USA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFLT or USA.
Correlation
The correlation between XFLT and USA is 0.27, 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
XFLT vs. USA - Performance Comparison
Key characteristics
XFLT:
0.78
USA:
1.59
XFLT:
1.09
USA:
2.21
XFLT:
1.18
USA:
1.28
XFLT:
0.93
USA:
1.56
XFLT:
2.39
USA:
10.05
XFLT:
3.85%
USA:
2.22%
XFLT:
11.74%
USA:
14.01%
XFLT:
-55.42%
USA:
-69.06%
XFLT:
-6.35%
USA:
-5.05%
Fundamentals
Returns By Period
In the year-to-date period, XFLT achieves a 7.05% return, which is significantly lower than USA's 20.99% return.
XFLT
7.05%
-2.96%
0.84%
8.12%
9.22%
N/A
USA
20.99%
-3.20%
8.96%
20.99%
11.44%
12.23%
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Risk-Adjusted Performance
XFLT vs. USA - Risk-Adjusted Performance Comparison
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.
Dividends
XFLT vs. USA - Dividend Comparison
XFLT's dividend yield for the trailing twelve months is around 15.29%, more than USA's 10.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XFLT XAI Octagon Floating Rate & Alternative Income Term Trust | 15.29% | 13.61% | 13.86% | 9.82% | 10.64% | 10.63% | 11.33% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% |
USA Liberty All-Star Equity Fund | 10.20% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% | 5.94% |
Drawdowns
XFLT vs. USA - Drawdown Comparison
The maximum XFLT drawdown since its inception was -55.42%, smaller than the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for XFLT and USA. For additional features, visit the drawdowns tool.
Volatility
XFLT vs. USA - Volatility Comparison
XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) has a higher volatility of 7.23% compared to Liberty All-Star Equity Fund (USA) at 4.18%. This indicates that XFLT's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
XFLT vs. USA - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities