XIFR vs. USFR
XIFR (XPLR Infrastructure LP) is a stock, while USFR (WisdomTree Floating Rate Treasury Fund) is Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. Over the past 10 years, XIFR returned -4.78%/yr vs 2.48%/yr for USFR. Their -0.03 correlation means they have often moved in opposite directions in the past.
Performance
XIFR vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, XIFR achieves a 17.90% return, which is significantly higher than USFR's 2.29% return. Over the past 10 years, XIFR has underperformed USFR with an annualized return of -4.78%, while USFR has yielded a comparatively higher 2.48% annualized return.
XIFR
- 1D
- -0.76%
- 1M
- -4.53%
- 6M
- 19.57%
- YTD
- 17.90%
- 1Y
- 28.15%
- 3Y*
- -34.83%
- 5Y*
- -28.29%
- 10Y*
- -4.78%
- ALL TIME*
- -3.96%
USFR
- 1D
- 0.00%
- 1M
- 0.36%
- 6M
- 1.89%
- YTD
- 2.29%
- 1Y
- 3.97%
- 3Y*
- 4.68%
- 5Y*
- 3.81%
- 10Y*
- 2.48%
- ALL TIME*
- 1.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $352.79M | $265.75M | $249.59M | |
| $17.05M | $14.22M | $13.09M |
XIFR vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XIFR XPLR Infrastructure LP | 17.90% | -43.82% | -32.61% | -53.32% | -13.52% | 30.01% | 32.40% | 27.54% | 3.74% | 75.99% |
USFR WisdomTree Floating Rate Treasury Fund | 2.29% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 2.02% | 2.01% | 1.03% |
Correlation
The correlation between XIFR and USFR is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.05 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.04 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2014 | -0.03 |
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Return for Risk
XIFR vs. USFR — Risk / Return Rank
XIFR
USFR
XIFR vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for XPLR Infrastructure LP (XIFR) and WisdomTree Floating Rate Treasury Fund (USFR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XIFR | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -13.91 | ||
| Sortino ratioReturn per unit of downside risk | -50.25 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 14.07 | -12.92 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 200.37 | -198.99 |
| Martin ratioReturn relative to average drawdown | 3.06 | 800.41 | -797.35 |
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Drawdowns
XIFR vs. USFR - Drawdown Comparison
The maximum XIFR drawdown since its inception was -88.29%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for XIFR and USFR.
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Drawdown Indicators
| XIFR | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.29% | -1.36% | -86.93% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -0.02% | -20.43% |
Max Drawdown (3Y)Largest decline over 3 years | -81.45% | -0.06% | -81.39% |
Max Drawdown (5Y)Largest decline over 5 years | -88.29% | -0.18% | -88.11% |
Max Drawdown (10Y)Largest decline over 10 years | -88.29% | -0.80% | -87.49% |
Current DrawdownCurrent decline from peak | -82.66% | 0.00% | -82.66% |
Average DrawdownAverage peak-to-trough decline | -29.62% | -0.15% | -29.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.22% | 0.00% | +9.22% |
Volatility
XIFR vs. USFR - Volatility Comparison
XPLR Infrastructure LP (XIFR) has a higher volatility of 13.96% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that XIFR's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XIFR | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.96% | 0.09% | +13.87% |
Volatility (6M)Calculated over the trailing 6-month period | 27.43% | 0.20% | +27.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.64% | 0.27% | +38.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.57% | 0.39% | +45.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.83% | 0.76% | +40.07% |
Dividends
XIFR vs. USFR - Dividend Comparison
XIFR has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USFR WisdomTree Floating Rate Treasury Fund | 3.79% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% | 0.00% |
XIFR XPLR Infrastructure LP | 0.00% | 0.00% | 20.20% | 11.10% | 4.27% | 3.08% | 3.37% | 3.74% | 3.98% | 3.46% | 5.08% | 3.03% |
Frequently Asked Questions
XIFR and USFR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XIFR has higher volatility (13.96%) compared to USFR (0.09%). In terms of maximum drawdown, XIFR dropped -88.29% vs USFR's -1.36%.
USFR currently has the higher Sharpe Ratio (14.64 vs 0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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