XAI Octagon Floating Rate & Alternative Income Term Trust is a newly-organized, diversified, closed-end management investment company. The Trust seeks to achieve its investment objective by investing in a dynamically managed portfolio of opportunities primarily within the private credit markets. As of Sept 30 2017, the Trust had total assets of $71,158,579. The XFLT average annual return since 2017 is shown above.
The Average Annual Return on the XFLT average annual return since 2017 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether XFLT average annual return since 2017 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the XFLT average annual return calculation with any dividends reinvested as applicable (on ex-dates).
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