Xai Octagon Floating Preferred Stock Performance
| XFLT-PA Preferred Stock | USD 25.25 0.05 0.20% |
XAI Octagon has a performance score of 5 on a scale of 0 to 100. The firm maintains a market beta of -0.0083, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning XAI Octagon are expected to decrease at a much lower rate. During the bear market, XAI Octagon is likely to outperform the market. XAI Octagon Floating currently maintains a risk of 0.51%. Please check out XAI Octagon Floating total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if XAI Octagon Floating will be following its historical returns.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in XAI Octagon Floating are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, XAI Octagon is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Dividend Yield | 0.0651 |
XAI |
XAI Octagon Relative Risk vs. Return Landscape
If you would invest 2,478 in XAI Octagon Floating on September 28, 2024 and sell it today you would earn a total of 52.00 from holding XAI Octagon Floating or generate 2.1% return on investment over 90 days. XAI Octagon Floating is generating 0.0348% of daily returns and assumes 0.5077% volatility on return distribution over the 90 days horizon. Simply put, 4% of preferred stocks are less volatile than XAI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
XAI Octagon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for XAI Octagon's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as XAI Octagon Floating, and traders can use it to determine the average amount a XAI Octagon's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0685
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XFLT-PA |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average XAI Octagon is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of XAI Octagon by adding it to a well-diversified portfolio.
XAI Octagon Fundamentals Growth
XAI Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of XAI Octagon, and XAI Octagon fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on XAI Preferred Stock performance.
| Total Asset | 404.98 M | ||||
| Retained Earnings | (62.4 M) | ||||
About XAI Octagon Performance
By analyzing XAI Octagon's fundamental ratios, stakeholders can gain valuable insights into XAI Octagon's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if XAI Octagon has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if XAI Octagon has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about XAI Octagon Floating performance evaluation
Checking the ongoing alerts about XAI Octagon for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for XAI Octagon Floating help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 58.0% of the company outstanding shares are owned by institutional investors |
- Analyzing XAI Octagon's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether XAI Octagon's stock is overvalued or undervalued compared to its peers.
- Examining XAI Octagon's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating XAI Octagon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of XAI Octagon's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of XAI Octagon's preferred stock. These opinions can provide insight into XAI Octagon's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for XAI Preferred Stock analysis
When running XAI Octagon's price analysis, check to measure XAI Octagon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy XAI Octagon is operating at the current time. Most of XAI Octagon's value examination focuses on studying past and present price action to predict the probability of XAI Octagon's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move XAI Octagon's price. Additionally, you may evaluate how the addition of XAI Octagon to your portfolios can decrease your overall portfolio volatility.
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