XFLT ETF

XFLT ETF
$19.52
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Returns Overview

1 Month
-0.28%
3 Months
+0.61%
6 Months
-1.60%
YTD
-3.66%
1 Year
-14.91%
3 Years (annualized)
+1.98%
5 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XFLT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA US Leveraged Loan 100 Total Return USD(^SPLL100TR)
This ETF (YTD)
-3.66%
Peer Avg (YTD)
+0.12%
vs Peers
-3.78%

XFLT ETF Performance

XFLT performance across multiple time periods: 1-month -0.28%, YTD -3.66%, 1-year -14.91%, 3-year 1.98%, 5-year 2.17%.

XFLT returns trail the peer average of 0.12% YTD. With an expense ratio of 6.29%, investors should weigh costs against performance when evaluating this ETF.

XFLT vs another fund shows side-by-side returns. XFLT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.28%N/A
3 Months+0.61%N/A
6 Months-1.60%N/A
1 Year-14.91%N/A
3 Years+1.98%N/A
5 Years+2.17%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized