Score Overview
PeriodNet IncomeRevenueScoreGrowthTrendConsistencyGrowthTrendConsistency
5 Years
6.7
189.77%
60%
—
446.03%
60%
—
5 Years
Score6.7
Net Growth189.77%
Net Trend60%
Net Income Consistency—
Rev Growth446.03%
Rev Trend60%
Revenue Consistency—
XAI Octagon Floating Rate & Alternative Income Term Trust fundamental performance
Between 2020 and 2025, revenue went from -$ 9M to $ 32M and net income went from -$ 11M to $ 9M. Revenue increased in 3 of those 5 years; net income in 3.
XAI Octagon Floating Rate & Alternative Income Term Trust currently holds a 5-year HDB Score of 6.7 out of 10. How the HDB Score is calculated.
Net Income x Stock Price
Historical Returns
| Period | Price | Return |
|---|---|---|
Last Price2026-08-12 | $ 19.16 | — |
1 Year2025-08-12 | $ 23.48 | -18.41% |
5 Years2021-08-12 | $ 22.59 | -15.20% |
| Period | Last Price2026-08-12 | 1 Year2025-08-12 | 5 Years2021-08-12 |
|---|---|---|---|
| Price | $ 19.16 | $ 23.48 | $ 22.59 |
| Return | — | -18.41% | -15.20% |
Prices are split & dividend adjusted. All values are reported in USD.
Fundamental Data
| Year | |||
|---|---|---|---|
| 2025 | $ 32M | $ 9M | $ 6M |
| 2024 | $ 57M | $ 48M | $ 7M |
| 2023 | $ 52M | $ 46M | $ 1M |
| 2022 | -$ 31M | -$ 36M | $ 1M |
| 2021 | $ 38M | $ 35M | $ 4M |
| 2020 | -$ 9M | -$ 11M | $ 1M |
| 2019 | -$ 3M | -$ 4M | $ 459.88K |
| 2018 | $ 4M | $ 4M | $ 494.7K |
| IPO2017 | $ 71M |
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