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12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-09-22), XAI Octagon Floating Rate & Alternativeome Trust's 12-1 Month Momentum % is -27.16%.
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
XFLT vs SAR, NCZ, KWY: 12-1 Month Momentum % Comparison
For the Asset Management subindustry, XAI Octagon Floating Rate & Alternativeome Trust's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
XAI Octagon Floating Rate & Alternativeome Trust 12-1 Month Momentum % vs Asset Management Industry
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a 12-1 Month Momentum % of -27.16% mean?
XAI Octagon Floating Rate & Alternativeome Trust (XFLT) has a 12-1 Month Momentum % of -27.16% as of Sep. 22, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on XAI Octagon Floating Rate & Alternativeome Trust and its competitors. According to the industry distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1363 out of 1649 companies in the Asset Management industry, placing it in the top 82.7%.
Is XAI Octagon Floating Rate & Alternativeome Trust's 12-1 Month Momentum % too high?
XAI Octagon Floating Rate & Alternativeome Trust's current 12-1 Month Momentum % is -27.16%. Based on the distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1363 out of 1649 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, XAI Octagon Floating Rate & Alternativeome Trust has a GF Score™ of 47/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does XAI Octagon Floating Rate & Alternativeome Trust's 12-1 Month Momentum % compare to SAR and NCZ?
According to the Asset Management industry distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1363 out of 1649 companies for 12-1 Month Momentum %. This places XAI Octagon Floating Rate & Alternativeome Trust in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for an Asset Management company?
A good 12-1 Month Momentum % depends on the Asset Management industry context. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on XAI Octagon Floating Rate & Alternativeome Trust and its competitors. XAI Octagon Floating Rate & Alternativeome Trust's current 12-1 Month Momentum % is -27.16%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is XAI Octagon Floating Rate & Alternativeome Trust stock overvalued right now?
Based on GuruFocus' analysis, XAI Octagon Floating Rate & Alternativeome Trust (XFLT) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.64, compared to a current price of $19.57 — trading 43.5% above its estimated fair value. The current 12-1 Month Momentum % is -27.16%. XAI Octagon Floating Rate & Alternativeome Trust's overall GF Score™ is 47/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For XAI Octagon Floating Rate & Alternativeome Trust (XFLT), the current 12-1 Month Momentum % is -27.16% as of Sep. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is XAI Octagon Floating Rate & Alternativeome Trust (XFLT) Overvalued in 2026?
Based on GuruFocus' analysis, XAI Octagon Floating Rate & Alternativeome Trust stock appears to be overvalued.
The current stock price of $19.57 is trading 43.5% above its estimated GF Value™ of $13.64.
GuruFocus considers XAI Octagon Floating Rate & Alternativeome Trust to be Significantly Overvalued.
Key valuation signals for XFLT:
12-1 Month Momentum %: -27.16%
GF Value™: $13.64 vs. price of $19.57 (43.5% above fair value)
No single metric tells the full story. See the XFLT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
XAI Octagon Floating Rate & Alternative Income Trust is a diversified, closed-end management investment company which invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle.
47GF Score
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