XFLT (XAI Octagon Floating Rate & Alternativeome Trust) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XFLT XAI Octagon Floating Rate & Alternative Income Trust XFLT
25 GF Score
Price $17.12
! 2 Warning Signs
View Full Analysis

What is XAI Octagon Floating Rate & Alternativeome Trust ROC (Joel Greenblatt) %?

XAI Octagon Floating Rate & Alternativeome Trust XFLT -1.72% 25 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates XFLT with a GF Score™ of 25/100. The stock has 2 warning signs investors should review. Among 628 Asset Management companies, XAI Octagon Floating Rate & Alternativeome Trust ranks worse than 159235.51% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

XFLT
25GF Score
XAI Octagon Floating Rate & Alternative Income Trust XFLT
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
XAI Octagon Floating Rate & Alternativeome Trust (XFLT) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. 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 #999999 out of 628 companies in the Asset Management industry.
Is XAI Octagon Floating Rate & Alternativeome Trust's ROC (Joel Greenblatt) % too high?
XAI Octagon Floating Rate & Alternativeome Trust's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #999999 out of 628 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 25/100, reflecting its overall financial health beyond just this single metric.
How does XAI Octagon Floating Rate & Alternativeome Trust's ROC (Joel Greenblatt) % compare to TDF and JCE?
According to the Asset Management industry distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #999999 out of 628 companies for ROC (Joel Greenblatt) %. This places XAI Octagon Floating Rate & Alternativeome Trust in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 62.70. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 62.70, based on 628 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on XAI Octagon Floating Rate & Alternativeome Trust and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 62.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. XAI Octagon Floating Rate & Alternativeome Trust's current ROC (Joel Greenblatt) % is %. 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?
XAI Octagon Floating Rate & Alternativeome Trust (XFLT) has a current ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. XAI Octagon Floating Rate & Alternativeome Trust's overall GF Score™ is 25/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For XAI Octagon Floating Rate & Alternativeome Trust (XFLT), the current ROC (Joel Greenblatt) % is % as of Mar. 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.

XAI Octagon Floating Rate & Alternativeome Trust Business Description

Address 321 North Clark Street, Suite 2430, Chicago, IL, USA, 60654
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.
25GF Score

Get the complete analysis for XFLT

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$17.12
Price