Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Floating Rate Loans Perform During All Rate Environments

Chart of the Week

Chart of the Week | June 28, 2021
Macro Insights

Floating Rate Loans Perform During All Rate Environments

  • Floating rate loans perform well during all rate environments with an average annual return of 3.69% in a decreasing rate environment and 9.27% in an increasing rate environment.
  • Floating rate loans have an annualized return of 5.56% since 1992.
  • Floating rate loans had positive returns 27 of the past 29 years.
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Hunter Frey, Analyst
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Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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