Chart of the Week | June 28, 2021
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.