Performance analysis of New Mountain Finance (NMFC)
Annual Return
Over the past 3 years, NMFC has had an average annual return of -7.21%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NMFC has had an average annual return of -1.63%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NMFC has had an average annual return of +4.47%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 20, 2011, NMFC has had an average annual return of +6.83%, underperforming the benchmark SPY, which returned +14.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.06% | -7.17% | -0.88% | +15.41% | -0.52% | +31.98% | -6.83% | +20.57% | +2.73% | +5.66% | +20.21% | -3.96% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +9.83% | +11.59% | +25.29% | +10.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.51% | -11.15% | +5.55% | +10.05% | -6.32% | -7.41% | -2.09% | -18.06% | |||||
| 2025 | +4.09% | -0.60% | -2.55% | -9.88% | +8.35% | +1.05% | -0.29% | +1.33% | -6.61% | +0.31% | +0% | -1.42% | -7.17% |
| 2024 | +1.26% | +0.08% | +1.17% | -0.79% | +0.24% | -0.15% | +1.31% | -0.72% | +0.07% | -4.59% | +4.46% | -2.94% | -0.88% |
| 2023 | +4.44% | -2.01% | -1.25% | -2.30% | +0.67% | +6.88% | +2.49% | +0.16% | +4% | -4.40% | +3.55% | +2.80% | +15.41% |
| 2022 | -2.92% | +1.50% | +4.90% | -3.97% | -2.78% | -5.50% | +8.56% | +1.55% | -10.13% | +5.38% | +5.10% | -0.59% | -0.52% |
| 2021 | +0.79% | +8.21% | +2.42% | +6.05% | +0.99% | +1.45% | +1.44% | +0.07% | +1.78% | +5.64% | -4.05% | +3.85% | +31.98% |
| 2020 | +2.25% | -8.97% | -45.02% | +12.50% | +24.18% | +0.88% | -3.23% | +11.12% | -1.48% | -5.18% | +32.27% | -2.79% | -6.83% |
| 2019 | +11.61% | -1.35% | +0.48% | +3.61% | -0.71% | +2.50% | -1.43% | -2.03% | +3.57% | -0.37% | -0.59% | +4.34% | +20.57% |
| 2018 | -1.85% | -4.88% | +6.65% | +2.66% | +2.96% | +0.31% | +4.78% | -3.51% | +0.64% | -1.41% | +2.26% | -5.13% | +2.73% |
| 2017 | -0.36% | +4.63% | +3.69% | +0% | -2.35% | +2.35% | -0.35% | -2.76% | +3.56% | -1.40% | +0.71% | -1.87% | +5.66% |
Drawdown analysis of New Mountain Finance (NMFC)
The maximum drawdown for the NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 228 trading sessions.
The current NMFC drawdown is -28.75%.
Since May 20, 2011 NMFC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.05% | Feb 13, 2020 | 36 | Apr 6, 2020 | 228 | Mar 3, 2021 | 264 |
| -30.27% | Feb 19, 2025 | 347 | Jul 9, 2026 | Ongoing | Ongoing | Ongoing |
| -21.90% | Jul 21, 2015 | 125 | Jan 19, 2016 | 138 | Aug 4, 2016 | 263 |
| -20.51% | Jun 9, 2011 | 43 | Aug 10, 2011 | 55 | Oct 27, 2011 | 98 |
| -17.40% | Apr 1, 2022 | 52 | Jun 16, 2022 | 153 | Jan 26, 2023 | 205 |
| -12.14% | Jul 30, 2024 | 69 | Nov 5, 2024 | 66 | Feb 12, 2025 | 135 |
| -11.31% | Oct 16, 2017 | 80 | Feb 9, 2018 | 67 | May 17, 2018 | 147 |
| -11.29% | Feb 2, 2023 | 25 | Mar 10, 2023 | 77 | Jun 30, 2023 | 102 |
| -11.29% | Sep 21, 2012 | 36 | Nov 14, 2012 | 46 | Jan 23, 2013 | 82 |
| -9.56% | Jul 27, 2018 | 102 | Dec 21, 2018 | 16 | Jan 16, 2019 | 118 |
| -8.62% | Apr 29, 2013 | 39 | Jun 24, 2013 | 107 | Nov 22, 2013 | 146 |
| -8.49% | Feb 19, 2013 | 41 | Apr 18, 2013 | 3 | Apr 23, 2013 | 44 |
| -6.30% | Dec 24, 2013 | 93 | May 9, 2014 | 33 | Jun 26, 2014 | 126 |
| -6.07% | Jun 19, 2019 | 48 | Aug 27, 2019 | 72 | Dec 9, 2019 | 120 |
| -6.00% | Jul 12, 2021 | 28 | Aug 19, 2021 | 18 | Sep 15, 2021 | 46 |
| -5.96% | Oct 22, 2021 | 63 | Jan 24, 2022 | 27 | Mar 3, 2022 | 90 |
| -5.62% | Oct 16, 2023 | 9 | Oct 27, 2023 | 32 | Dec 13, 2023 | 41 |
| -5.54% | Aug 9, 2017 | 27 | Sep 18, 2017 | 12 | Oct 4, 2017 | 39 |
| -5.44% | Oct 31, 2011 | 18 | Nov 25, 2011 | 13 | Dec 14, 2011 | 31 |
| -5.38% | Mar 15, 2021 | 6 | Mar 23, 2021 | 23 | Apr 26, 2021 | 29 |
| -5.37% | Feb 22, 2019 | 10 | Mar 8, 2019 | 31 | Apr 23, 2019 | 41 |
| -5.24% | Aug 30, 2016 | 46 | Nov 3, 2016 | 10 | Nov 17, 2016 | 56 |
| -5.09% | Jul 9, 2012 | 3 | Jul 12, 2012 | 43 | Sep 12, 2012 | 46 |
| -4.90% | Aug 29, 2014 | 32 | Oct 15, 2014 | 24 | Nov 18, 2014 | 56 |
| -4.85% | Apr 29, 2021 | 9 | May 12, 2021 | 11 | May 27, 2021 | 20 |