Performance analysis of NexPoint Real Estate Finance (NREF-P-A)
Annual Return
Over the past 3 years, NREF-P-A has had an average annual return of +15.80%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, NREF-P-A has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Jul 20, 2020, NREF-P-A has had an average annual return of +10.14%, underperforming the benchmark SPY, which returned +16.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.31% | +11.79% | +22.55% | +24.89% | -22.31% | +10.33% | +11.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.67% | +0.61% | -7.39% | +2.46% | +6.66% | +0.94% | +1.61% | +9.31% | |||||
| 2025 | +1.18% | +1.95% | +1.35% | -4.72% | +0.54% | +3.16% | +5.62% | -0.88% | +1.90% | +1.22% | -2.91% | +3.21% | +11.79% |
| 2024 | +3.07% | -0.07% | +3.51% | -0.73% | +0.81% | +2.77% | +1.62% | +1.15% | +8.32% | +2.13% | -0.42% | -1.28% | +22.55% |
| 2023 | +13.78% | +6.33% | -8.18% | +0.14% | -6.09% | +10.93% | +1.38% | +3.99% | +0.05% | -12.17% | +5.82% | +9.94% | +24.89% |
| 2022 | -0.89% | +0.08% | -0.87% | +2.17% | +0.15% | +0.20% | -5.09% | +1.78% | -6.93% | -11.86% | +3.16% | -5.75% | -22.31% |
| 2021 | +8.03% | -5.87% | +1.76% | +2.41% | -0.10% | +0.67% | +0.71% | +1.88% | -2.08% | +1.99% | +0.07% | +0.96% | +10.33% |
| 2020 | +0% | +2.12% | -0% | +4.95% | +4.04% | -0% | +11.50% |
Drawdown analysis of NexPoint Real Estate Finance (NREF-P-A)
The maximum drawdown for the NREF-P-A was -26.85%, occurring on Dec 20, 2022. Recovery took 307 trading sessions.
The current NREF-P-A drawdown is -1.10%.
Since Jul 20, 2020 NREF-P-A has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.85% | Jan 12, 2022 | 236 | Dec 20, 2022 | 307 | Mar 13, 2024 | 543 |
| -9.68% | Mar 26, 2025 | 8 | Apr 7, 2025 | 61 | Jul 7, 2025 | 69 |
| -9.21% | Feb 20, 2026 | 25 | Mar 27, 2026 | 41 | May 27, 2026 | 66 |
| -6.54% | Oct 30, 2024 | 38 | Dec 24, 2024 | 47 | Mar 6, 2025 | 85 |
| -5.87% | Jan 29, 2021 | 18 | Feb 25, 2021 | 52 | May 11, 2021 | 70 |
| -5.19% | Nov 25, 2020 | 19 | Dec 23, 2020 | 24 | Jan 29, 2021 | 43 |
| -4.69% | Jul 15, 2025 | 22 | Aug 14, 2025 | 14 | Sep 4, 2025 | 36 |
| -4.47% | Oct 6, 2025 | 37 | Nov 26, 2025 | 28 | Jan 8, 2026 | 65 |
| -3.87% | Aug 14, 2020 | 17 | Sep 9, 2020 | 4 | Sep 15, 2020 | 21 |
| -3.44% | Oct 10, 2024 | 8 | Oct 22, 2024 | 6 | Oct 30, 2024 | 14 |
| -3.38% | Jul 12, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -3.23% | Sep 18, 2020 | 1 | Sep 21, 2020 | 1 | Sep 22, 2020 | 2 |
| -3.19% | Nov 22, 2021 | 22 | Dec 23, 2021 | 12 | Jan 11, 2022 | 34 |
| -3.13% | Sep 22, 2020 | 6 | Sep 30, 2020 | 14 | Oct 20, 2020 | 20 |
| -3.12% | May 11, 2021 | 1 | May 12, 2021 | 43 | Jul 14, 2021 | 44 |
| -3.03% | Mar 22, 2024 | 15 | Apr 15, 2024 | 4 | Apr 19, 2024 | 19 |
| -2.87% | Aug 28, 2024 | 2 | Aug 30, 2024 | 6 | Sep 10, 2024 | 8 |
| -2.76% | Apr 19, 2024 | 17 | May 14, 2024 | 18 | Jun 10, 2024 | 35 |
| -2.69% | May 28, 2026 | 14 | Jun 17, 2026 | 5 | Jun 25, 2026 | 19 |
| -2.66% | Jul 14, 2021 | 10 | Jul 28, 2021 | 7 | Aug 6, 2021 | 17 |
| -2.54% | Jul 20, 2020 | 2 | Jul 22, 2020 | 5 | Jul 29, 2020 | 7 |
| -2.30% | Aug 25, 2021 | 1 | Aug 26, 2021 | 35 | Oct 15, 2021 | 36 |
| -2.18% | Oct 20, 2020 | 2 | Oct 22, 2020 | 11 | Nov 6, 2020 | 13 |
| -2.15% | Jul 8, 2025 | 1 | Jul 9, 2025 | 1 | Jul 10, 2025 | 2 |
| -2.08% | Mar 6, 2025 | 5 | Mar 13, 2025 | 6 | Mar 21, 2025 | 11 |