Performance analysis of NexPoint Real Estate Finance (NREF)
Annual Return
Over the past 3 years, NREF has had an average annual return of +17.59%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NREF has had an average annual return of +10.85%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Feb 7, 2020, NREF has had an average annual return of +11.09%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +27.26% | +2.59% | +13.82% | +17.45% | -8.74% | +27.88% | -3.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.91% | -1.76% | -3.64% | +7.05% | +8.25% | +2.63% | +7.74% | +27.26% | |||||
| 2025 | -1.78% | +6.75% | -4.11% | -4.31% | +0.96% | -3.40% | +0.07% | +8.70% | -2.12% | -8.04% | +11.04% | +0.58% | +2.59% |
| 2024 | -7.49% | -3.64% | +6.11% | -9.75% | +9.72% | +0.10% | +5.17% | +15.25% | -3.08% | -3.20% | +17.45% | -9.09% | +13.82% |
| 2023 | +19.89% | -5.25% | -9.51% | -11.17% | -4.53% | +22.60% | +9.75% | -0.12% | -0.26% | -9.35% | +10.39% | +0.44% | +17.45% |
| 2022 | +4.15% | +4.79% | +10.09% | +3.89% | +4.05% | -14.96% | +4.09% | -2.75% | -25.20% | +17.29% | +7.39% | -13.38% | -8.74% |
| 2021 | -1.57% | +14.39% | +2.42% | +11.20% | -3.05% | +6.66% | -6.65% | +10% | -7.10% | +6.42% | +1.30% | -6.21% | +27.88% |
| 2020 | -0.80% | -47.10% | +18.75% | +42.51% | +5.27% | -5.07% | -3.34% | -1.88% | -6.60% | +20.27% | +2.38% | -3.19% |
Drawdown analysis of NexPoint Real Estate Finance (NREF)
The maximum drawdown for the NREF was -66.26%, occurring on Mar 24, 2020. Recovery took 175 trading sessions.
The current NREF drawdown is -2.00%.
Since Feb 7, 2020 NREF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.26% | Feb 21, 2020 | 22 | Mar 24, 2020 | 175 | Dec 1, 2020 | 197 |
| -44.75% | May 17, 2022 | 235 | Apr 25, 2023 | 759 | May 5, 2026 | 994 |
| -17.26% | Dec 4, 2020 | 17 | Dec 30, 2020 | 34 | Feb 19, 2021 | 51 |
| -16.78% | Aug 13, 2021 | 89 | Dec 20, 2021 | 56 | Mar 11, 2022 | 145 |
| -9.07% | Jun 9, 2021 | 30 | Jul 22, 2021 | 10 | Aug 5, 2021 | 40 |
| -8.94% | Apr 13, 2021 | 22 | May 13, 2021 | 16 | Jun 7, 2021 | 38 |
| -6.56% | May 8, 2026 | 4 | May 14, 2026 | 30 | Jun 29, 2026 | 34 |
| -5.53% | May 5, 2022 | 3 | May 10, 2022 | 3 | May 13, 2022 | 6 |
| -5.22% | Apr 20, 2022 | 3 | Apr 25, 2022 | 6 | May 3, 2022 | 9 |
| -5.20% | Feb 19, 2021 | 5 | Feb 26, 2021 | 24 | Apr 1, 2021 | 29 |
| -2.85% | Mar 11, 2022 | 1 | Mar 14, 2022 | 3 | Mar 17, 2022 | 4 |
| -2.53% | Jul 7, 2026 | 1 | Jul 8, 2026 | 2 | Jul 10, 2026 | 3 |
| -2.00% | Jul 16, 2026 | 3 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |
| -1.40% | Apr 1, 2022 | 4 | Apr 7, 2022 | 4 | Apr 13, 2022 | 8 |
| -1.31% | Feb 14, 2020 | 1 | Feb 18, 2020 | 3 | Feb 21, 2020 | 4 |
| -0.97% | Mar 22, 2022 | 1 | Mar 23, 2022 | 1 | Mar 24, 2022 | 2 |
| -0.95% | Aug 9, 2021 | 3 | Aug 12, 2021 | 1 | Aug 13, 2021 | 4 |
| -0.88% | Mar 25, 2022 | 4 | Mar 31, 2022 | 1 | Apr 1, 2022 | 5 |
| -0.75% | May 3, 2022 | 1 | May 4, 2022 | 1 | May 5, 2022 | 2 |
| -0.52% | Jun 29, 2026 | 1 | Jun 30, 2026 | 2 | Jul 2, 2026 | 3 |
| -0.45% | Jul 2, 2026 | 1 | Jul 6, 2026 | 1 | Jul 7, 2026 | 2 |
| -0.20% | Apr 6, 2021 | 1 | Apr 7, 2021 | 1 | Apr 8, 2021 | 2 |
| -0.05% | Feb 12, 2020 | 1 | Feb 13, 2020 | 1 | Feb 14, 2020 | 2 |