Performance analysis of NexPoint Diversified Real Estate Trust (NXDT)
Annual Return
Over the past 3 years, NXDT has had an average annual return of -13.07%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Nov 8, 2021, NXDT has had an average annual return of -10.09%, underperforming the benchmark SPY, which returned +11.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +59.14% | -26.06% | -15.16% | -24.90% | -13.95% | -6.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +25.06% | -4.11% | +4.95% | +16.06% | +1.72% | -2.81% | +10.21% | +59.14% | |||||
| 2025 | -9.35% | -7.60% | -22.77% | -8.37% | +23.80% | +0.71% | +4.78% | -7.17% | -6.13% | -13.80% | -4.07% | +32.51% | -26.06% |
| 2024 | -13.22% | -6.26% | +4.27% | -9.39% | -5.48% | +0.39% | +14.45% | -4.30% | +5.94% | -14.40% | +11.18% | +5.36% | -15.16% |
| 2023 | +16.76% | -6.72% | -13.81% | +2.70% | -1.04% | +20.20% | -6.63% | -17.99% | -7.93% | -9.54% | +4.11% | -1.36% | -24.90% |
| 2022 | +6.29% | +3.81% | +6.65% | +0.57% | -2.27% | +7.08% | -4.90% | +0.05% | -19.24% | +2.08% | +9.44% | -19.07% | -13.95% |
| 2021 | -5.99% | -0.01% | -6.00% |
Drawdown analysis of NexPoint Diversified Real Estate Trust (NXDT)
The maximum drawdown for the NXDT was -79.35%, occurring on Nov 20, 2025. This drawdown has not yet recovered.
The current NXDT drawdown is -50.79%.
Since Nov 8, 2021 NXDT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.35% | Aug 16, 2022 | 820 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -8.99% | Apr 20, 2022 | 41 | Jun 17, 2022 | 6 | Jun 28, 2022 | 47 |
| -8.68% | Nov 8, 2021 | 22 | Dec 9, 2021 | 40 | Feb 7, 2022 | 62 |
| -8.64% | Feb 16, 2022 | 13 | Mar 8, 2022 | 10 | Mar 22, 2022 | 23 |
| -5.94% | Jun 30, 2022 | 11 | Jul 18, 2022 | 17 | Aug 10, 2022 | 28 |
| -1.09% | Apr 5, 2022 | 3 | Apr 8, 2022 | 7 | Apr 20, 2022 | 10 |
| -1.06% | Feb 9, 2022 | 2 | Feb 11, 2022 | 2 | Feb 15, 2022 | 4 |
| -0.63% | Mar 30, 2022 | 1 | Mar 31, 2022 | 1 | Apr 1, 2022 | 2 |
| -0.47% | Mar 23, 2022 | 1 | Mar 24, 2022 | 1 | Mar 25, 2022 | 2 |
| -0.25% | Mar 25, 2022 | 1 | Mar 28, 2022 | 1 | Mar 29, 2022 | 2 |
| -0.17% | Aug 12, 2022 | 1 | Aug 15, 2022 | 1 | Aug 16, 2022 | 2 |