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Performance analysis of NexPoint Residential Trust (NXRT)

Annual Return

Over the past 3 years, NXRT has had an average annual return of -13.17%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, NXRT has had an average annual return of -11.21%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, NXRT has had an average annual return of +7.05%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Mar 19, 2015, NXRT has had an average annual return of +9.80%, underperforming the benchmark SPY, which returned +13.78% annual.

202620252024202320222021202020192018201720162015
-9.65%-23.29%+27.36%-17.41%-46.67%+102.93%-2.92%+31.96%+29.88%+29.77%+79.54%-5.54%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.40%-6.72%-9.49%+15.56%+0.59%-2.07%-6.37%-9.65%
2025-5.44%+7.78%-5.87%-5.69%-8.80%-0.50%-6.42%+10.68%-5.17%-4.81%+3.72%-3.64%-23.29%
2024-11.27%-4.38%+11.91%+6.37%+7.10%+9.09%+10.58%+8.26%-6.02%-5.36%+13.01%-10.29%+27.36%
2023+16.04%-4.10%-8.97%-1.69%-4.40%+11.85%-8.62%-9.65%-13.30%-16.13%+12.82%+14.53%-17.41%
2022-5.40%+7.15%+6.74%-1.27%-17.59%-14.40%+6.45%-20.62%-11.88%-1.32%+5.46%-8.67%-46.67%
2021-6.71%+3.98%+13.15%+8.83%+3.35%+6.70%+7.22%+9.91%-3.97%+14.45%+5.31%+12.96%+102.93%
2020+8.44%-8.81%-42.89%+19.28%+6.35%+11.53%+8.15%+8.29%+7.90%-0.07%-0.02%-3.76%-2.92%
2019+6.73%-3.93%+7.51%-2.22%+6.91%+4%+4.25%+7.51%+1.38%+4.30%-1.89%-5.30%+31.96%
2018-5.12%-9.05%+4.05%+7.85%+3.47%+3.58%+5.24%+7.88%+3.59%+7.35%+2.39%-3.20%+29.88%
2017+3.44%+3.20%+2.29%-0.62%+0.62%+3.91%+0.80%-7.13%+2.79%+0.09%+18.48%+0.22%+29.77%

Drawdown analysis of NexPoint Residential Trust (NXRT)

The maximum drawdown for the NXRT was -70.32%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current NXRT drawdown is -65.84%.

Since Mar 19, 2015 NXRT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-70.32%Apr 28, 2022377Oct 27, 2023OngoingOngoingOngoing
-57.96%Feb 14, 202034Apr 3, 2020262Apr 20, 2021296
-26.08%Jun 1, 2015176Feb 10, 201646Apr 18, 2016222
-19.42%Dec 18, 201739Feb 14, 201897Jul 5, 2018136
-17.58%Sep 7, 201620Oct 5, 201647Dec 12, 201667
-14.92%Oct 18, 201949Dec 30, 201928Feb 10, 202077
-10.77%Dec 31, 202118Jan 27, 202214Feb 16, 202232
-10.65%Jun 15, 201752Aug 29, 201746Nov 2, 201798
-10.40%Oct 30, 20185Nov 6, 201810Nov 20, 201815
-10.35%Dec 6, 201812Dec 24, 20189Jan 8, 201921
-10.01%Feb 15, 201913Mar 7, 201912Mar 25, 201925
-9.79%Mar 19, 20153Mar 24, 20158Apr 6, 201511
-8.90%Mar 26, 201918Apr 22, 20199May 3, 201927
-8.44%Mar 29, 20229Apr 11, 202210Apr 26, 202219
-7.89%Nov 14, 201722Dec 15, 20171Dec 18, 201723
-7.77%Nov 15, 202111Dec 1, 202115Dec 22, 202126
-7.58%Sep 3, 202111Sep 21, 202121Oct 20, 202132
-7.47%Mar 3, 20177Mar 14, 201713Mar 31, 201720
-5.96%May 15, 201711May 31, 20176Jun 8, 201717
-5.57%Jul 9, 20199Jul 22, 20198Aug 1, 201917
-5.40%Aug 23, 201812Sep 11, 20184Sep 17, 201816
-5.21%Apr 18, 20178Apr 28, 201711May 15, 201719
-5.18%Sep 17, 20182Sep 19, 20188Oct 1, 201810
-5.17%Aug 12, 20193Aug 15, 20194Aug 21, 20197
-5.03%Oct 2, 20183Oct 5, 20187Oct 16, 201810