Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NREF (NexPoint Real Estate Finance, Inc.) | 14.18% | 18.29% | 18.40% | 6.74% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NREF (NexPoint Real Estate Finance, Inc.) | 02/10/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 18.29 | 18.40 | 6.74 | NA | NA | NA | … | … | 14.18 | 2.06 | 13.51 | 17.47 | -8.90 | 27.72 | -3.06 |
| Sharpe Ratio | NA | 0.68 | 0.55 | 0.16 | NA | NA | NA | … | … | 1.54 | -0.03 | 0.28 | 0.38 | -0.27 | 0.96 | -0.04 |
| Standard Deviation(%) | NA | 26.01 | 31.53 | 33.27 | NA | NA | NA | … | … | 24.64 | 28.25 | 34.77 | 36.64 | 38.45 | 28.70 | 90.65 |
| Draw Down(%) | NA | 12.92 | 24.00 | 44.76 | NA | NA | NA | … | … | 11.54 | 20.85 | 18.13 | 33.12 | 39.63 | 16.92 | 66.09 |
| Yield(%) | 0.00 | 13.32 | 15.29 | 10.13 | 6.66 | 4.44 | 3.33 | … | … | 3.55 | 12.70 | 12.25 | 16.73 | 10.24 | 11.05 | 7.53 |
Data as of 06/03/2026, Common starting date is 02/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NREF (NexPoint Real Estate Finance, Inc.) |
-3.19%
Apr 2021 – Apr 2024 |
5.59%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NREF (NexPoint Real Estate Finance, Inc.) |
30.18%
Mar 2020 – Mar 2023 |
23.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart