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) | 10.98% | 23.42% | 15.26% | 6.26% | NA | NA | NA | … | … |
Data as of 06/17/2026, 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 | 06/17/2026 |
| 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 (%) | -3.12 | 23.42 | 15.26 | 6.26 | NA | NA | NA | … | … | 10.98 | 2.06 | 13.51 | 17.47 | -8.90 | 27.72 | -3.06 |
| Sharpe Ratio | NA | 0.48 | 0.38 | 0.13 | NA | NA | NA | … | … | 1.60 | -0.03 | 0.28 | 0.38 | -0.27 | 0.96 | -0.04 |
| Standard Deviation(%) | NA | 26.03 | 31.07 | 33.27 | NA | NA | NA | … | … | 24.36 | 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(%) | 3.21 | 14.77 | 14.72 | 10.44 | 6.93 | 4.62 | 3.46 | … | … | 7.10 | 12.70 | 12.25 | 16.73 | 10.24 | 11.05 | 7.53 |
Data as of 06/17/2026, 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