AVACU vs NPCT

Comparison between Avalon Acquisition Inc - Units (1 Ord Share Class A & 3/4 War) (AVACU, Company) and Nuveen Core Plus Impact Fund (NPCT, Company).

AVACU vs NPCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVACU(COMPANY)	NPCT(COMPANY)
Market Cap	$283M	$283M
Max Drawdown	2.88%	56.92%
Sharpe Ratio	0.55	0.01
5Y Beta	N/A	0.29
Industry	N/A	Asset Management
P/E Ratio	169.45	11.05
5Y Dividends CAGR	N/A	63.97%
Debt to Equity	N/A	35.36%
Free Cash Flow Yield	-0.62%	14.25%
P/B Ratio	-29.01	N/A

Market Cap

Winner

AVACU

$283M

NPCT

$283M

Max Drawdown

Winner

AVACU

2.88%

NPCT

56.92%

Sharpe Ratio

Winner

AVACU

0.55

NPCT

0.01

5Y Beta

AVACU

N/A

NPCT

0.29

Industry

AVACU

N/A

NPCT

Asset Management

P/E Ratio

AVACU

169.45

Winner

NPCT

11.05

5Y Dividends CAGR

AVACU

N/A

NPCT

63.97%

Debt to Equity

AVACU

N/A

NPCT

35.36%

Free Cash Flow Yield

AVACU

-0.62%

Winner

NPCT

14.25%

P/B Ratio

AVACU

-29.01

NPCT

N/A

AVACU vs NPCT - Historical Returns

Returns include dividend reinvestment.

Period	AVACU	NPCT
1 month	+1.69%	-1.40%
3 months	+3.08%	-0.29%
6 months	+8.04%	+2.11%
1 year	+8.79%	+3.35%
5 years(CAGR)	N/A	-2.60%
Max(CAGR)	+5.12%	-3.24%

Winner

AVACU

+1.69%

NPCT

-1.40%

Winner

AVACU

+3.08%

NPCT

-0.29%

Winner

AVACU

+8.04%

NPCT

+2.11%

Winner

AVACU

+8.79%

NPCT

+3.35%

5Y(CAGR)

AVACU

N/A

NPCT

-2.60%

Max(CAGR)

Winner

AVACU

+5.12%

NPCT

-3.24%

AVACU vs NPCT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	AVACU	NPCT
2026	N/A	+2.41%
2025	N/A	+8.80%
2024	N/A	+16.81%
2023	+8.04%	+6.75%
2022	-0.49%	-37.11%
2021	+1.40%	-4.98%

AVACU vs NPCT Drawdown Comparison

The maximum drawdown for AVACU was -2.88%, occurring on May 19, 2023. Recovery took 26 trading sessions.

The maximum drawdown for NPCT was -46.74%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current NPCT drawdown is -16.87%.

Rank	AVACU	NPCT
#1	-2.88% Apr 26, 2023 - Jun 2, 2023	-46.74% Jul 16, 2021 - Oct 19, 2023
#2	-1.96% Oct 26, 2021 - Jan 5, 2023	-4.50% Apr 28, 2021 - Jul 12, 2021
#3	-0.90% Mar 2, 2023 - Apr 18, 2023	N/A
#4	-0.30% Oct 7, 2021 - Oct 25, 2021	N/A
#5	-0.10% Feb 23, 2023 - Mar 2, 2023	N/A

Correlation

Correlation between AVACU and NPCT is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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