ERII vs NPFD

Comparison between Energy Recovery Inc (ERII, Company) and Nuveen Variable Rate Preferred & Income Fund (NPFD, Company).

ERII is from the Industrials sector, while NPFD is from the Financial Services sector.

5-Year PerformanceNPFD has outperformed ERII, delivering a return of +2.3% compared to -16.2%

ERII vs NPFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERII(COMPANY)	NPFD(COMPANY)
Market Cap	$449M	$451M
Max Drawdown	83.98%	45.11%
Sharpe Ratio	-0.55	0.39
5Y Beta	1.01	0.31
Industry	Pollution & Treatment Controls	Asset Management
P/E Ratio	-28.36	5.17
Forward P/E	123.46	N/A
PEG Ratio	3.33	34.86
Dividend Yield	N/A	10.80%
Debt to Equity	0.00%	38.62%
Free Cash Flow Yield	6.05%	17.42%
P/S Ratio	3.25	9.34
P/B Ratio	2.42	0.93

Market Cap

ERII

$449M

Winner

NPFD

$451M

Max Drawdown

ERII

83.98%

Winner

NPFD

45.11%

Sharpe Ratio

ERII

-0.55

Winner

NPFD

0.39

5Y Beta

ERII

1.01

Winner

NPFD

0.31

Industry

ERII

Pollution & Treatment Controls

NPFD

Asset Management

P/E Ratio

Winner

ERII

-28.36

NPFD

5.17

Forward P/E

ERII

123.46

NPFD

N/A

PEG Ratio

Winner

ERII

3.33

NPFD

34.86

Dividend Yield

ERII

N/A

NPFD

10.80%

Debt to Equity

Winner

ERII

0.00%

NPFD

38.62%

Free Cash Flow Yield

ERII

6.05%

Winner

NPFD

17.42%

P/S Ratio

Winner

ERII

3.25

NPFD

9.34

P/B Ratio

ERII

2.42

Winner

NPFD

0.93

ERII vs NPFD - Historical Returns

Returns include dividend reinvestment.

Period	ERII	NPFD
1 month	-3.15%	+1.66%
3 months	-16.88%	+0.53%
6 months	-40.20%	+1.51%
1 year	-36.38%	+8.38%
5 years(CAGR)	-16.15%	+2.28%
10 years(CAGR)	-1.66%	N/A
Max(CAGR)	-0.73%	+2.28%

ERII

-3.15%

Winner

NPFD

+1.66%

ERII

-16.88%

Winner

NPFD

+0.53%

ERII

-40.20%

Winner

NPFD

+1.51%

ERII

-36.38%

Winner

NPFD

+8.38%

5Y(CAGR)

ERII

-16.15%

Winner

NPFD

+2.28%

10Y(CAGR)

ERII

-1.66%

NPFD

N/A

Max(CAGR)

ERII

-0.73%

Winner

NPFD

+2.28%

ERII vs NPFD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ERII	NPFD
2026	-37.17%	+3.40%
2025	-9.40%	+14.63%
2024	-22.14%	+22.72%
2023	-8.63%	-2.09%
2022	-4.70%	-25.24%
2021	+56.29%	+1.40%
2020	+40.04%	N/A
2019	+42.50%	N/A
2018	-24.64%	N/A
2017	-18.76%	N/A
2016	+50.00%	N/A
2015	+35.70%	N/A
2014	-1.86%	N/A
2013	+62.28%	N/A
2012	+29.28%	N/A
2011	-37.83%	N/A
2010	-49.17%	N/A
2009	-13.46%	N/A
2008	-22.89%	N/A

ERII vs NPFD Drawdown Comparison

The maximum drawdown for ERII was -83.98%, occurring on Apr 12, 2012. Recovery took 1951 trading sessions.

The maximum drawdown for NPFD was -39.16%, occurring on May 12, 2023. Recovery took 905 trading sessions.

The current ERII drawdown is -71.84%. The current NPFD drawdown is -2.00%.

Rank	ERII	NPFD
#1	-83.98% Jul 21, 2008 - Apr 20, 2016	-39.16% Jan 13, 2022 - Aug 25, 2025
#2	-74.13% Jul 18, 2023 - Jun 10, 2026	-9.89% Feb 19, 2026 - Mar 30, 2026
#3	-62.20% Sep 27, 2016 - Feb 24, 2021	-3.39% Oct 20, 2025 - Feb 2, 2026
#4	-37.96% Apr 21, 2016 - Aug 8, 2016	-2.00% Sep 24, 2025 - Oct 15, 2025
#5	-30.11% Nov 1, 2022 - Jun 6, 2023	-0.76% Feb 11, 2026 - Feb 17, 2026
#6	-29.03% Nov 19, 2021 - Sep 7, 2022	-0.63% Dec 31, 2021 - Jan 6, 2022
#7	-23.34% Apr 26, 2021 - Jun 29, 2021	-0.51% Sep 2, 2025 - Sep 15, 2025
#8	-21.18% Sep 9, 2022 - Nov 1, 2022	-0.46% Feb 5, 2026 - Feb 11, 2026
#9	-18.39% Jun 30, 2021 - Sep 3, 2021	-0.40% Oct 15, 2025 - Oct 20, 2025
#10	-18.15% Sep 3, 2021 - Nov 18, 2021	-0.39% Jan 6, 2022 - Jan 10, 2022
#11	-11.06% Mar 1, 2021 - Mar 11, 2021	-0.28% Dec 23, 2021 - Dec 30, 2021
#12	-8.91% Mar 15, 2021 - Apr 21, 2021	-0.20% Aug 26, 2025 - Aug 29, 2025
#13	-8.63% Sep 8, 2016 - Sep 15, 2016	-0.15% Sep 18, 2025 - Sep 22, 2025
#14	-7.01% Aug 11, 2016 - Sep 7, 2016	-0.04% Dec 17, 2021 - Dec 21, 2021
#15	-6.64% Sep 21, 2016 - Sep 27, 2016	-0.04% Dec 21, 2021 - Dec 23, 2021