MYFW vs NPCT

Comparison between First Western Financial Inc (MYFW, Company) and Nuveen Core Plus Impact Fund (NPCT, Company).

Both MYFW and NPCT are from the Financial Services sector.

5-Year PerformanceMYFW has outperformed NPCT, delivering a return of +2.8% compared to -2.9%

MYFW vs NPCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MYFW(COMPANY)	NPCT(COMPANY)
Market Cap	$285M	$285M
Max Drawdown	60.78%	56.92%
Sharpe Ratio	1.19	0.20
5Y Beta	0.75	0.30
Industry	Banks - Regional	Asset Management
P/E Ratio	18.73	11.13
PEG Ratio	0.38	N/A
5Y EPS CAGR	-15.69%	N/A
Debt to Equity	0.00%	35.36%
Free Cash Flow Yield	0.67%	14.15%
P/S Ratio	2.84	10.94
P/B Ratio	1.04	0.89

Market Cap

MYFW

$285M

Winner

NPCT

$285M

Max Drawdown

MYFW

60.78%

Winner

NPCT

56.92%

Sharpe Ratio

Winner

MYFW

1.19

NPCT

0.20

5Y Beta

MYFW

0.75

Winner

NPCT

0.30

Industry

MYFW

Banks - Regional

NPCT

Asset Management

P/E Ratio

MYFW

18.73

Winner

NPCT

11.13

PEG Ratio

MYFW

0.38

NPCT

N/A

5Y EPS CAGR

MYFW

-15.69%

NPCT

N/A

Debt to Equity

Winner

MYFW

0.00%

NPCT

35.36%

Free Cash Flow Yield

MYFW

0.67%

Winner

NPCT

14.15%

P/S Ratio

Winner

MYFW

2.84

NPCT

10.94

P/B Ratio

MYFW

1.04

Winner

NPCT

0.89

MYFW vs NPCT - Historical Returns

Returns include dividend reinvestment.

Period	MYFW	NPCT
1 month	+5.06%	-4.12%
3 months	+28.39%	+1.00%
6 months	+18.89%	+2.63%
1 year	+46.71%	+4.64%
5 years(CAGR)	+2.79%	-2.94%
Max(CAGR)	+5.70%	-3.16%

Winner

MYFW

+5.06%

NPCT

-4.12%

Winner

MYFW

+28.39%

NPCT

+1.00%

Winner

MYFW

+18.89%

NPCT

+2.63%

Winner

MYFW

+46.71%

NPCT

+4.64%

5Y(CAGR)

Winner

MYFW

+2.79%

NPCT

-2.94%

Max(CAGR)

Winner

MYFW

+5.70%

NPCT

-3.16%

MYFW vs NPCT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MYFW	NPCT
2026	+14.56%	+2.94%
2025	+41.11%	+8.80%
2024	-0.36%	+16.81%
2023	-27.15%	+6.75%
2022	-8.90%	-37.11%
2021	+54.74%	-4.98%
2020	+16.35%	N/A
2019	+37.94%	N/A
2018	-40.56%	N/A

MYFW vs NPCT Drawdown Comparison

The maximum drawdown for MYFW was -60.78%, occurring on Feb 26, 2024. This drawdown has not yet recovered.

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

The current MYFW drawdown is -8.73%. The current NPCT drawdown is -16.45%.

Rank	MYFW	NPCT
#1	-60.78% Feb 24, 2022 - Feb 26, 2024	-46.74% Jul 16, 2021 - Oct 19, 2023
#2	-44.37% Jul 19, 2018 - Dec 18, 2020	-4.50% Apr 28, 2021 - Jul 12, 2021
#3	-18.00% Jan 7, 2021 - Mar 9, 2021	N/A
#4	-16.69% Mar 29, 2021 - Oct 5, 2021	N/A
#5	-8.93% Dec 18, 2020 - Jan 6, 2021	N/A
#6	-7.89% Nov 16, 2021 - Jan 7, 2022	N/A
#7	-4.90% Oct 5, 2021 - Nov 2, 2021	N/A
#8	-3.81% Jan 20, 2022 - Feb 24, 2022	N/A
#9	-1.90% Nov 5, 2021 - Nov 12, 2021	N/A
#10	-1.57% Nov 12, 2021 - Nov 16, 2021	N/A
#11	-1.45% Mar 15, 2021 - Mar 18, 2021	N/A
#12	-1.07% Mar 19, 2021 - Mar 23, 2021	N/A
#13	-0.81% Jan 14, 2022 - Jan 19, 2022	N/A
#14	-0.45% Jan 12, 2022 - Jan 14, 2022	N/A
#15	-0.11% Mar 10, 2021 - Mar 12, 2021	N/A