NMFC vs MITT-P-A

Comparison between New Mountain Finance Corp (NMFC, Company) and AG Mortgage Investment Trust Inc (MITT-P-A, Company).

5-Year PerformanceMITT-P-A has outperformed NMFC, delivering a return of +7.1% compared to -1.7%

NMFC vs MITT-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	MITT-P-A(COMPANY)
Market Cap	$680M	$677M
Max Drawdown	67.82%	89.00%
Sharpe Ratio	-1.24	0.28
5Y Beta	0.58	0.25
Industry	Asset Management	Other
P/E Ratio	-11.75	13.61
Forward P/E	22.94	N/A
PEG Ratio	1.34	N/A
Dividend Yield	18.00%	N/A
5Y Dividends CAGR	4.98%	0.00%
Debt to Equity	127.13%	0.00%
Free Cash Flow Yield	99.55%	8.80%
P/S Ratio	2.13	N/A
P/B Ratio	0.63	N/A

Market Cap

Winner

NMFC

$680M

MITT-P-A

$677M

Max Drawdown

Winner

NMFC

67.82%

MITT-P-A

89.00%

Sharpe Ratio

NMFC

-1.24

Winner

MITT-P-A

0.28

5Y Beta

NMFC

0.58

Winner

MITT-P-A

0.25

Industry

NMFC

Asset Management

MITT-P-A

Other

P/E Ratio

Winner

NMFC

-11.75

MITT-P-A

13.61

Forward P/E

NMFC

22.94

MITT-P-A

N/A

PEG Ratio

NMFC

1.34

MITT-P-A

N/A

Dividend Yield

NMFC

18.00%

MITT-P-A

N/A

5Y Dividends CAGR

Winner

NMFC

4.98%

MITT-P-A

0.00%

Debt to Equity

NMFC

127.13%

Winner

MITT-P-A

0.00%

Free Cash Flow Yield

Winner

NMFC

99.55%

MITT-P-A

8.80%

P/S Ratio

NMFC

2.13

MITT-P-A

N/A

P/B Ratio

NMFC

0.63

MITT-P-A

N/A

NMFC vs MITT-P-A - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	MITT-P-A
1 month	-0.71%	-1.71%
3 months	-11.98%	+0.04%
6 months	-17.61%	-1.48%
1 year	-23.75%	+6.96%
5 years(CAGR)	-1.72%	+7.11%
10 years(CAGR)	+4.52%	+7.81%
Max(CAGR)	+6.83%	+8.22%

Winner

NMFC

-0.71%

MITT-P-A

-1.71%

NMFC

-11.98%

Winner

MITT-P-A

+0.04%

NMFC

-17.61%

Winner

MITT-P-A

-1.48%

NMFC

-23.75%

Winner

MITT-P-A

+6.96%

5Y(CAGR)

NMFC

-1.72%

Winner

MITT-P-A

+7.11%

10Y(CAGR)

NMFC

+4.52%

Winner

MITT-P-A

+7.81%

Max(CAGR)

NMFC

+6.83%

Winner

MITT-P-A

+8.22%

NMFC vs MITT-P-A - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	MITT-P-A
2026	-18.15%	+0.03%
2025	-7.83%	+16.12%
2024	-1.81%	+25.99%
2023	+14.22%	+36.24%
2022	-0.45%	-29.93%
2021	+31.99%	+39.18%
2020	-6.97%	-14.42%
2019	+18.68%	+12.96%
2018	+1.61%	+3.20%
2017	+4.91%	+11.93%
2016	+21.51%	+19.24%
2015	-3.57%	-3.84%
2014	+10.34%	+3.72%
2013	+11.00%	N/A
2012	+26.89%	N/A
2011	+10.38%	N/A

NMFC vs MITT-P-A Drawdown Comparison

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The maximum drawdown for MITT-P-A was -88.78%, occurring on Apr 3, 2020. Recovery took 241 trading sessions.

The current NMFC drawdown is -28.75%. The current MITT-P-A drawdown is -4.04%.

Rank	NMFC	MITT-P-A
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-88.78% Mar 4, 2020 - Feb 17, 2021
#2	-30.27% Feb 19, 2025 - Jul 9, 2026	-40.08% Nov 11, 2021 - May 14, 2024
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-16.87% Feb 28, 2025 - Aug 22, 2025
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-16.01% Aug 3, 2015 - Mar 24, 2016
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-12.18% Mar 4, 2026 - Mar 24, 2026
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-7.78% Oct 17, 2024 - Feb 26, 2025
#7	-11.31% Oct 16, 2017 - May 17, 2018	-6.95% Nov 30, 2018 - Jan 30, 2019
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-5.68% Aug 29, 2025 - Dec 12, 2025
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-4.04% Aug 31, 2016 - Jan 6, 2017
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-3.63% Jul 17, 2024 - Aug 26, 2024
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-3.29% Dec 20, 2017 - Feb 23, 2018
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-2.54% Dec 22, 2025 - Jan 7, 2026
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-2.49% Mar 10, 2021 - Mar 23, 2021
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-2.49% Jan 20, 2026 - Feb 18, 2026
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-2.44% Jun 6, 2024 - Jul 10, 2024

Correlation

Correlation between NMFC and MITT-P-A is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

NMFC vs MITT-P-A dividend yield comparison.

Year	NMFC	MITT-P-A
2026	8.12%	4.72%
2025	13.90%	8.93%
2024	12.17%	9.44%
2023	11.40%	10.47%
2022	9.86%	12.86%
2021	8.76%	8.18%
2020	10.92%	10.32%
2019	9.90%	8.04%
2018	10.81%	8.55%
2017	10.04%	8.14%
2016	9.65%	8.45%
2015	10.45%	9.27%
2014	9.91%	2.07%
2013	9.84%	0.00%
2012	11.48%	0.00%
2011	6.41%	0.00%