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NMFC vs SPY

Comparison between New Mountain Finance Corp (NMFC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NMFC, delivering a return of +13.3% compared to +0.5%

NMFC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NMFC
$769M
Winner
SPY
$735B
Expense Ratio
NMFC
N/A
SPY
0.09%
Max Drawdown
NMFC
67.82%
Winner
SPY
56.47%
Sharpe Ratio
NMFC
-0.82
Winner
SPY
1.62
5Y Beta
Winner
NMFC
0.61
SPY
1.00
Industry
NMFC
Asset Management
SPY
N/A
P/E Ratio
Winner
NMFC
-13.30
SPY
28.99
Forward P/E
NMFC
25.25
Winner
SPY
22.37
PEG Ratio
NMFC
1.34
SPY
N/A
Dividend Yield
NMFC
16.00%
SPY
N/A
5Y Dividends CAGR
Winner
NMFC
5.92%
SPY
5.43%
5Y EPS CAGR
NMFC
N/A
SPY
26.05%
Debt to Equity
NMFC
127.13%
Winner
SPY
32.40%
Free Cash Flow Yield
NMFC
87.93%
SPY
N/A
P/S Ratio
Winner
NMFC
2.45
SPY
3.74
P/B Ratio
Winner
NMFC
0.72
SPY
5.61

NMFC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NMFC
-6.90%
Winner
SPY
+1.90%
3M
NMFC
+0.59%
Winner
SPY
+8.55%
6M
NMFC
-13.50%
Winner
SPY
+8.18%
1Y
NMFC
-15.88%
Winner
SPY
+25.79%
5Y(CAGR)
NMFC
+0.52%
Winner
SPY
+13.32%
10Y(CAGR)
NMFC
+6.09%
Winner
SPY
+15.19%
Max(CAGR)
NMFC
+7.44%
Winner
SPY
+8.47%

NMFC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNMFCSPY
2026-11.63%+8.26%
2025-7.83%+18.00%
2024-1.81%+25.59%
2023+14.22%+26.72%
2022-0.45%-18.64%
2021+31.99%+30.52%
2020-6.97%+17.28%
2019+18.68%+31.09%
2018+1.61%-5.24%
2017+4.91%+20.78%
2016+21.51%+13.59%
2015-3.57%+1.31%
2014+10.34%+14.56%
2013+11.00%+29.00%
2012+26.89%+14.17%
2011+10.38%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NMFC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NMFC drawdown is -23.07%. The current SPY drawdown is -2.90%.

RankNMFCSPY
#1-64.05%
Feb 13, 2020 - Mar 3, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.77%
Feb 19, 2025 - Feb 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.90%
Jul 21, 2015 - Aug 4, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.52%
Jun 9, 2011 - Oct 27, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.40%
Apr 1, 2022 - Jan 26, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.14%
Jul 30, 2024 - Feb 12, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.31%
Oct 16, 2017 - May 17, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.29%
Sep 21, 2012 - Jan 23, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.29%
Feb 2, 2023 - Jun 30, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.56%
Jul 27, 2018 - Jan 16, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.61%
Apr 29, 2013 - Nov 22, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.50%
Feb 19, 2013 - Apr 23, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.30%
Dec 24, 2013 - Jun 26, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.07%
Jun 19, 2019 - Dec 9, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.01%
Jul 12, 2021 - Sep 15, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NMFC and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

NMFC vs SPY dividend yield comparison.

YearNMFCSPY
20264.09%0.24%
202513.90%1.07%
202412.17%1.21%
202311.40%1.40%
20229.86%1.65%
20218.76%1.20%
202010.92%1.52%
20199.90%1.75%
201810.81%2.04%
201710.04%1.80%
20169.65%2.03%
201510.45%2.06%
20149.91%1.87%
20139.84%1.81%
201211.48%2.18%
20116.41%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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