NPCT vs INV

Comparison between Nuveen Core Plus Impact Fund (NPCT, Company) and Innventure Inc (INV, Company).

Both NPCT and INV are from the Financial Services sector.

NPCT vs INV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPCT(COMPANY)	INV(COMPANY)
Market Cap	$283M	$282M
Max Drawdown	56.92%	81.59%
Sharpe Ratio	-0.31	0.36
5Y Beta	0.30	1.37
Industry	Asset Management	Asset Management
P/E Ratio	11.03	-1.24
5Y Dividends CAGR	44.78%	N/A
Debt to Equity	35.36%	6.67%
Free Cash Flow Yield	14.28%	-35.95%
P/S Ratio	N/A	86.23
P/B Ratio	N/A	1.27

Market Cap

Winner

NPCT

$283M

INV

$282M

Max Drawdown

Winner

NPCT

56.92%

INV

81.59%

Sharpe Ratio

NPCT

-0.31

Winner

INV

0.36

5Y Beta

Winner

NPCT

0.30

INV

1.37

Industry

NPCT

Asset Management

INV

Asset Management

P/E Ratio

NPCT

11.03

Winner

INV

-1.24

5Y Dividends CAGR

NPCT

44.78%

INV

N/A

Debt to Equity

NPCT

35.36%

Winner

INV

6.67%

Free Cash Flow Yield

Winner

NPCT

14.28%

INV

-35.95%

P/S Ratio

NPCT

N/A

INV

86.23

P/B Ratio

NPCT

N/A

INV

1.27

NPCT vs INV - Historical Returns

Returns include dividend reinvestment.

Period	NPCT	INV
1 month	+0.40%	-19.37%
3 months	-3.08%	-49.65%
6 months	-2.24%	+19.21%
1 year	+0.39%	-22.91%
5 years(CAGR)	-2.98%	N/A
Max(CAGR)	-2.95%	-50.95%

Winner

NPCT

+0.40%

INV

-19.37%

Winner

NPCT

-3.08%

INV

-49.65%

NPCT

-2.24%

Winner

INV

+19.21%

Winner

NPCT

+0.39%

INV

-22.91%

5Y(CAGR)

NPCT

-2.98%

INV

N/A

Max(CAGR)

Winner

NPCT

-2.95%

INV

-50.95%

NPCT vs INV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NPCT	INV
2026	+3.56%	-19.64%
2025	+8.80%	-69.80%
2024	+16.81%	+2.34%
2023	+6.75%	N/A
2022	-37.11%	N/A
2021	-4.98%	N/A

NPCT vs INV Drawdown Comparison

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

The maximum drawdown for INV was -81.59%, occurring on Oct 30, 2025. This drawdown has not yet recovered.

The current NPCT drawdown is -15.95%. The current INV drawdown is -74.01%.

Rank	NPCT	INV
#1	-46.74% Jul 16, 2021 - Oct 19, 2023	-81.59% Dec 31, 2024 - Oct 30, 2025
#2	-4.50% Apr 28, 2021 - Jul 12, 2021	-32.02% Oct 3, 2024 - Dec 20, 2024
#3	N/A	-8.49% Dec 20, 2024 - Dec 31, 2024

Correlation

Correlation between NPCT and INV is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101