NPCT vs MYFW

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

Both NPCT and MYFW are from the Financial Services sector.

5-Year PerformanceMYFW has outperformed NPCT, delivering a return of +2.2% compared to -2.8%

NPCT vs MYFW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPCT(COMPANY)	MYFW(COMPANY)
Market Cap	$285M	$285M
Max Drawdown	56.92%	60.78%
Sharpe Ratio	0.19	1.37
5Y Beta	0.30	0.75
Industry	Asset Management	Banks - Regional
P/E Ratio	11.13	18.73
PEG Ratio	N/A	0.38
5Y Dividends CAGR	63.97%	N/A
5Y EPS CAGR	N/A	-15.69%
Debt to Equity	35.36%	0.00%
Free Cash Flow Yield	14.15%	0.67%
P/S Ratio	10.94	2.84
P/B Ratio	0.89	1.04

Market Cap

Winner

NPCT

$285M

MYFW

$285M

Max Drawdown

Winner

NPCT

56.92%

MYFW

60.78%

Sharpe Ratio

NPCT

0.19

Winner

MYFW

1.37

5Y Beta

Winner

NPCT

0.30

MYFW

0.75

Industry

NPCT

Asset Management

MYFW

Banks - Regional

P/E Ratio

Winner

NPCT

11.13

MYFW

18.73

PEG Ratio

NPCT

N/A

MYFW

0.38

5Y Dividends CAGR

NPCT

63.97%

MYFW

N/A

5Y EPS CAGR

NPCT

N/A

MYFW

-15.69%

Debt to Equity

NPCT

35.36%

Winner

MYFW

0.00%

Free Cash Flow Yield

Winner

NPCT

14.15%

MYFW

0.67%

P/S Ratio

NPCT

10.94

Winner

MYFW

2.84

P/B Ratio

Winner

NPCT

0.89

MYFW

1.04

NPCT vs MYFW - Historical Returns

Returns include dividend reinvestment.

Period	NPCT	MYFW
1 month	-2.07%	+6.51%
3 months	+0.31%	+23.42%
6 months	+2.53%	+17.19%
1 year	+4.36%	+43.76%
5 years(CAGR)	-2.83%	+2.25%
Max(CAGR)	-3.17%	+5.43%

NPCT

-2.07%

Winner

MYFW

+6.51%

NPCT

+0.31%

Winner

MYFW

+23.42%

NPCT

+2.53%

Winner

MYFW

+17.19%

NPCT

+4.36%

Winner

MYFW

+43.76%

5Y(CAGR)

NPCT

-2.83%

Winner

MYFW

+2.25%

Max(CAGR)

NPCT

-3.17%

Winner

MYFW

+5.43%

NPCT vs MYFW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	NPCT	MYFW
2026	+2.83%	+12.31%
2025	+8.80%	+41.11%
2024	+16.81%	-0.36%
2023	+6.75%	-27.15%
2022	-37.11%	-8.90%
2021	-4.98%	+54.74%
2020	N/A	+16.35%
2019	N/A	+37.94%
2018	N/A	-40.56%

NPCT vs MYFW 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 MYFW was -60.78%, occurring on Feb 26, 2024. This drawdown has not yet recovered.

The current NPCT drawdown is -16.54%. The current MYFW drawdown is -10.52%.

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