NPFD vs ERII

Comparison between Nuveen Variable Rate Preferred & Income Fund (NPFD, Company) and Energy Recovery Inc (ERII, Company).

NPFD is from the Financial Services sector, while ERII is from the Industrials sector.

5-Year PerformanceNPFD has outperformed ERII, delivering a return of +2.3% compared to -16.2%

NPFD vs ERII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPFD(COMPANY)	ERII(COMPANY)
Market Cap	$451M	$449M
Max Drawdown	45.11%	83.98%
Sharpe Ratio	0.39	-0.55
5Y Beta	0.31	1.01
Industry	Asset Management	Pollution & Treatment Controls
P/E Ratio	5.17	-28.36
Forward P/E	N/A	123.46
PEG Ratio	34.86	3.33
Dividend Yield	10.80%	N/A
Debt to Equity	38.62%	0.00%
Free Cash Flow Yield	17.42%	6.05%
P/S Ratio	9.34	3.25
P/B Ratio	0.93	2.42

Market Cap

Winner

NPFD

$451M

ERII

$449M

Max Drawdown

Winner

NPFD

45.11%

ERII

83.98%

Sharpe Ratio

Winner

NPFD

0.39

ERII

-0.55

5Y Beta

Winner

NPFD

0.31

ERII

1.01

Industry

NPFD

Asset Management

ERII

Pollution & Treatment Controls

P/E Ratio

NPFD

5.17

Winner

ERII

-28.36

Forward P/E

NPFD

N/A

ERII

123.46

PEG Ratio

NPFD

34.86

Winner

ERII

3.33

Dividend Yield

NPFD

10.80%

ERII

N/A

Debt to Equity

NPFD

38.62%

Winner

ERII

0.00%

Free Cash Flow Yield

Winner

NPFD

17.42%

ERII

6.05%

P/S Ratio

NPFD

9.34

Winner

ERII

3.25

P/B Ratio

Winner

NPFD

0.93

ERII

2.42

NPFD vs ERII - Historical Returns

Returns include dividend reinvestment.

Period	NPFD	ERII
1 month	+1.66%	-3.15%
3 months	+0.53%	-16.88%
6 months	+1.51%	-40.20%
1 year	+8.38%	-36.38%
5 years(CAGR)	+2.28%	-16.15%
10 years(CAGR)	N/A	-1.66%
Max(CAGR)	+2.28%	-0.73%

Winner

NPFD

+1.66%

ERII

-3.15%

Winner

NPFD

+0.53%

ERII

-16.88%

Winner

NPFD

+1.51%

ERII

-40.20%

Winner

NPFD

+8.38%

ERII

-36.38%

5Y(CAGR)

Winner

NPFD

+2.28%

ERII

-16.15%

10Y(CAGR)

NPFD

N/A

ERII

-1.66%

Max(CAGR)

Winner

NPFD

+2.28%

ERII

-0.73%

NPFD vs ERII - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	NPFD	ERII
2026	+3.40%	-37.17%
2025	+14.63%	-9.40%
2024	+22.72%	-22.14%
2023	-2.09%	-8.63%
2022	-25.24%	-4.70%
2021	+1.40%	+56.29%
2020	N/A	+40.04%
2019	N/A	+42.50%
2018	N/A	-24.64%
2017	N/A	-18.76%
2016	N/A	+50.00%
2015	N/A	+35.70%
2014	N/A	-1.86%
2013	N/A	+62.28%
2012	N/A	+29.28%
2011	N/A	-37.83%
2010	N/A	-49.17%
2009	N/A	-13.46%
2008	N/A	-22.89%

NPFD vs ERII Drawdown Comparison

The maximum drawdown for NPFD was -39.16%, occurring on May 12, 2023. Recovery took 905 trading sessions.

The maximum drawdown for ERII was -83.98%, occurring on Apr 12, 2012. Recovery took 1951 trading sessions.

The current NPFD drawdown is -2.00%. The current ERII drawdown is -71.84%.

Rank	NPFD	ERII
#1	-39.16% Jan 13, 2022 - Aug 25, 2025	-83.98% Jul 21, 2008 - Apr 20, 2016
#2	-9.89% Feb 19, 2026 - Mar 30, 2026	-74.13% Jul 18, 2023 - Jun 10, 2026
#3	-3.39% Oct 20, 2025 - Feb 2, 2026	-62.20% Sep 27, 2016 - Feb 24, 2021
#4	-2.00% Sep 24, 2025 - Oct 15, 2025	-37.96% Apr 21, 2016 - Aug 8, 2016
#5	-0.76% Feb 11, 2026 - Feb 17, 2026	-30.11% Nov 1, 2022 - Jun 6, 2023
#6	-0.63% Dec 31, 2021 - Jan 6, 2022	-29.03% Nov 19, 2021 - Sep 7, 2022
#7	-0.51% Sep 2, 2025 - Sep 15, 2025	-23.34% Apr 26, 2021 - Jun 29, 2021
#8	-0.46% Feb 5, 2026 - Feb 11, 2026	-21.18% Sep 9, 2022 - Nov 1, 2022
#9	-0.40% Oct 15, 2025 - Oct 20, 2025	-18.39% Jun 30, 2021 - Sep 3, 2021
#10	-0.39% Jan 6, 2022 - Jan 10, 2022	-18.15% Sep 3, 2021 - Nov 18, 2021
#11	-0.28% Dec 23, 2021 - Dec 30, 2021	-11.06% Mar 1, 2021 - Mar 11, 2021
#12	-0.20% Aug 26, 2025 - Aug 29, 2025	-8.91% Mar 15, 2021 - Apr 21, 2021
#13	-0.15% Sep 18, 2025 - Sep 22, 2025	-8.63% Sep 8, 2016 - Sep 15, 2016
#14	-0.04% Dec 17, 2021 - Dec 21, 2021	-7.01% Aug 11, 2016 - Sep 7, 2016
#15	-0.04% Dec 21, 2021 - Dec 23, 2021	-6.64% Sep 21, 2016 - Sep 27, 2016