NPFD vs WDH

Comparison between Nuveen Variable Rate Preferred & Income Fund (NPFD, Company) and Waterdrop Inc (WDH, Company).

Both NPFD and WDH are from the Financial Services sector.

5-Year PerformanceNPFD has outperformed WDH, delivering a return of +2.1% compared to -27.5%

NPFD vs WDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPFD(COMPANY)	WDH(COMPANY)
Market Cap	$448M	$447M
Max Drawdown	45.11%	90.62%
Sharpe Ratio	0.49	0.10
5Y Beta	0.32	0.75
Industry	Asset Management	Insurance - Diversified
P/E Ratio	5.18	5.50
PEG Ratio	0.17	0.09
Dividend Yield	10.80%	4.29%
Debt to Equity	38.62%	0.91%
Free Cash Flow Yield	13.07%	6.85%

Market Cap

Winner

NPFD

$448M

WDH

$447M

Max Drawdown

Winner

NPFD

45.11%

WDH

90.62%

Sharpe Ratio

Winner

NPFD

0.49

WDH

0.10

5Y Beta

Winner

NPFD

0.32

WDH

0.75

Industry

NPFD

Asset Management

WDH

Insurance - Diversified

P/E Ratio

Winner

NPFD

5.18

WDH

5.50

PEG Ratio

NPFD

0.17

Winner

WDH

0.09

Dividend Yield

Winner

NPFD

10.80%

WDH

4.29%

Debt to Equity

NPFD

38.62%

Winner

WDH

0.91%

Free Cash Flow Yield

Winner

NPFD

13.07%

WDH

6.85%

NPFD vs WDH - Historical Returns

Returns include dividend reinvestment.

Period	NPFD	WDH
1 month	-0.23%	-17.88%
3 months	-1.42%	-23.51%
6 months	+2.16%	-33.58%
1 year	+8.53%	-4.28%
5 years(CAGR)	+2.08%	-27.50%
Max(CAGR)	+2.08%	-31.83%

Winner

NPFD

-0.23%

WDH

-17.88%

Winner

NPFD

-1.42%

WDH

-23.51%

Winner

NPFD

+2.16%

WDH

-33.58%

Winner

NPFD

+8.53%

WDH

-4.28%

5Y(CAGR)

Winner

NPFD

+2.08%

WDH

-27.50%

Max(CAGR)

Winner

NPFD

+2.08%

WDH

-31.83%

NPFD vs WDH - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NPFD	WDH
2026	+2.27%	-33.58%
2025	+14.63%	+67.77%
2024	+22.72%	+19.06%
2023	-2.09%	-67.90%
2022	-25.24%	+146.67%
2021	+1.40%	-85.77%

NPFD vs WDH Drawdown Comparison

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

The maximum drawdown for WDH was -90.62%, occurring on Mar 15, 2022. This drawdown has not yet recovered.

The current NPFD drawdown is -3.08%. The current WDH drawdown is -85.91%.

Rank	NPFD	WDH
#1	-39.16% Jan 13, 2022 - Aug 25, 2025	-90.62% May 7, 2021 - Mar 15, 2022
#2	-9.89% Feb 19, 2026 - Mar 30, 2026	N/A
#3	-3.39% Oct 20, 2025 - Feb 2, 2026	N/A
#4	-2.00% Sep 24, 2025 - Oct 15, 2025	N/A
#5	-0.76% Feb 11, 2026 - Feb 17, 2026	N/A
#6	-0.63% Dec 31, 2021 - Jan 6, 2022	N/A
#7	-0.51% Sep 2, 2025 - Sep 15, 2025	N/A
#8	-0.46% Feb 5, 2026 - Feb 11, 2026	N/A
#9	-0.40% Oct 15, 2025 - Oct 20, 2025	N/A
#10	-0.39% Jan 6, 2022 - Jan 10, 2022	N/A
#11	-0.28% Dec 23, 2021 - Dec 30, 2021	N/A
#12	-0.20% Aug 26, 2025 - Aug 29, 2025	N/A
#13	-0.15% Sep 18, 2025 - Sep 22, 2025	N/A
#14	-0.04% Dec 17, 2021 - Dec 21, 2021	N/A
#15	-0.04% Dec 21, 2021 - Dec 23, 2021	N/A