NXDT vs LIEN

Comparison between NexPoint Diversified Real Estate Trust (NXDT, Company) and Chicago Atlantic BDC Inc (LIEN, Company).

NXDT is from the Real Estate sector, while LIEN is from the Financial Services sector.

NXDT vs LIEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXDT(COMPANY)	LIEN(COMPANY)
Market Cap	$234M	$234M
Max Drawdown	84.71%	46.91%
Sharpe Ratio	0.76	0.58
5Y Beta	0.94	0.11
Industry	Reit - Diversified	Asset Management
P/E Ratio	-1.88	6.83
Forward P/E	N/A	6.32
PEG Ratio	-0.03	0.04
Dividend Yield	13.20%	13.60%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	0.68%	-14.57%

Market Cap

Winner

NXDT

$234M

LIEN

$234M

Max Drawdown

NXDT

84.71%

Winner

LIEN

46.91%

Sharpe Ratio

Winner

NXDT

0.76

LIEN

0.58

5Y Beta

NXDT

0.94

Winner

LIEN

0.11

Industry

NXDT

Reit - Diversified

LIEN

Asset Management

P/E Ratio

Winner

NXDT

-1.88

LIEN

6.83

Forward P/E

NXDT

N/A

LIEN

6.32

PEG Ratio

Winner

NXDT

-0.03

LIEN

0.04

Dividend Yield

NXDT

13.20%

Winner

LIEN

13.60%

Debt to Equity

NXDT

0.00%

LIEN

0.00%

Free Cash Flow Yield

Winner

NXDT

0.68%

LIEN

-14.57%

NXDT vs LIEN - Historical Returns

Returns include dividend reinvestment.

Period	NXDT	LIEN
1 month	-4.74%	+2.50%
3 months	+6.06%	+7.21%
6 months	+19.48%	+0.95%
1 year	+34.78%	+16.25%
5 years(CAGR)	-14.71%	+1.95%
Max(CAGR)	-14.71%	+1.95%

NXDT

-4.74%

Winner

LIEN

+2.50%

NXDT

+6.06%

Winner

LIEN

+7.21%

Winner

NXDT

+19.48%

LIEN

+0.95%

Winner

NXDT

+34.78%

LIEN

+16.25%

5Y(CAGR)

NXDT

-14.71%

Winner

LIEN

+1.95%

Max(CAGR)

NXDT

-14.71%

Winner

LIEN

+1.95%

NXDT vs LIEN - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NXDT	LIEN
2026	+33.34%	+2.55%
2025	-24.70%	-6.78%
2024	-15.59%	+58.26%
2023	-24.43%	+2.77%
2022	-13.63%	-30.00%
2021	-6.00%	N/A

NXDT vs LIEN Drawdown Comparison

The maximum drawdown for NXDT was -79.35%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The maximum drawdown for LIEN was -46.91%, occurring on Jul 25, 2023. Recovery took 570 trading sessions.

The current NXDT drawdown is -61.03%. The current LIEN drawdown is -6.61%.

Rank	NXDT	LIEN
#1	-79.35% Aug 16, 2022 - Nov 20, 2025	-46.91% Mar 11, 2022 - Jun 18, 2024
#2	-8.99% Apr 20, 2022 - Jun 28, 2022	-22.38% Oct 15, 2024 - Jun 20, 2025
#3	-8.68% Nov 8, 2021 - Feb 7, 2022	-10.31% Jun 18, 2024 - Oct 4, 2024
#4	-8.64% Feb 16, 2022 - Mar 22, 2022	-4.64% Feb 11, 2022 - Mar 11, 2022
#5	-5.94% Jun 30, 2022 - Aug 10, 2022	-0.70% Oct 10, 2024 - Oct 14, 2024
#6	-1.09% Apr 5, 2022 - Apr 20, 2022	-0.25% Feb 4, 2022 - Feb 10, 2022
#7	-1.06% Feb 9, 2022 - Feb 15, 2022	N/A
#8	-0.63% Mar 30, 2022 - Apr 1, 2022	N/A
#9	-0.48% Mar 23, 2022 - Mar 25, 2022	N/A
#10	-0.25% Mar 25, 2022 - Mar 29, 2022	N/A
#11	-0.17% Aug 12, 2022 - Aug 16, 2022	N/A

Correlation

Correlation between NXDT and LIEN is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

-101