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NXDT vs PNNT

Comparison between NexPoint Diversified Real Estate Trust (NXDT, Company) and PennantPark Investment Corporation (PNNT, Company).

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

5-Year PerformancePNNT has outperformed NXDT, delivering a return of +1.9% compared to -12.3%

NXDT vs PNNT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NXDT
$249M
PNNT
$249M
Max Drawdown
Winner
NXDT
84.71%
PNNT
87.03%
Sharpe Ratio
Winner
NXDT
0.57
PNNT
-1.52
5Y Beta
NXDT
0.96
Winner
PNNT
0.71
Industry
NXDT
Reit - Diversified
PNNT
Asset Management
P/E Ratio
Winner
NXDT
-2.00
PNNT
24.62
Forward P/E
NXDT
N/A
PNNT
6.81
PEG Ratio
NXDT
-0.03
PNNT
N/A
Dividend Yield
NXDT
12.70%
Winner
PNNT
26.00%
5Y Dividends CAGR
NXDT
N/A
PNNT
16.72%
Debt to Equity
NXDT
0.00%
PNNT
0.00%
Free Cash Flow Yield
NXDT
0.64%
Winner
PNNT
45.39%

NXDT vs PNNT - Historical Returns

Returns include dividend reinvestment.

1M
NXDT
-5.61%
Winner
PNNT
+14.35%
3M
Winner
NXDT
+1.05%
PNNT
-5.05%
6M
Winner
NXDT
+13.29%
PNNT
-17.03%
1Y
Winner
NXDT
+34.17%
PNNT
-37.20%
5Y(CAGR)
NXDT
-12.30%
Winner
PNNT
+1.91%
10Y(CAGR)
NXDT
N/A
PNNT
+5.61%
Max(CAGR)
NXDT
-12.30%
Winner
PNNT
+5.31%

NXDT vs PNNT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNXDTPNNT
2026+48.65%-28.29%
2025-24.70%-3.12%
2024-15.59%+16.26%
2023-24.43%+37.58%
2022-13.63%-9.74%
2021-6.00%+66.05%
2020N/A-18.18%
2019N/A+9.64%
2018N/A+0.84%
2017N/A-1.73%
2016N/A+44.35%
2015N/A-26.62%
2014N/A-7.65%
2013N/A+14.63%
2012N/A+18.15%
2011N/A-10.76%
2010N/A+47.17%
2009N/A+170.84%
2008N/A-59.20%
2007N/A-27.00%

NXDT vs PNNT 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 PNNT was -82.20%, occurring on Nov 20, 2008. Recovery took 678 trading sessions.

The current NXDT drawdown is -56.56%. The current PNNT drawdown is -38.04%.

RankNXDTPNNT
#1-79.35%
Aug 16, 2022 - Nov 20, 2025
-82.20%
Jun 13, 2007 - Feb 22, 2010
#2-8.99%
Apr 20, 2022 - Jun 28, 2022
-68.90%
Feb 7, 2020 - Feb 22, 2021
#3-8.68%
Nov 8, 2021 - Feb 7, 2022
-49.35%
Sep 2, 2014 - Feb 10, 2017
#4-8.64%
Feb 16, 2022 - Mar 22, 2022
-47.61%
Jul 25, 2025 - Jul 20, 2026
#5-5.94%
Jun 30, 2022 - Aug 10, 2022
-33.33%
Apr 1, 2022 - Aug 10, 2023
#6-1.09%
Apr 5, 2022 - Apr 20, 2022
-29.19%
Feb 7, 2011 - Sep 14, 2012
#7-1.06%
Feb 9, 2022 - Feb 15, 2022
-23.82%
Apr 26, 2010 - Nov 1, 2010
#8-0.63%
Mar 30, 2022 - Apr 1, 2022
-17.92%
Mar 26, 2025 - Jul 3, 2025
#9-0.48%
Mar 23, 2022 - Mar 25, 2022
-17.77%
Mar 2, 2017 - Jul 19, 2018
#10-0.25%
Mar 25, 2022 - Mar 29, 2022
-15.37%
Sep 4, 2018 - Jan 15, 2020
#11-0.17%
Aug 12, 2022 - Aug 16, 2022
-15.18%
Jul 8, 2024 - Feb 28, 2025
#12N/A-12.10%
Jun 14, 2021 - Nov 19, 2021
#13N/A-11.46%
Mar 15, 2013 - Jul 12, 2013
#14N/A-10.96%
Sep 20, 2012 - Jan 2, 2013
#15N/A-10.78%
Mar 15, 2021 - Apr 8, 2021

Correlation

Correlation between NXDT and PNNT is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76
-101

Dividend Comparison (2007 - 2026)

NXDT vs PNNT dividend yield comparison.

YearNXDTPNNT
20265.94%14.66%
202515.67%16.11%
20249.84%12.85%
20237.55%11.65%
20225.35%10.43%
20210.74%6.93%
20200.00%11.71%
20190.00%11.03%
20180.00%11.30%
20170.00%10.42%
20160.00%14.62%
20150.00%18.12%
20140.00%11.75%
20130.00%9.66%
20120.00%10.19%
20110.00%10.80%
20100.00%8.49%
20090.00%10.87%
20080.00%25.48%
20070.00%5.79%

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