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PHOE vs NMAI

Comparison between Phoenix Asia Holdings Ltd (PHOE, Company) and Nuveen Multi-Asset Income Fund (NMAI, Company).

PHOE is from the Industrials sector, while NMAI is from the Financial Services sector.

PHOE vs NMAI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PHOE
$463M
Winner
NMAI
$466M
Max Drawdown
PHOE
92.47%
Winner
NMAI
45.12%
Sharpe Ratio
PHOE
1.13
Winner
NMAI
1.23
5Y Beta
Winner
PHOE
-2.34
NMAI
0.60
Industry
PHOE
Engineering & Construction
NMAI
Asset Management
P/E Ratio
PHOE
451.32
Winner
NMAI
3.98
Debt to Equity
Winner
PHOE
0.00%
NMAI
44.54%
Free Cash Flow Yield
PHOE
0.25%
Winner
NMAI
4.79%
P/S Ratio
PHOE
70.53
Winner
NMAI
5.65
P/B Ratio
PHOE
76.65
Winner
NMAI
0.97

PHOE vs NMAI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PHOE
+25.67%
NMAI
+0.74%
3M
Winner
PHOE
+34.35%
NMAI
+4.00%
6M
Winner
PHOE
+58.72%
NMAI
+8.58%
1Y
Winner
PHOE
+182.13%
NMAI
+21.11%
5Y(CAGR)
PHOE
N/A
NMAI
+5.72%
Max(CAGR)
Winner
PHOE
+333.08%
NMAI
+5.72%

PHOE vs NMAI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearPHOENMAI
2026+38.98%+12.33%
2025+338.36%+19.47%
2024N/A+12.77%
2023N/A+18.35%
2022N/A-26.82%
2021N/A-1.72%

PHOE vs NMAI Drawdown Comparison

The maximum drawdown for PHOE was -92.47%, occurring on Feb 11, 2026. This drawdown has not yet recovered.

The maximum drawdown for NMAI was -35.52%, occurring on Sep 30, 2022. Recovery took 654 trading sessions.

The current PHOE drawdown is -83.05%. The current NMAI drawdown is -3.45%.

RankPHOENMAI
#1-92.47%
Jan 30, 2026 - Feb 11, 2026
-35.52%
Jan 18, 2022 - Aug 26, 2024
#2-44.96%
Oct 23, 2025 - Jan 30, 2026
-13.08%
Sep 23, 2024 - May 16, 2025
#3-40.08%
Jun 24, 2025 - Oct 3, 2025
-11.87%
Feb 27, 2026 - Apr 14, 2026
#4-30.12%
Oct 7, 2025 - Oct 17, 2025
-8.10%
Nov 22, 2021 - Jan 14, 2022
#5-29.59%
Apr 25, 2025 - May 27, 2025
-4.99%
May 15, 2026 - Jun 30, 2026
#6-8.83%
May 27, 2025 - Jun 12, 2025
-4.01%
Nov 12, 2025 - Dec 1, 2025
#7-0.12%
Oct 17, 2025 - Oct 21, 2025
-3.49%
Dec 5, 2025 - Jan 9, 2026
#8-0.08%
Oct 3, 2025 - Oct 7, 2025
-3.45%
Jul 15, 2026 - Jul 23, 2026
#9N/A-2.53%
Jul 25, 2025 - Aug 12, 2025
#10N/A-2.26%
Jun 30, 2026 - Jul 14, 2026
#11N/A-2.24%
Oct 9, 2025 - Oct 27, 2025
#12N/A-1.93%
Jun 10, 2025 - Jun 30, 2025
#13N/A-1.90%
Apr 15, 2026 - Apr 29, 2026
#14N/A-1.63%
Aug 30, 2024 - Sep 13, 2024
#15N/A-1.54%
Sep 18, 2025 - Sep 30, 2025

Correlation

Correlation between PHOE and NMAI is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27
-101

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