PNNT vs NXDT

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

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

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

PNNT vs NXDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

PNNT

$249M

Winner

NXDT

$249M

Max Drawdown

PNNT

87.03%

Winner

NXDT

84.71%

Sharpe Ratio

PNNT

-1.52

Winner

NXDT

0.57

5Y Beta

Winner

PNNT

0.71

NXDT

0.96

Industry

PNNT

Asset Management

NXDT

Reit - Diversified

P/E Ratio

PNNT

24.62

Winner

NXDT

-2.00

Forward P/E

PNNT

6.81

NXDT

N/A

PEG Ratio

PNNT

N/A

NXDT

-0.03

Dividend Yield

Winner

PNNT

26.00%

NXDT

12.70%

5Y Dividends CAGR

PNNT

16.72%

NXDT

N/A

Debt to Equity

PNNT

0.00%

NXDT

0.00%

Free Cash Flow Yield

Winner

PNNT

45.39%

NXDT

0.64%

PNNT vs NXDT - Historical Returns

Returns include dividend reinvestment.

Period	PNNT	NXDT
1 month	+14.35%	-5.61%
3 months	-5.05%	+1.05%
6 months	-17.03%	+13.29%
1 year	-37.20%	+34.17%
5 years(CAGR)	+1.91%	-12.30%
10 years(CAGR)	+5.61%	N/A
Max(CAGR)	+5.31%	-12.30%

Winner

PNNT

+14.35%

NXDT

-5.61%

PNNT

-5.05%

Winner

NXDT

+1.05%

PNNT

-17.03%

Winner

NXDT

+13.29%

PNNT

-37.20%

Winner

NXDT

+34.17%

5Y(CAGR)

Winner

PNNT

+1.91%

NXDT

-12.30%

10Y(CAGR)

PNNT

+5.61%

NXDT

N/A

Max(CAGR)

Winner

PNNT

+5.31%

NXDT

-12.30%

PNNT vs NXDT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

PNNT vs NXDT Drawdown Comparison

The maximum drawdown for PNNT was -82.20%, occurring on Nov 20, 2008. Recovery took 678 trading sessions.

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

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

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

Correlation

Correlation between PNNT and NXDT 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)

PNNT vs NXDT dividend yield comparison.

Year	PNNT	NXDT
2026	14.66%	5.94%
2025	16.11%	15.67%
2024	12.85%	9.84%
2023	11.65%	7.55%
2022	10.43%	5.35%
2021	6.93%	0.74%
2020	11.71%	0.00%
2019	11.03%	0.00%
2018	11.30%	0.00%
2017	10.42%	0.00%
2016	14.62%	0.00%
2015	18.12%	0.00%
2014	11.75%	0.00%
2013	9.66%	0.00%
2012	10.19%	0.00%
2011	10.80%	0.00%
2010	8.49%	0.00%
2009	10.87%	0.00%
2008	25.48%	0.00%
2007	5.79%	0.00%