SVFAU vs NMFC
Comparison between SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War) (SVFAU, Company) and New Mountain Finance Corp (NMFC, Company).
SVFAU vs NMFC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
SVFAU
$766M
Winner
NMFC
$769M
Max Drawdown
Winner
SVFAU
32.21%
NMFC
67.82%
Sharpe Ratio
SVFAU
-0.96
Winner
NMFC
-0.82
5Y Beta
SVFAU
N/A
NMFC
0.61
Industry
SVFAU
N/A
NMFC
Asset Management
P/E Ratio
SVFAU
20.48
Winner
NMFC
-13.30
Forward P/E
SVFAU
N/A
NMFC
25.25
PEG Ratio
SVFAU
N/A
NMFC
1.34
Dividend Yield
SVFAU
N/A
NMFC
16.00%
5Y Dividends CAGR
SVFAU
N/A
NMFC
5.92%
Debt to Equity
SVFAU
N/A
NMFC
127.13%
Free Cash Flow Yield
SVFAU
-0.16%
Winner
NMFC
87.93%
P/S Ratio
SVFAU
N/A
NMFC
2.45
P/B Ratio
Winner
SVFAU
-30.40
NMFC
0.72
SVFAU vs NMFC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SVFAU
+0.54%
NMFC
-6.90%
3M
Winner
SVFAU
+1.65%
NMFC
+0.59%
6M
Winner
SVFAU
+2.63%
NMFC
-13.50%
1Y
Winner
SVFAU
+2.58%
NMFC
-15.88%
5Y(CAGR)
SVFAU
N/A
NMFC
+0.52%
10Y(CAGR)
SVFAU
N/A
NMFC
+6.09%
Max(CAGR)
SVFAU
-7.83%
Winner
NMFC
+7.44%
SVFAU vs NMFC - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SVFAU | NMFC |
|---|---|---|
| 2026 | N/A | -11.63% |
| 2025 | N/A | -7.83% |
| 2024 | N/A | -1.81% |
| 2023 | +0.35% | +14.22% |
| 2022 | -2.38% | -0.45% |
| 2021 | -14.33% | +31.99% |
| 2020 | N/A | -6.97% |
| 2019 | N/A | +18.68% |
| 2018 | N/A | +1.61% |
| 2017 | N/A | +4.91% |
| 2016 | N/A | +21.51% |
| 2015 | N/A | -3.57% |
| 2014 | N/A | +10.34% |
| 2013 | N/A | +11.00% |
| 2012 | N/A | +26.89% |
| 2011 | N/A | +10.38% |
SVFAU vs NMFC Drawdown Comparison
The maximum drawdown for SVFAU was -32.21%, occurring on May 18, 2022. This drawdown has not yet recovered.
The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.
The current SVFAU drawdown is -29.97%. The current NMFC drawdown is -23.07%.
| Rank | SVFAU | NMFC |
|---|---|---|
| #1 | -32.21% Feb 11, 2021 - May 18, 2022 | -64.05% Feb 13, 2020 - Mar 3, 2021 |
| #2 | -5.35% Jan 20, 2021 - Feb 3, 2021 | -27.77% Feb 19, 2025 - Feb 27, 2026 |
| #3 | -1.90% Feb 3, 2021 - Feb 8, 2021 | -21.90% Jul 21, 2015 - Aug 4, 2016 |
| #4 | -0.99% Jan 12, 2021 - Jan 14, 2021 | -20.52% Jun 9, 2011 - Oct 27, 2011 |
| #5 | N/A | -17.40% Apr 1, 2022 - Jan 26, 2023 |
| #6 | N/A | -12.14% Jul 30, 2024 - Feb 12, 2025 |
| #7 | N/A | -11.31% Oct 16, 2017 - May 17, 2018 |
| #8 | N/A | -11.29% Sep 21, 2012 - Jan 23, 2013 |
| #9 | N/A | -11.29% Feb 2, 2023 - Jun 30, 2023 |
| #10 | N/A | -9.56% Jul 27, 2018 - Jan 16, 2019 |
| #11 | N/A | -8.61% Apr 29, 2013 - Nov 22, 2013 |
| #12 | N/A | -8.50% Feb 19, 2013 - Apr 23, 2013 |
| #13 | N/A | -6.30% Dec 24, 2013 - Jun 26, 2014 |
| #14 | N/A | -6.07% Jun 19, 2019 - Dec 9, 2019 |
| #15 | N/A | -6.01% Jul 12, 2021 - Sep 15, 2021 |
Correlation
Correlation between SVFAU and NMFC is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
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