WLFC vs NBXG

Comparison between Willis Lease Finance Corp (WLFC, Company) and Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company).

WLFC is from the Industrials sector, while NBXG is from the Financial Services sector.

5-Year PerformanceWLFC has outperformed NBXG, delivering a return of +33.8% compared to +5.6%

WLFC vs NBXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WLFC(COMPANY)	NBXG(COMPANY)
Market Cap	$1.23B	$1.23B
Max Drawdown	79.76%	57.18%
Sharpe Ratio	0.78	1.14
5Y Beta	1.38	1.11
Industry	Rental & Leasing Services	Asset Management
P/E Ratio	9.68	3.83
Forward P/E	6.91	N/A
PEG Ratio	0.51	0.46
Dividend Yield	0.72%	N/A
5Y EPS CAGR	14.41%	N/A
Debt to Equity	324.57%	0.00%
Free Cash Flow Yield	22.12%	8.09%
P/S Ratio	1.95	3.77
P/B Ratio	2.11	0.90

Market Cap

Winner

WLFC

$1.23B

NBXG

$1.23B

Max Drawdown

WLFC

79.76%

Winner

NBXG

57.18%

Sharpe Ratio

WLFC

0.78

Winner

NBXG

1.14

5Y Beta

WLFC

1.38

Winner

NBXG

1.11

Industry

WLFC

Rental & Leasing Services

NBXG

Asset Management

P/E Ratio

WLFC

9.68

Winner

NBXG

3.83

Forward P/E

WLFC

6.91

NBXG

N/A

PEG Ratio

WLFC

0.51

Winner

NBXG

0.46

Dividend Yield

WLFC

0.72%

NBXG

N/A

5Y EPS CAGR

WLFC

14.41%

NBXG

N/A

Debt to Equity

WLFC

324.57%

Winner

NBXG

0.00%

Free Cash Flow Yield

Winner

WLFC

22.12%

NBXG

8.09%

P/S Ratio

Winner

WLFC

1.95

NBXG

3.77

P/B Ratio

WLFC

2.11

Winner

NBXG

0.90

WLFC vs NBXG - Historical Returns

Returns include dividend reinvestment.

Period	WLFC	NBXG
1 month	-11.30%	+6.22%
3 months	+12.50%	+27.54%
6 months	+43.66%	+17.90%
1 year	+31.70%	+29.85%
5 years(CAGR)	+33.76%	+5.60%
10 years(CAGR)	+23.13%	N/A
Max(CAGR)	+14.37%	+5.62%

WLFC

-11.30%

Winner

NBXG

+6.22%

WLFC

+12.50%

Winner

NBXG

+27.54%

Winner

WLFC

+43.66%

NBXG

+17.90%

Winner

WLFC

+31.70%

NBXG

+29.85%

5Y(CAGR)

Winner

WLFC

+33.76%

NBXG

+5.60%

10Y(CAGR)

WLFC

+23.13%

NBXG

N/A

Max(CAGR)

Winner

WLFC

+14.37%

NBXG

+5.62%

WLFC vs NBXG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WLFC	NBXG
2026	+42.40%	+15.71%
2025	-35.81%	+23.15%
2024	+341.22%	+30.41%
2023	-17.82%	+32.77%
2022	+62.12%	-42.20%
2021	+23.48%	-10.70%
2020	-48.06%	N/A
2019	+65.15%	N/A
2018	+35.26%	N/A
2017	-5.99%	N/A
2016	+26.26%	N/A
2015	-7.03%	N/A
2014	+29.51%	N/A
2013	+18.82%	N/A
2012	+17.97%	N/A
2011	-8.08%	N/A
2010	-11.78%	N/A
2009	+55.44%	N/A
2008	-26.25%	N/A
2007	+21.98%	N/A
2006	+28.68%	N/A
2005	+4.02%	N/A
2004	+11.43%	N/A
2003	+47.00%	N/A
2002	+9.78%	N/A
2001	-51.79%	N/A
2000	+51.06%	N/A
1999	+17.05%	N/A

WLFC vs NBXG Drawdown Comparison

The maximum drawdown for WLFC was -79.76%, occurring on May 15, 2020. Recovery took 1216 trading sessions.

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The current WLFC drawdown is -20.21%. The current NBXG drawdown is -3.80%.

Rank	WLFC	NBXG
#1	-79.76% Sep 13, 2019 - Jul 16, 2024	-51.73% Sep 2, 2021 - Jun 6, 2025
#2	-75.41% May 31, 2001 - Jul 2, 2007	-16.26% Nov 3, 2025 - May 1, 2026
#3	-54.33% Oct 17, 2007 - Jan 29, 2010	-7.37% Jun 2, 2026 - Jun 10, 2026
#4	-50.70% Mar 5, 2010 - Oct 28, 2013	-4.84% Oct 6, 2025 - Nov 3, 2025
#5	-49.88% Nov 7, 2024 - May 6, 2026	-3.72% Jun 16, 2021 - Sep 2, 2021
#6	-41.85% Mar 23, 2000 - Nov 9, 2000	-3.56% May 14, 2026 - May 22, 2026
#7	-39.26% Jun 23, 2014 - Jun 3, 2016	-3.41% Jul 18, 2025 - Aug 18, 2025
#8	-31.63% Nov 4, 1999 - Mar 21, 2000	-2.42% Aug 18, 2025 - Aug 28, 2025
#9	-29.85% Feb 8, 2001 - May 30, 2001	-2.32% Jul 3, 2025 - Jul 16, 2025
#10	-28.06% May 6, 2026 - Jun 1, 2026	-2.14% Aug 28, 2025 - Sep 8, 2025
#11	-22.11% Jul 15, 2016 - Feb 1, 2018	-1.82% Sep 18, 2025 - Oct 1, 2025
#12	-21.64% Jul 10, 2007 - Sep 28, 2007	-1.20% May 1, 2026 - May 5, 2026
#13	-16.38% Nov 7, 2018 - Feb 8, 2019	-1.09% Jun 6, 2025 - Jun 18, 2025
#14	-14.71% Feb 19, 2019 - Apr 12, 2019	-0.74% Jun 2, 2021 - Jun 15, 2021
#15	-13.19% Jun 8, 2016 - Jul 12, 2016	-0.74% May 26, 2026 - May 28, 2026