NexPoint Real Estate Finance, Inc. (NREF) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,048
Total Return
10.48%
CAGR
2.01%
Dividends
$6,373.38
Yield on Cost
63.73%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.48% |
| Median | +0.99% |
| Best | +25.05% |
| Worst | -27.96% |
| % of Windows Positive | 53.9% |
1-Year (252 Trading Days)
| Average | +2.25% |
| Median | +3.09% |
| Best | +41.10% |
| Worst | -40.42% |
| % of Windows Positive | 59.1% |
3-Year (756 Trading Days)
| Average | +2.61% |
| Median | +3.40% |
| Best | +31.93% |
| Worst | -22.25% |
| % of Windows Positive | 58.7% |
Risk Metrics
| Maximum Drawdown | -46.04% |
| Average Drawdown | -20.41% |
| Drawdown Duration | 978 Trading Days (Unrecovered) |
| Sortino Ratio | 0.32 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -4.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.45% (+8.87% ann.) | +$245.03 | $355.12 | $71.02 | $0.57 |
| 2025 | -0.11% | $10.62 | $1326.41 | $265.29 | $2.12 |
| 2024 | +10.85% | +$1084.72 | $1326.23 | $265.25 | $2.12 |
| 2023 | +13.56% | +$1356.09 | $1815.65 | $363.14 | $2.91 |
| 2022 | -10.55% | $1054.93 | $1069.41 | $213.88 | $1.70 |
| 2021 | +25.53% | +$2552.68 | $1183.68 | $236.74 | $1.90 |
| 2020 partial | -5.04% (-5.60% ann.) | $504.36 | $780.69 | $156.14 | $1.25 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | February 7, 2020 – February 19, 2020 | +1.06% | +38.00% | +$106.38 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -59.49% | -100.00% | $5948.64 | $115.67 | $23.13 | $0.19 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +128.41% | +277.73% | +$12841.02 | $1275.09 | $255.04 | $2.04 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +61.36% | +57.45% | +$6136.48 | $1313.62 | $262.72 | $2.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.23% | -8.72% | $823.48 | $967.66 | $193.54 | $1.54 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +12.13% | +6.37% | +$1212.75 | $2839.66 | $567.93 | $4.54 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -0.20% | -0.13% | $20.37 | $1942.92 | $388.59 | $3.10 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2020-03-20 | $0.2200 | 2.68% |
| 2020-06-12 | $0.4000 | 2.58% |
| 2020-09-14 | $0.4000 | 2.63% |
| 2020-12-14 | $0.4000 | 2.07% |
| 2021-03-12 | $0.4750 | 2.55% |
| 2021-06-14 | $0.4750 | 2.20% |
| 2021-09-14 | $0.4750 | 2.21% |
| 2021-12-14 | $0.4750 | 2.18% |
| 2022-03-14 | $0.5000 | 2.23% |
| 2022-06-14 | $0.5000 | 2.44% |
| 2022-09-14 | $0.5000 | 2.43% |
| 2022-12-14 | $0.5000 | 2.64% |
| 2023-03-14 | $0.6850 | 4.11% |
| 2023-06-14 | $0.6850 | 4.19% |
| 2023-09-14 | $0.6850 | 3.99% |
| 2023-12-14 | $0.6850 | 4.24% |
| 2024-03-14 | $0.5000 | 3.41% |
| 2024-06-14 | $0.5000 | 3.54% |
| 2024-09-13 | $0.5000 | 3.03% |
| 2024-12-13 | $0.5000 | 2.86% |
| 2025-03-14 | $0.5000 | 3.10% |
| 2025-06-13 | $0.5000 | 3.17% |
| 2025-09-15 | $0.5000 | 3.26% |
| 2025-12-15 | $0.5000 | 3.34% |
| 2026-03-13 | $0.5000 | 3.53% |
| Total | 25 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $224.06 | $44.81 | $0.36 | 8.5347 |
| 2021-09-14 | $228.11 | $45.62 | $0.36 | 8.7982 |
| 2021-12-14 | $232.29 | $46.46 | $0.37 | 9.0204 |
| 2022-03-14 | $249.03 | $49.81 | $0.40 | 9.3475 |
| 2022-06-14 | $253.70 | $50.74 | $0.40 | 10.0873 |
| 2022-09-14 | $258.74 | $51.75 | $0.41 | 10.1714 |
| 2022-12-14 | $263.83 | $52.77 | $0.42 | 12.0573 |
| 2023-03-14 | $369.70 | $73.94 | $0.60 | 18.2543 |
| 2023-06-14 | $382.21 | $76.45 | $0.61 | 20.1025 |
| 2023-09-14 | $395.98 | $79.20 | $0.64 | 19.3246 |
| 2023-12-14 | $409.22 | $81.84 | $0.65 | 20.9569 |
| 2024-03-14 | $309.18 | $61.84 | $0.50 | 18.4766 |
| 2024-06-14 | $318.42 | $63.68 | $0.51 | 19.0572 |
| 2024-09-13 | $327.94 | $65.59 | $0.52 | 16.2931 |
| 2024-12-13 | $336.09 | $67.22 | $0.54 | 15.8684 |
| 2025-03-14 | $344.03 | $68.80 | $0.55 | 17.3841 |
| 2025-06-13 | $352.71 | $70.54 | $0.56 | 19.5020 |
| 2025-09-15 | $362.46 | $72.50 | $0.58 | 20.4953 |
| 2025-12-15 | $372.72 | $74.55 | $0.60 | 20.4801 |
| 2026-03-13 | $382.96 | $76.59 | $0.61 | 23.2511 |
| Total | $6373.38 | $1274.68 | $10.18 | 317.4630 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.