NexPoint Real Estate Finance, Inc. (NREF) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$12,327
Total Return
23.27%
CAGR
4.27%
Dividends
$6,418.79
Yield on Cost
64.19%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.70% |
| Median | +1.29% |
| Best | +25.05% |
| Worst | -27.96% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +1.94% |
| Median | +3.09% |
| Best | +35.19% |
| Worst | -40.42% |
| % of Windows Positive | 59.1% |
3-Year (756 Trading Days)
| Average | +7.11% |
| Median | +6.23% |
| Best | +66.06% |
| Worst | -22.25% |
| % of Windows Positive | 65.5% |
Risk Metrics
| Maximum Drawdown | -46.04% |
| Average Drawdown | -20.59% |
| Drawdown Duration | 1013 Trading Days (Unrecovered) |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.09 |
| CVaR (5%) | -4.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +13.50% (+35.03% ann.) | +$1350.03 | $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
about| 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 – June 3, 2026 | +10.56% | +6.06% | +$1056.01 | $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 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $225.66 | $45.13 | $0.36 | 8.5955 |
| 2021-09-14 | $229.74 | $45.95 | $0.36 | 8.8609 |
| 2021-12-14 | $233.94 | $46.79 | $0.37 | 9.0847 |
| 2022-03-14 | $250.80 | $50.16 | $0.41 | 9.4141 |
| 2022-06-14 | $255.51 | $51.10 | $0.41 | 10.1592 |
| 2022-09-14 | $260.59 | $52.12 | $0.41 | 10.2439 |
| 2022-12-14 | $265.71 | $53.14 | $0.42 | 12.1432 |
| 2023-03-14 | $372.34 | $74.47 | $0.60 | 18.3844 |
| 2023-06-14 | $384.93 | $76.99 | $0.62 | 20.2457 |
| 2023-09-14 | $398.80 | $79.76 | $0.64 | 19.4623 |
| 2023-12-14 | $412.14 | $82.43 | $0.66 | 21.1063 |
| 2024-03-14 | $311.38 | $62.28 | $0.50 | 18.6082 |
| 2024-06-14 | $320.69 | $64.13 | $0.51 | 19.1930 |
| 2024-09-13 | $330.28 | $66.05 | $0.53 | 16.4092 |
| 2024-12-13 | $338.48 | $67.70 | $0.54 | 15.9815 |
| 2025-03-14 | $346.48 | $69.29 | $0.55 | 17.5080 |
| 2025-06-13 | $355.23 | $71.04 | $0.57 | 19.6410 |
| 2025-09-15 | $365.05 | $73.01 | $0.58 | 20.6414 |
| 2025-12-15 | $375.37 | $75.08 | $0.60 | 20.6260 |
| 2026-03-13 | $385.69 | $77.14 | $0.62 | 23.4167 |
| Total | $6418.79 | $1283.77 | $10.26 | 319.7251 |
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.