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CBL vs. NXDT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

CBL vs. NXDT

Last updated May 5, 2025

Compare and contrast key facts about CBL & Associates Properties, Inc. (CBL) and NexPoint Strategic Opportunities Fund (NXDT).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBL or NXDT.

Correlation

The correlation between CBL and NXDT is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

-0.50.00.51.0
Correlation: 0.4

Performance

CBL vs. NXDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBL & Associates Properties, Inc. (CBL) and NexPoint Strategic Opportunities Fund (NXDT). The values are adjusted to include any dividend payments, if applicable.
-60.00%-40.00%-20.00%0.00%20.00%40.00%December2025FebruaryMarchAprilMay
2.22%
-68.16%
CBL
NXDT

Key characteristics

Sharpe Ratio

CBL:

0.93

NXDT:

-0.65

Sortino Ratio

CBL:

1.38

NXDT:

-0.83

Omega Ratio

CBL:

1.19

NXDT:

0.91

Calmar Ratio

CBL:

0.86

NXDT:

-0.42

Martin Ratio

CBL:

2.73

NXDT:

-1.40

Ulcer Index

CBL:

9.17%

NXDT:

22.78%

Daily Std Dev

CBL:

26.75%

NXDT:

49.29%

Max Drawdown

CBL:

-34.02%

NXDT:

-75.58%

Current Drawdown

CBL:

-22.47%

NXDT:

-74.17%

Fundamentals

Market Cap

CBL:

$758.85M

NXDT:

$166.85M

EPS

CBL:

$1.87

NXDT:

-$1.28

PS Ratio

CBL:

1.47

NXDT:

2.00

PB Ratio

CBL:

2.35

NXDT:

0.20

Total Revenue (TTM)

CBL:

$386.44M

NXDT:

$35.73M

Gross Profit (TTM)

CBL:

$228.48M

NXDT:

$19.47M

EBITDA (TTM)

CBL:

$274.30M

NXDT:

-$12.98M

Returns By Period

In the year-to-date period, CBL achieves a -12.95% return, which is significantly higher than NXDT's -38.29% return.

CBL

YTD

-12.95%

1M

3.07%

6M

0.07%

1Y

25.23%

5Y*

N/A

10Y*

N/A

NXDT

YTD

-38.29%

1M

5.80%

6M

-30.73%

1Y

-33.54%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

CBL vs. NXDT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CBL
The Risk-Adjusted Performance Rank of CBL is 7777
Overall Rank
The Sharpe Ratio Rank of CBL is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of CBL is 7373
Sortino Ratio Rank
The Omega Ratio Rank of CBL is 7373
Omega Ratio Rank
The Calmar Ratio Rank of CBL is 8080
Calmar Ratio Rank
The Martin Ratio Rank of CBL is 7777
Martin Ratio Rank
NXDT
The Risk-Adjusted Performance Rank of NXDT is 1717
Overall Rank
The Sharpe Ratio Rank of NXDT is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of NXDT is 1616
Sortino Ratio Rank
The Omega Ratio Rank of NXDT is 1919
Omega Ratio Rank
The Calmar Ratio Rank of NXDT is 2424
Calmar Ratio Rank
The Martin Ratio Rank of NXDT is 1010
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CBL vs. NXDT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBL & Associates Properties, Inc. (CBL) and NexPoint Strategic Opportunities Fund (NXDT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The chart of Sharpe ratio for CBL, currently valued at 0.93, compared to the broader market-2.00-1.000.001.002.003.00
CBL: 0.93
NXDT: -0.65
The chart of Sortino ratio for CBL, currently valued at 1.38, compared to the broader market-6.00-4.00-2.000.002.004.00
CBL: 1.38
NXDT: -0.83
The chart of Omega ratio for CBL, currently valued at 1.19, compared to the broader market0.501.001.502.00
CBL: 1.19
NXDT: 0.91
The chart of Calmar ratio for CBL, currently valued at 0.86, compared to the broader market0.001.002.003.004.005.00
CBL: 0.86
NXDT: -0.42
The chart of Martin ratio for CBL, currently valued at 2.73, compared to the broader market-10.000.0010.0020.00
CBL: 2.73
NXDT: -1.40

The current CBL Sharpe Ratio is 0.93, which is higher than the NXDT Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of CBL and NXDT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.93
-0.65
CBL
NXDT

Dividends

CBL vs. NXDT - Dividend Comparison

CBL's dividend yield for the trailing twelve months is around 11.41%, less than NXDT's 16.44% yield.

TTM2024202320222021
CBL
CBL & Associates Properties, Inc.		11.41%6.80%6.14%12.78%0.00%
NXDT
NexPoint Strategic Opportunities Fund		16.44%9.84%7.55%5.35%0.74%

Drawdowns

CBL vs. NXDT - Drawdown Comparison

The maximum CBL drawdown since its inception was -34.02%, smaller than the maximum NXDT drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for CBL and NXDT. For additional features, visit the drawdowns tool.

-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-22.47%
-74.17%
CBL
NXDT

Volatility

CBL vs. NXDT - Volatility Comparison

The current volatility for CBL & Associates Properties, Inc. (CBL) is 15.36%, while NexPoint Strategic Opportunities Fund (NXDT) has a volatility of 23.10%. This indicates that CBL experiences smaller price fluctuations and is considered to be less risky than NXDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
15.36%
23.10%
CBL
NXDT

Financials

CBL vs. NXDT - Financials Comparison

This section allows you to compare key financial metrics between CBL & Associates Properties, Inc. and NexPoint Strategic Opportunities Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

-50.00M0.0050.00M100.00M150.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
131.69M
10.79M
(CBL) Total Revenue
(NXDT) Total Revenue
Values in USD except per share items

CBL vs. NXDT - Profitability Comparison

The chart below illustrates the profitability comparison between CBL & Associates Properties, Inc. and NexPoint Strategic Opportunities Fund over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
66.8%
100.0%
(CBL) Gross Margin
(NXDT) Gross Margin
CBL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CBL & Associates Properties, Inc. reported a gross profit of 88.02M and revenue of 131.69M. Therefore, the gross margin over that period was 66.8%.
NXDT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NexPoint Strategic Opportunities Fund reported a gross profit of 10.79M and revenue of 10.79M. Therefore, the gross margin over that period was 100.0%.
CBL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CBL & Associates Properties, Inc. reported an operating income of 71.41M and revenue of 131.69M, resulting in an operating margin of 54.2%.
NXDT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NexPoint Strategic Opportunities Fund reported an operating income of -9.26M and revenue of 10.79M, resulting in an operating margin of -85.9%.
CBL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CBL & Associates Properties, Inc. reported a net income of 37.98M and revenue of 131.69M, resulting in a net margin of 28.8%.
NXDT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NexPoint Strategic Opportunities Fund reported a net income of -7.67M and revenue of 10.79M, resulting in a net margin of -71.1%.