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NLY vs. PSEC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NLY vs. PSEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Annaly Capital Management, Inc. (NLY) and Prospect Capital Corporation (PSEC). The values are adjusted to include any dividend payments, if applicable.

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NLY vs. PSEC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NLY
Annaly Capital Management, Inc.
-2.19%40.00%8.07%4.94%-21.41%2.48%2.38%7.22%-7.22%31.92%
PSEC
Prospect Capital Corporation
5.88%-28.86%-18.16%-4.13%-8.61%70.00%-3.54%13.83%4.09%-9.44%

Fundamentals

EPS

NLY:

$3.14

PSEC:

-$0.86

PS Ratio

NLY:

3.26

PSEC:

61.69

Total Revenue (TTM)

NLY:

$4.19B

PSEC:

$12.64M

Gross Profit (TTM)

NLY:

$4.15B

PSEC:

-$212.47M

EBITDA (TTM)

NLY:

$3.29B

PSEC:

-$257.87M

Returns By Period

In the year-to-date period, NLY achieves a -2.19% return, which is significantly lower than PSEC's 5.88% return. Over the past 10 years, NLY has outperformed PSEC with an annualized return of 5.84%, while PSEC has yielded a comparatively lower 1.82% annualized return.


NLY

1D
2.87%
1M
-5.89%
YTD
-2.19%
6M
11.61%
1Y
19.20%
3Y*
18.29%
5Y*
3.40%
10Y*
5.84%

PSEC

1D
3.98%
1M
-2.32%
YTD
5.88%
6M
4.98%
1Y
-23.27%
3Y*
-16.65%
5Y*
-9.07%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NLY vs. PSEC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NLY
NLY Risk / Return Rank: 6868
Overall Rank
NLY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
NLY Sortino Ratio Rank: 6262
Sortino Ratio Rank
NLY Omega Ratio Rank: 6363
Omega Ratio Rank
NLY Calmar Ratio Rank: 7171
Calmar Ratio Rank
NLY Martin Ratio Rank: 7474
Martin Ratio Rank

PSEC
PSEC Risk / Return Rank: 1616
Overall Rank
PSEC Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
PSEC Sortino Ratio Rank: 1313
Sortino Ratio Rank
PSEC Omega Ratio Rank: 1515
Omega Ratio Rank
PSEC Calmar Ratio Rank: 1717
Calmar Ratio Rank
PSEC Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NLY vs. PSEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Annaly Capital Management, Inc. (NLY) and Prospect Capital Corporation (PSEC). 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.


NLYPSECDifference

Sharpe ratio

Return per unit of total volatility

0.86

-0.69

+1.55

Sortino ratio

Return per unit of downside risk

1.22

-0.90

+2.12

Omega ratio

Gain probability vs. loss probability

1.17

0.90

+0.27

Calmar ratio

Return relative to maximum drawdown

1.43

-0.72

+2.15

Martin ratio

Return relative to average drawdown

4.06

-1.04

+5.10

NLY vs. PSEC - Sharpe Ratio Comparison

The current NLY Sharpe Ratio is 0.86, which is higher than the PSEC Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of NLY and PSEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NLYPSECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

-0.69

+1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

-0.33

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.07

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.09

+0.21

Correlation

The correlation between NLY and PSEC is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

NLY vs. PSEC - Dividend Comparison

NLY's dividend yield for the trailing twelve months is around 13.24%, less than PSEC's 20.69% yield.


TTM20252024202320222021202020192018201720162015
NLY
Annaly Capital Management, Inc.
13.24%12.52%14.21%13.42%16.70%11.25%10.77%11.15%12.22%10.09%12.04%12.79%
PSEC
Prospect Capital Corporation
20.69%20.85%16.01%12.02%10.30%8.56%13.31%11.18%11.41%13.45%11.98%14.72%

Drawdowns

NLY vs. PSEC - Drawdown Comparison

The maximum NLY drawdown since its inception was -60.09%, roughly equal to the maximum PSEC drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for NLY and PSEC.


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Drawdown Indicators


NLYPSECDifference

Max Drawdown

Largest peak-to-trough decline

-60.09%

-61.51%

+1.42%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

-32.01%

+17.13%

Max Drawdown (5Y)

Largest decline over 5 years

-52.12%

-55.18%

+3.06%

Max Drawdown (10Y)

Largest decline over 10 years

-60.09%

-55.18%

-4.91%

Current Drawdown

Current decline from peak

-10.37%

-48.91%

+38.54%

Average Drawdown

Average peak-to-trough decline

-13.79%

-15.32%

+1.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.24%

22.63%

-17.39%

Volatility

NLY vs. PSEC - Volatility Comparison

The current volatility for Annaly Capital Management, Inc. (NLY) is 8.55%, while Prospect Capital Corporation (PSEC) has a volatility of 9.13%. This indicates that NLY experiences smaller price fluctuations and is considered to be less risky than PSEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NLYPSECDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.55%

9.13%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

14.55%

24.68%

-10.13%

Volatility (1Y)

Calculated over the trailing 1-year period

22.46%

33.68%

-11.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.47%

27.28%

-1.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.07%

26.86%

+1.21%

Financials

NLY vs. PSEC - Financials Comparison

This section allows you to compare key financial metrics between Annaly Capital Management, Inc. and Prospect Capital Corporation. 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


-1.00B-500.00M0.00500.00M1.00B1.50B2.00B2.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
133.90M
(NLY) Total Revenue
(PSEC) Total Revenue
Values in USD except per share items