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

NXDT vs. CBL

Last updated May 5, 2025

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

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

Correlation

The correlation between NXDT and CBL 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

NXDT vs. CBL - Performance Comparison

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

Key characteristics

Sharpe Ratio

NXDT:

-0.65

CBL:

0.93

Sortino Ratio

NXDT:

-0.83

CBL:

1.38

Omega Ratio

NXDT:

0.91

CBL:

1.19

Calmar Ratio

NXDT:

-0.42

CBL:

0.86

Martin Ratio

NXDT:

-1.40

CBL:

2.73

Ulcer Index

NXDT:

22.78%

CBL:

9.17%

Daily Std Dev

NXDT:

49.29%

CBL:

26.75%

Max Drawdown

NXDT:

-75.58%

CBL:

-34.02%

Current Drawdown

NXDT:

-74.17%

CBL:

-22.47%

Fundamentals

Market Cap

NXDT:

$166.85M

CBL:

$758.85M

EPS

NXDT:

-$1.28

CBL:

$1.87

PS Ratio

NXDT:

2.00

CBL:

1.47

PB Ratio

NXDT:

0.20

CBL:

2.35

Total Revenue (TTM)

NXDT:

$35.73M

CBL:

$386.44M

Gross Profit (TTM)

NXDT:

$19.47M

CBL:

$228.48M

EBITDA (TTM)

NXDT:

-$12.98M

CBL:

$274.30M

Returns By Period

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

NXDT

YTD

-38.29%

1M

5.80%

6M

-30.73%

1Y

-33.54%

5Y*

N/A

10Y*

N/A

CBL

YTD

-12.95%

1M

3.07%

6M

0.07%

1Y

25.23%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NXDT vs. CBL — Risk-Adjusted Performance Rank

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

NXDT vs. CBL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NexPoint Strategic Opportunities Fund (NXDT) and CBL & Associates Properties, Inc. (CBL). 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 NXDT, currently valued at -0.65, compared to the broader market-2.00-1.000.001.002.003.00
NXDT: -0.65
CBL: 0.93
The chart of Sortino ratio for NXDT, currently valued at -0.83, compared to the broader market-6.00-4.00-2.000.002.004.00
NXDT: -0.83
CBL: 1.38
The chart of Omega ratio for NXDT, currently valued at 0.91, compared to the broader market0.501.001.502.00
NXDT: 0.91
CBL: 1.19
The chart of Calmar ratio for NXDT, currently valued at -0.42, compared to the broader market0.001.002.003.004.005.00
NXDT: -0.42
CBL: 0.86
The chart of Martin ratio for NXDT, currently valued at -1.40, compared to the broader market-10.000.0010.0020.00
NXDT: -1.40
CBL: 2.73

The current NXDT Sharpe Ratio is -0.65, which is lower than the CBL Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of NXDT and CBL, 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
-0.65
0.93
NXDT
CBL

Dividends

NXDT vs. CBL - Dividend Comparison

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

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

Drawdowns

NXDT vs. CBL - Drawdown Comparison

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

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

Volatility

NXDT vs. CBL - Volatility Comparison

NexPoint Strategic Opportunities Fund (NXDT) has a higher volatility of 23.10% compared to CBL & Associates Properties, Inc. (CBL) at 15.36%. This indicates that NXDT's price experiences larger fluctuations and is considered to be riskier than CBL 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
23.10%
15.36%
NXDT
CBL

Financials

NXDT vs. CBL - Financials Comparison

This section allows you to compare key financial metrics between NexPoint Strategic Opportunities Fund and CBL & Associates Properties, Inc.. 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
10.79M
131.69M
(NXDT) Total Revenue
(CBL) Total Revenue
Values in USD except per share items

NXDT vs. CBL - Profitability Comparison

The chart below illustrates the profitability comparison between NexPoint Strategic Opportunities Fund and CBL & Associates Properties, Inc. 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
100.0%
66.8%
(NXDT) Gross Margin
(CBL) Gross Margin
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 - 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 - 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 - 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 - 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%.
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%.