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.
NXDT vs. CBL
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.
Performance
NXDT vs. CBL - Performance Comparison
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Key characteristics
NXDT:
-0.26
CBL:
1.02
NXDT:
0.07
CBL:
1.59
NXDT:
1.01
CBL:
1.22
NXDT:
-0.13
CBL:
1.05
NXDT:
-0.39
CBL:
2.83
NXDT:
25.88%
CBL:
10.86%
NXDT:
51.49%
CBL:
27.62%
NXDT:
-75.58%
CBL:
-34.02%
NXDT:
-69.24%
CBL:
-20.32%
Fundamentals
NXDT:
$190.13M
CBL:
$779.89M
NXDT:
-$1.49
CBL:
$2.15
NXDT:
1.89
CBL:
1.48
NXDT:
0.24
CBL:
2.64
NXDT:
$72.48M
CBL:
$528.21M
NXDT:
$46.70M
CBL:
$270.03M
NXDT:
-$48.98M
CBL:
$304.43M
Returns By Period
In the year-to-date period, NXDT achieves a -26.52% return, which is significantly lower than CBL's -10.54% return.
NXDT
-26.52%
23.12%
-22.59%
-14.19%
-29.62%
N/A
N/A
CBL
-10.54%
6.24%
-13.74%
26.43%
6.02%
N/A
N/A
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Risk-Adjusted Performance
NXDT vs. CBL — Risk-Adjusted Performance Rank
NXDT
CBL
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.
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Dividends
NXDT vs. CBL - Dividend Comparison
NXDT's dividend yield for the trailing twelve months is around 14.42%, more than CBL's 11.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
NXDT NexPoint Strategic Opportunities Fund | 14.42% | 9.84% | 7.55% | 5.35% | 0.74% |
CBL CBL & Associates Properties, Inc. | 11.11% | 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.
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Volatility
NXDT vs. CBL - Volatility Comparison
NexPoint Strategic Opportunities Fund (NXDT) has a higher volatility of 17.06% compared to CBL & Associates Properties, Inc. (CBL) at 8.68%. 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.
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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.
Total Revenue: Total amount of money received from sales and other business activities