The total return over the past 12 months is -15.41% vs. +16.94% for the S&P 500. So far it's up -17.19% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (26.55%) | (18.42%) | (12.39%) | (6.77%) | (3.98%) | N/A |
| Total Return CAGR | (15.41%) | (7.11%) | (1.37%) | +4.06% | +6.84% | N/A |
| Revenue CAGR | (32.12%) | (9.86%) | (10.60%) | +9.41% | +1.70% | N/A |
| Net Income CAGR | (158.45%) | N/A | N/A | N/A | (8.62%) | N/A |
| EPS CAGR | (160.59%) | (40.24%) | (23.23%) | (11.61%) | (21.43%) | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +390.47% | +98.74% | +72.05% | N/A | +18.68% | N/A |
| Dividends CAGR | (12.34%) | (7.31%) | +0.64% | (0.60%) | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
New Mountain Finance Corporation (NMFC)
| Year | Start price | End price | NMFC Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $9.21 | $6.85 | (17.19%) | +14.51% | (31.70%) |
| 2025 | $11.26 | $9.21 | (7.17%) | +17.72% | (24.89%) |
| 2024 | $12.72 | $11.26 | (0.16%) | +24.89% | (25.05%) |
| 2023 | $12.37 | $12.72 | +15.77% | +26.19% | (10.42%) |
| 2022 | $13.70 | $12.37 | (0.52%) | (18.17%) | +17.65% |
| 2021 | $11.36 | $13.70 | +31.99% | +28.74% | +3.25% |
| 2020 | $13.74 | $11.36 | (6.83%) | +18.37% | (25.20%) |
| 2019 | $12.58 | $13.74 | +20.56% | +31.22% | (10.66%) |
| 2018 | $13.55 | $12.58 | +2.74% | (4.56%) | +7.30% |
| 2017 | $14.10 | $13.55 | +5.66% | +21.70% | (16.04%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
