The total return over the past 12 months is +8.64% vs. +16.94% for the S&P 500. So far it's up +5.94% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +0.20% | N/A | N/A | N/A | N/A | N/A |
| Total Return CAGR | +8.64% | N/A | N/A | N/A | N/A | 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 | (0.53%) | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)
| Year | Start price | End price | NMFCZ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $25.49 | $25.41 | +5.94% | +14.51% | (8.57%) |
| 2025 | $26.18 | $25.49 | +5.59% | +17.72% | (12.13%) |
| 2024 | $25.90 | $26.18 | +9.53% | +24.89% | (15.36%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
