Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITT-PA (AG Mortgage Investment Trust Inc) | 0.66% | 13.21% | 19.48% | 7.48% | 8.42% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITT-PA (AG Mortgage Investment Trust Inc) | 08/08/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 13.21 | 19.48 | 7.48 | 8.42 | NA | NA | … | … | 0.66 | 15.85 | 22.54 | 37.63 | -29.60 | 37.06 | -14.58 | 15.25 | 3.19 | 12.70 | 19.27 | -2.81 | 22.68 | -4.98 | 2.76 |
| Sharpe Ratio | NA | 0.45 | 0.79 | 0.23 | 0.10 | NA | NA | … | … | -0.26 | 0.61 | 1.46 | 1.36 | -1.15 | 2.74 | -0.08 | 2.15 | 0.19 | 1.88 | 1.42 | -0.22 | 2.79 | -0.45 | 0.81 |
| Standard Deviation(%) | NA | 16.44 | 19.52 | 20.93 | 61.85 | NA | NA | … | … | 19.41 | 21.32 | 12.97 | 25.17 | 27.10 | 13.53 | 188.70 | 6.40 | 9.61 | 6.43 | 13.43 | 12.80 | 8.12 | 11.17 | 8.93 |
| Draw Down(%) | NA | 12.19 | 16.87 | 40.00 | 88.78 | NA | NA | … | … | 12.19 | 16.87 | 7.64 | 14.47 | 39.81 | 3.41 | 88.78 | 1.98 | 6.95 | 2.16 | 8.30 | 15.98 | 3.37 | 12.52 | 4.50 |
| Yield(%) | 0.00 | 9.60 | 11.82 | 8.13 | 8.41 | 7.55 | 5.66 | … | … | 4.51 | 9.48 | 10.78 | 12.73 | 8.16 | 10.50 | 8.05 | 8.46 | 8.21 | 8.47 | 9.35 | 8.27 | 9.43 | 8.23 | 3.04 |
Data as of 06/10/2026, Common starting date is 08/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT-PA (AG Mortgage Investment Trust Inc) |
-32.21%
Mar 2017 – Mar 2020 |
-18.07%
Mar 2015 – Mar 2020 |
3.04%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT-PA (AG Mortgage Investment Trust Inc) |
56.72%
Mar 2020 – Mar 2023 |
42.86%
Mar 2020 – Mar 2025 |
9.92%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart