Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYMTL (New York Mortgage Trust Inc Preferred) | NA | 8.14% | 21.10% | NA | NA | NA | NA | … | … |
Data as of 11/04/2025, Common starting date is 07/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYMTL (New York Mortgage Trust Inc Preferred) | 07/09/2021 | 11/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 8.14 | 21.10 | NA | NA | NA | NA | … | … | 5.71 | 26.56 | 26.33 | -25.75 | 1.53 |
| Sharpe Ratio | NA | 0.41 | 1.08 | NA | NA | NA | NA | … | … | 0.31 | 2.07 | 1.15 | -0.87 | 0.44 |
| Standard Deviation(%) | NA | 12.46 | 16.36 | NA | NA | NA | NA | … | … | 12.34 | 11.07 | 19.93 | 31.20 | 7.13 |
| Draw Down(%) | NA | 9.69 | 15.19 | NA | NA | NA | NA | … | … | 9.69 | 4.28 | 15.19 | 38.19 | 4.07 |
| Yield(%) | 0.00 | 7.72 | 10.56 | 5.86 | 2.93 | 1.95 | 1.46 | … | … | 5.65 | 8.88 | 10.13 | 7.00 | 3.58 |
Data as of 11/04/2025, Common starting date is 07/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYMTL (New York Mortgage Trust Inc Preferred) |
3.42%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYMTL (New York Mortgage Trust Inc Preferred) |
26.45%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart