Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYMTN (New York Mortgage Trust Inc Pref) | NA | 5.85% | 12.70% | 10.69% | NA | NA | NA | … | … |
Data as of 09/02/2025, Common starting date is 10/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYMTN (New York Mortgage Trust Inc Pref) | 10/31/2017 | 09/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.85 | 12.70 | 10.69 | NA | NA | NA | … | … | -0.02 | 16.22 | 34.34 | -23.73 | 21.40 | -0.51 | 24.45 | -3.34 | 1.25 |
| Sharpe Ratio | NA | 0.23 | 0.52 | 0.53 | NA | NA | NA | … | … | -0.21 | 0.99 | 1.58 | -1.16 | 2.48 | 0.00 | 3.52 | -0.45 | 0.99 |
| Standard Deviation(%) | NA | 13.82 | 17.96 | 16.24 | NA | NA | NA | … | … | 14.51 | 12.77 | 19.63 | 21.77 | 8.61 | 156.40 | 6.52 | 10.47 | 7.10 |
| Draw Down(%) | NA | 11.14 | 17.00 | 30.04 | NA | NA | NA | … | … | 11.14 | 8.54 | 17.00 | 30.04 | 3.26 | 85.37 | 2.60 | 13.29 | 3.09 |
| Yield(%) | 0.00 | 8.92 | 9.86 | 9.66 | 6.23 | 4.15 | 3.12 | … | … | 4.40 | 9.26 | 11.14 | 7.85 | 8.96 | 7.93 | 9.01 | 8.08 | 2.05 |
Data as of 09/02/2025, Common starting date is 10/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYMTN (New York Mortgage Trust Inc Pref) |
-2.70%
Dec 2019 – Dec 2022 |
2.07%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYMTN (New York Mortgage Trust Inc Pref) |
43.41%
Mar 2020 – Mar 2023 |
31.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart