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MORT: Market Vectors® Mortgage REIT Income ETF (ETF)
Basic Info 19.04 0.02(0.10%) September 16
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 08/17/2011 |
| Last Dividend Date: | 07/01/2021 |
| 12-Mo. Yield | 7.57% |
| Expenses | 0.40% |
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Performance Analytics (As of 09/14/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 17.4 | 42.2 | 0.7 | 5.5 | 8.1 | 7.5 | -22.0 | 21.3 | -4.4 | 18.8 | 18.9 | -9.8 | 20.2 | 5.6 | 23.3 | -2.7 |
| SR | NA | 1.17 | 1.99 | -0.02 | 0.14 | 0.3 | 0.27 | -0.32 | 2.07 | -0.47 | 1.79 | 1.09 | -0.75 | 2.05 | 0.28 | 1.91 | -0.29 |
| DD(%) | NA | 9.5 | 9.5 | 70.0 | 70.0 | 70.0 | 70.0 | 70.0 | 7.0 | 13.2 | 7.3 | 14.9 | 18.6 | 6.3 | 24.4 | 13.0 | 13.9 |
| SD(%) | NA | 20.4 | 23.0 | 42.1 | 33.4 | 26.0 | 26.0 | 69.6 | 9.6 | 12.4 | 10.2 | 17.1 | 13.2 | 9.9 | 19.9 | 12.3 | 24.0 |
| TR | NA | 0.33 | 0.53 | -0.01 | 0.05 | 0.1 | 0.09 | -0.2 | 0.63 | -0.13 | 0.95 | 0.29 | -0.21 | 0.41 | 0.07 | 0.53 | -0.14 |
| Alpha(%) | NA | -0.01 | 0.05 | -0.03 | 0.0 | 0.0 | 0.0 | -0.02 | 0.04 | -0.01 | 0.06 | 0.05 | -0.04 | 0.02 | 0.02 | 0.06 | -0.05 |
| Beta(%) | NA | 0.73 | 0.86 | 1.01 | 0.93 | 0.8 | 0.8 | 1.12 | 0.31 | 0.45 | 0.19 | 0.65 | 0.47 | 0.5 | 0.83 | 0.45 | 0.52 |
| RS | NA | 0.28 | 0.41 | 0.43 | 0.4 | 0.38 | 0.38 | 0.47 | 0.16 | 0.35 | 0.12 | 0.42 | 0.37 | 0.33 | 0.42 | 0.25 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (Fidelity Real Estate Investment) 0.14% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.04% (92%)
- CGMRX (CGM Realty) 0.69% (89%)
- FARCX (Nuveen Real Estate Secs I) 0.13% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.0% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.17% (87%)
- CRARX (ING Real Estate Instl) 0.19% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.07% (85%)
- MRESX (Managers Real Estate Securities) 0.23% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.24% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 0.17% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.05% (96%)
- PSR (PowerShares Active US Real Estate ETF) 0.13% (94%)
- FRI (First Trust S&P REIT ETF) 0.24% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.03% (93%)
- REZ (iShares Residential Rel Est Capped) 0.06% (92%)
- SCHH (Schwab US REIT ETF) 0.15% (20%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.25% (18%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.10% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.19% (16%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.50% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 1.68% (99%)
- RFI (Cohen & Steers Total Return) 1.73% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.0% (98%)
- JRS (Nuveen Real Estate Income) 0.0% (97%)
- PGZ (Principal Real Estate Income Fund) 1.02% (95%)
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