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MORT: Market Vectors® Mortgage REIT Income ETF (ETF)
Basic Info 18.74 0.52(2.85%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 08/17/2011 |
| Last Dividend Date: | 12/29/2020 |
| 12-Mo. Yield | 7.57% |
| Expenses | 0.40% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.1 | 13.8 | 100.9 | 1.6 | 6.3 | 7.4 | -22.0 | 21.3 | -4.4 | 18.8 | 18.9 | -9.8 | 20.2 | 5.6 | 23.3 | -2.7 |
| SR | NA | 2.7 | 2.6 | 0.04 | 0.2 | 0.28 | -0.32 | 2.07 | -0.47 | 1.79 | 1.09 | -0.75 | 2.05 | 0.28 | 1.91 | -0.29 |
| DD(%) | NA | 4.5 | 18.5 | 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 | 21.7 | 33.4 | 41.7 | 33.2 | 26.2 | 69.6 | 9.6 | 12.4 | 10.2 | 17.1 | 13.2 | 9.9 | 19.9 | 12.3 | 24.0 |
| TR | NA | 0.83 | 0.82 | 0.02 | 0.07 | 0.09 | -0.2 | 0.63 | -0.13 | 0.95 | 0.29 | -0.21 | 0.41 | 0.07 | 0.53 | -0.14 |
| Alpha(%) | NA | 0.06 | 0.12 | -0.02 | 0.02 | 0.01 | -0.02 | 0.04 | -0.01 | 0.06 | 0.05 | -0.04 | 0.02 | 0.02 | 0.06 | -0.05 |
| Beta(%) | NA | 0.71 | 1.06 | 1.0 | 0.93 | 0.8 | 1.12 | 0.31 | 0.45 | 0.19 | 0.65 | 0.47 | 0.5 | 0.83 | 0.45 | 0.52 |
| RS | NA | 0.25 | 0.51 | 0.43 | 0.4 | 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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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
- BREFX (Baron Real Estate Retail) 1.18% (100%)
- LREIX (Lazard U.S. Realty Equity Instl) (98%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 1.27% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 1.13% (95%)
- DNREX (Dunham Real Estate Stock N) 0.10% (94%)
- CSDIX (Cohen & Steers Realty Income I) 1.21% (93%)
- PJEZX (Prudential US Real Estate Z) 1.56% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.27% (91%)
- CSRSX (Cohen & Steers Realty Shares) 1.15% (88%)
- PIREX (Principal Real Estate Securities Inst) 1.39% (86%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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