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MORT: Market Vectors® Mortgage REIT Income ETF (ETF)
Basic Info 17.86 0.09(0.50%) February 23
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 08/17/2011 |
| Last Dividend Date: | 12/29/2020 |
| 12-Mo. Yield | 8.46% |
| Expenses | 0.40% |
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Performance Analytics (As of 02/19/2021)
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(%) | -0.9 | 6.6 | -21.2 | 1.8 | 7.5 | 6.8 | -22.0 | 21.3 | -4.4 | 18.8 | 18.9 | -9.8 | 20.2 | 5.6 | 23.3 | -2.7 |
| SR | NA | 2.52 | -0.32 | -0.01 | 0.21 | 0.24 | -0.32 | 2.07 | -0.47 | 1.79 | 1.09 | -0.75 | 2.05 | 0.28 | 1.91 | -0.29 |
| DD(%) | NA | 4.5 | 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 | 24.5 | 70.1 | 41.4 | 33.1 | 26.4 | 69.6 | 9.6 | 12.4 | 10.2 | 17.1 | 13.2 | 9.9 | 19.9 | 12.3 | 24.0 |
| TR | NA | 0.75 | -0.2 | 0.0 | 0.08 | 0.08 | -0.2 | 0.63 | -0.13 | 0.95 | 0.29 | -0.21 | 0.41 | 0.07 | 0.53 | -0.14 |
| Alpha(%) | NA | 0.08 | -0.02 | -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 | 0.82 | 1.12 | 1.0 | 0.86 | 0.76 | 1.12 | 0.31 | 0.45 | 0.19 | 0.65 | 0.47 | 0.5 | 0.83 | 0.45 | 0.52 |
| RS | NA | 0.31 | 0.47 | 0.43 | 0.38 | 0.37 | 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
- BREIX (Baron Real Estate Institutional) 0.79% (100%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 0.97% (98%)
- LREIX (Lazard U.S. Realty Equity Instl) (96%)
- DAREX (Dunham Real Estate Stock A) 0.20% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 0.72% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.75% (93%)
- CSDIX (Cohen & Steers Realty Income I) 0.53% (92%)
- DPRSX (Delaware REIT Instl) 0.45% (90%)
- STMDX (Stratton Real Estate) 0.25% (88%)
- PJEZX (Prudential US Real Estate Z) 1.37% (88%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.67% (76%)
- PSR (PowerShares Active US Real Estate ETF) 0.63% (75%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.50% (36%)
- REM (iShares Mortgage Real Estate Capped) 0.74% (34%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.67% (27%)
- FRI (First Trust S&P REIT ETF) 1.02% (26%)
- ICF (iShares Cohen & Steers REIT) 0.39% (23%)
- RWR (SPDR Dow Jones REIT ETF) 1.37% (7%)
- SCHH (Schwab US REIT ETF) 0.58% (4%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.69% (2%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.26% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 1.08% (98%)
- RFI (Cohen & Steers Total Return) 0.07% (97%)
- NRO (Neuberger Real Estate Securities Income) 0.46% (65%)
- JRS (Nuveen Real Estate Income) 0.54% (48%)
- PGZ (Principal Real Estate Income Fund) 0.59% (22%)
- RIF (RMR Real Estate Income Fund) (17%)
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