Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MFA-PB (MFA Financial Inc) 6.93% 6.60% 11.84% 4.64% 6.45% NA NA
Data as of 06/04/2026, Common starting date is 04/11/2013
More Performance Analytics Comparison
Name Start Date End Date
MFA-PB (MFA Financial Inc) 04/11/2013 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.29 6.60 11.84 4.64 6.45 NA NA 6.93 2.98 6.83 31.24 -22.53 12.07 4.08 14.52 3.37 12.39 9.17 5.45 20.91 -7.12
Sharpe Ratio NA 0.33 0.60 0.12 0.07 NA NA 1.25 0.01 0.22 1.38 -1.15 1.63 0.02 2.38 0.19 1.61 0.80 0.50 2.25 -0.71
Standard Deviation(%) NA 11.18 15.65 16.59 66.01 NA NA 11.55 15.67 14.93 20.24 20.90 7.38 204.36 5.48 10.56 7.32 11.15 10.91 9.29 13.62
Draw Down(%) NA 8.77 16.44 28.67 91.26 NA NA 8.77 16.44 11.15 16.34 28.67 5.19 91.26 1.72 9.98 2.85 7.14 9.81 5.08 16.08
Yield(%) 0.00 9.06 9.13 7.53 7.51 6.62 4.97 4.69 8.92 8.75 10.39 7.46 7.89 9.08 7.74 7.44 7.80 7.81 7.64 8.51 5.37
Data as of 06/04/2026, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFA-PB (MFA Financial Inc) -27.36%
Mar 2017 – Mar 2020
-14.84%
Mar 2015 – Mar 2020
5.49%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFA-PB (MFA Financial Inc) 48.47%
Mar 2020 – Mar 2023
33.85%
Mar 2020 – Mar 2025
8.18%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return