Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITT (AG Mortgage Investment Trust, Inc.) | -6.60% | 19.23% | 23.43% | 1.50% | -7.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITT (AG Mortgage Investment Trust, Inc.) | 06/30/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 19.23 | 23.43 | 1.50 | -7.09 | NA | NA | … | … | -6.60 | 42.79 | 17.10 | 35.77 | -41.03 | 24.12 | -80.68 | 8.94 | -6.22 | 20.61 | 51.35 | -20.70 | 35.06 | -23.25 | 33.49 | 8.49 |
| Sharpe Ratio | NA | 0.72 | 0.81 | -0.04 | -0.13 | NA | NA | … | … | -0.60 | 1.32 | 0.46 | 1.01 | -0.89 | 0.44 | -0.46 | 0.56 | -0.44 | 1.39 | 2.20 | -1.03 | 2.49 | -0.86 | 1.77 | 0.58 |
| Standard Deviation(%) | NA | 28.50 | 29.41 | 35.65 | 63.85 | NA | NA | … | … | 29.08 | 30.43 | 29.30 | 32.05 | 47.73 | 55.26 | 176.53 | 13.36 | 17.23 | 14.43 | 23.27 | 20.04 | 14.10 | 27.03 | 19.10 | 30.23 |
| Draw Down(%) | NA | 20.74 | 25.77 | 71.11 | 91.49 | NA | NA | … | … | 20.74 | 24.09 | 16.43 | 25.90 | 62.65 | 29.21 | 90.22 | 13.90 | 17.99 | 6.89 | 19.55 | 30.91 | 8.14 | 37.00 | 11.54 | 11.75 |
| Yield(%) | 0.00 | 12.29 | 13.68 | 18.42 | 7.47 | 7.74 | 5.80 | … | … | 2.80 | 12.71 | 12.12 | 13.07 | 7.83 | 19.57 | 0.19 | 11.73 | 10.53 | 8.65 | 14.68 | 12.08 | 15.29 | 11.74 | 14.92 | 5.60 |
Data as of 06/04/2026, Common starting date is 06/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT (AG Mortgage Investment Trust, Inc.) |
-51.97%
Sep 2019 – Sep 2022 |
-35.75%
Sep 2017 – Sep 2022 |
-16.58%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT (AG Mortgage Investment Trust, Inc.) |
35.91%
Sep 2022 – Sep 2025 |
15.76%
Nov 2013 – Nov 2018 |
-4.05%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart