Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITT-PC (AG Mortgage Investment Trust Inc) | 7.15% | 15.72% | 25.64% | 12.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITT-PC (AG Mortgage Investment Trust Inc) | 09/16/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.36 | 15.72 | 25.64 | 12.30 | NA | NA | NA | … | … | 7.15 | 13.16 | 25.53 | 44.10 | -25.25 | 38.48 | -19.24 | 7.13 |
| Sharpe Ratio | NA | 1.66 | 2.14 | 0.61 | NA | NA | NA | … | … | 0.83 | 1.22 | 3.26 | 2.26 | -1.09 | 2.68 | -0.10 | 3.36 |
| Standard Deviation(%) | NA | 5.87 | 9.96 | 14.92 | NA | NA | NA | … | … | 7.93 | 8.45 | 6.73 | 18.09 | 24.46 | 14.33 | 191.09 | 7.54 |
| Draw Down(%) | NA | 4.98 | 7.50 | 41.42 | NA | NA | NA | … | … | 4.98 | 7.50 | 2.23 | 9.81 | 40.91 | 5.10 | 89.07 | 1.37 |
| Yield(%) | 2.61 | 10.96 | 13.94 | 9.58 | 5.91 | 3.94 | 2.96 | … | … | 5.22 | 11.15 | 10.33 | 11.83 | 8.06 | 10.49 | 7.56 | 1.99 |
Data as of 06/04/2026, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT-PC (AG Mortgage Investment Trust Inc) |
-7.45%
Oct 2019 – Oct 2022 |
8.43%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITT-PC (AG Mortgage Investment Trust Inc) |
59.06%
Mar 2020 – Mar 2023 |
47.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart