GAM vs MTBA
Comparison between General American Investors Co. Inc (GAM, ETF) and SIMPLIFY MBS ETF (MTBA, ETF).
GAM vs MTBA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GAM
$1.70B
MTBA
$1.70B
Expense Ratio
GAM
N/A
MTBA
0.15%
Max Drawdown
GAM
72.30%
Winner
MTBA
6.22%
Sharpe Ratio
Winner
GAM
2.01
MTBA
0.21
5Y Beta
GAM
0.70
Winner
MTBA
0.04
5Y Dividends CAGR
GAM
34.85%
MTBA
N/A
GAM vs MTBA - Historical Returns
Returns include dividend reinvestment.
1M
GAM
-2.03%
Winner
MTBA
-0.18%
3M
Winner
GAM
+3.46%
MTBA
-1.16%
6M
Winner
GAM
+6.24%
MTBA
+0.04%
1Y
Winner
GAM
+28.36%
MTBA
+4.52%
5Y(CAGR)
GAM
+14.68%
MTBA
N/A
10Y(CAGR)
GAM
+15.25%
MTBA
N/A
Max(CAGR)
Winner
GAM
+9.35%
MTBA
+4.96%
GAM vs MTBA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GAM | MTBA |
|---|---|---|
| 2026 | +6.89% | -0.53% |
| 2025 | +29.65% | +7.65% |
| 2024 | +30.52% | +2.47% |
| 2023 | +27.38% | +3.64% |
| 2022 | -15.26% | N/A |
| 2021 | +21.86% | N/A |
| 2020 | +5.56% | N/A |
| 2019 | +39.98% | N/A |
| 2018 | -10.01% | N/A |
| 2017 | +21.62% | N/A |
| 2016 | +11.46% | N/A |
| 2015 | -4.24% | N/A |
| 2014 | +10.87% | N/A |
| 2013 | +30.81% | N/A |
| 2012 | +18.00% | N/A |
| 2011 | -6.07% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +27.34% | N/A |
| 2008 | -47.19% | N/A |
| 2007 | +9.03% | N/A |
| 2006 | +15.90% | N/A |
| 2005 | +18.07% | N/A |
| 2004 | +8.59% | N/A |
| 2003 | +23.21% | N/A |
| 2002 | -27.67% | N/A |
| 2001 | +9.57% | N/A |
| 2000 | +11.23% | N/A |
| 1999 | +7.80% | N/A |
GAM vs MTBA Drawdown Comparison
The maximum drawdown for GAM was -66.58%, occurring on Mar 9, 2009. Recovery took 1398 trading sessions.
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The current GAM drawdown is -3.60%. The current MTBA drawdown is -1.90%.
| Rank | GAM | MTBA |
|---|---|---|
| #1 | -66.58% Oct 16, 2007 - May 7, 2013 | -3.48% Sep 16, 2024 - Apr 1, 2025 |
| #2 | -41.78% Feb 12, 2020 - Dec 1, 2020 | -2.81% Feb 27, 2026 - May 19, 2026 |
| #3 | -35.04% Jan 15, 2002 - Jun 17, 2005 | -2.55% Feb 1, 2024 - Jun 5, 2024 |
| #4 | -26.99% May 29, 2001 - Jan 4, 2002 | -1.82% Apr 4, 2025 - Jun 23, 2025 |
| #5 | -26.06% Nov 8, 2021 - Nov 20, 2023 | -1.10% Dec 27, 2023 - Feb 1, 2024 |
| #6 | -22.29% May 19, 2015 - Dec 8, 2016 | -0.93% Jun 21, 2024 - Jul 9, 2024 |
| #7 | -22.16% Sep 21, 2018 - Apr 23, 2019 | -0.70% Jun 30, 2025 - Jul 29, 2025 |
| #8 | -14.90% Jan 22, 2025 - May 16, 2025 | -0.61% Jun 6, 2024 - Jun 12, 2024 |
| #9 | -14.62% Feb 6, 2001 - May 22, 2001 | -0.56% Dec 6, 2023 - Dec 13, 2023 |
| #10 | -14.56% Jul 13, 2007 - Oct 9, 2007 | -0.54% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -10.02% Mar 23, 2000 - Aug 31, 2000 | -0.50% Sep 15, 2025 - Oct 13, 2025 |
| #12 | -9.52% Jan 19, 2000 - Mar 21, 2000 | -0.43% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -9.22% May 5, 2006 - Oct 25, 2006 | -0.43% Aug 2, 2024 - Aug 20, 2024 |
| #14 | -9.20% Sep 3, 2014 - Nov 13, 2014 | -0.42% Oct 28, 2025 - Nov 21, 2025 |
| #15 | -8.67% Feb 25, 2026 - Apr 14, 2026 | -0.35% Nov 28, 2025 - Dec 17, 2025 |
Correlation
Correlation between GAM and MTBA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
GAM vs MTBA dividend yield comparison.
| Year | GAM | MTBA |
|---|---|---|
| 2026 | 0.00% | 2.49% |
| 2025 | 11.32% | 5.98% |
| 2024 | 8.82% | 6.03% |
| 2023 | 6.17% | 0.48% |
| 2022 | 4.15% | 0.00% |
| 2021 | 1.38% | 0.00% |
| 2020 | 6.72% | 0.00% |
| 2019 | 6.49% | 0.00% |
| 2018 | 9.67% | 0.00% |
| 2017 | 9.56% | 0.00% |
| 2016 | 10.20% | 0.00% |
| 2015 | 3.60% | 0.00% |
| 2014 | 10.00% | 0.00% |
| 2013 | 5.97% | 0.00% |
| 2012 | 7.19% | 0.00% |
| 2011 | 2.01% | 0.00% |
| 2010 | 1.60% | 0.00% |
| 2009 | 1.49% | 0.00% |
| 2008 | 3.77% | 0.00% |
| 2007 | 16.57% | 0.00% |
| 2006 | 8.45% | 0.00% |
| 2005 | 6.14% | 0.00% |
| 2004 | 3.22% | 0.00% |
| 2003 | 1.82% | 0.00% |
| 2002 | 2.60% | 0.00% |
| 2001 | 18.64% | 0.00% |
| 2000 | 16.97% | 0.00% |
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