MITT-P-A vs NMFC

Comparison between AG Mortgage Investment Trust Inc (MITT-P-A, Company) and New Mountain Finance Corp (NMFC, Company).

5-Year PerformanceMITT-P-A has outperformed NMFC, delivering a return of +7.1% compared to -1.7%

MITT-P-A vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MITT-P-A(COMPANY)	NMFC(COMPANY)
Market Cap	$677M	$680M
Max Drawdown	89.00%	67.82%
Sharpe Ratio	0.28	-1.24
5Y Beta	0.25	0.58
Industry	Other	Asset Management
P/E Ratio	13.61	-11.75
Forward P/E	N/A	22.94
PEG Ratio	N/A	1.34
Dividend Yield	N/A	18.00%
5Y Dividends CAGR	0.00%	4.98%
Debt to Equity	0.00%	127.13%
Free Cash Flow Yield	8.80%	99.55%
P/S Ratio	N/A	2.13
P/B Ratio	N/A	0.63

Market Cap

MITT-P-A

$677M

Winner

NMFC

$680M

Max Drawdown

MITT-P-A

89.00%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

MITT-P-A

0.28

NMFC

-1.24

5Y Beta

Winner

MITT-P-A

0.25

NMFC

0.58

Industry

MITT-P-A

Other

NMFC

Asset Management

P/E Ratio

MITT-P-A

13.61

Winner

NMFC

-11.75

Forward P/E

MITT-P-A

N/A

NMFC

22.94

PEG Ratio

MITT-P-A

N/A

NMFC

1.34

Dividend Yield

MITT-P-A

N/A

NMFC

18.00%

5Y Dividends CAGR

MITT-P-A

0.00%

Winner

NMFC

4.98%

Debt to Equity

Winner

MITT-P-A

0.00%

NMFC

127.13%

Free Cash Flow Yield

MITT-P-A

8.80%

Winner

NMFC

99.55%

P/S Ratio

MITT-P-A

N/A

NMFC

2.13

P/B Ratio

MITT-P-A

N/A

NMFC

0.63

MITT-P-A vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	MITT-P-A	NMFC
1 month	-1.71%	-0.71%
3 months	+0.04%	-11.98%
6 months	-1.48%	-17.61%
1 year	+6.96%	-23.75%
5 years(CAGR)	+7.11%	-1.72%
10 years(CAGR)	+7.81%	+4.52%
Max(CAGR)	+8.22%	+6.83%

MITT-P-A

-1.71%

Winner

NMFC

-0.71%

Winner

MITT-P-A

+0.04%

NMFC

-11.98%

Winner

MITT-P-A

-1.48%

NMFC

-17.61%

Winner

MITT-P-A

+6.96%

NMFC

-23.75%

5Y(CAGR)

Winner

MITT-P-A

+7.11%

NMFC

-1.72%

10Y(CAGR)

Winner

MITT-P-A

+7.81%

NMFC

+4.52%

Max(CAGR)

Winner

MITT-P-A

+8.22%

NMFC

+6.83%

MITT-P-A vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MITT-P-A	NMFC
2026	+0.03%	-18.15%
2025	+16.12%	-7.83%
2024	+25.99%	-1.81%
2023	+36.24%	+14.22%
2022	-29.93%	-0.45%
2021	+39.18%	+31.99%
2020	-14.42%	-6.97%
2019	+12.96%	+18.68%
2018	+3.20%	+1.61%
2017	+11.93%	+4.91%
2016	+19.24%	+21.51%
2015	-3.84%	-3.57%
2014	+3.72%	+10.34%
2013	N/A	+11.00%
2012	N/A	+26.89%
2011	N/A	+10.38%

MITT-P-A vs NMFC Drawdown Comparison

The maximum drawdown for MITT-P-A was -88.78%, occurring on Apr 3, 2020. Recovery took 241 trading sessions.

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The current MITT-P-A drawdown is -4.04%. The current NMFC drawdown is -28.75%.

Rank	MITT-P-A	NMFC
#1	-88.78% Mar 4, 2020 - Feb 17, 2021	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-40.08% Nov 11, 2021 - May 14, 2024	-30.27% Feb 19, 2025 - Jul 9, 2026
#3	-16.87% Feb 28, 2025 - Aug 22, 2025	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	-16.01% Aug 3, 2015 - Mar 24, 2016	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	-12.18% Mar 4, 2026 - Mar 24, 2026	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	-7.78% Oct 17, 2024 - Feb 26, 2025	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	-6.95% Nov 30, 2018 - Jan 30, 2019	-11.31% Oct 16, 2017 - May 17, 2018
#8	-5.68% Aug 29, 2025 - Dec 12, 2025	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	-4.04% Aug 31, 2016 - Jan 6, 2017	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	-3.63% Jul 17, 2024 - Aug 26, 2024	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	-3.29% Dec 20, 2017 - Feb 23, 2018	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	-2.54% Dec 22, 2025 - Jan 7, 2026	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	-2.49% Mar 10, 2021 - Mar 23, 2021	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	-2.49% Jan 20, 2026 - Feb 18, 2026	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	-2.44% Jun 6, 2024 - Jul 10, 2024	-6.01% Jul 12, 2021 - Sep 15, 2021

Correlation

Correlation between MITT-P-A and NMFC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

MITT-P-A vs NMFC dividend yield comparison.

Year	MITT-P-A	NMFC
2026	4.72%	8.12%
2025	8.93%	13.90%
2024	9.44%	12.17%
2023	10.47%	11.40%
2022	12.86%	9.86%
2021	8.18%	8.76%
2020	10.32%	10.92%
2019	8.04%	9.90%
2018	8.55%	10.81%
2017	8.14%	10.04%
2016	8.45%	9.65%
2015	9.27%	10.45%
2014	2.07%	9.91%
2013	0.00%	9.84%
2012	0.00%	11.48%
2011	0.00%	6.41%