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MITT-P-A vs SPY

Comparison between AG Mortgage Investment Trust Inc (MITT-P-A, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MITT-P-A, delivering a return of +13.3% compared to +7.1%

MITT-P-A vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MITT-P-A
$677M
Winner
SPY
$735B
Expense Ratio
MITT-P-A
N/A
SPY
0.09%
Max Drawdown
MITT-P-A
89.00%
Winner
SPY
56.47%
Sharpe Ratio
MITT-P-A
0.44
Winner
SPY
1.62
5Y Beta
Winner
MITT-P-A
0.26
SPY
1.00
Industry
MITT-P-A
Other
SPY
N/A
P/E Ratio
Winner
MITT-P-A
13.61
SPY
28.99
Forward P/E
MITT-P-A
N/A
SPY
22.37
5Y Dividends CAGR
MITT-P-A
0.00%
Winner
SPY
5.43%
5Y EPS CAGR
MITT-P-A
N/A
SPY
26.05%
Debt to Equity
Winner
MITT-P-A
0.00%
SPY
32.40%
Free Cash Flow Yield
MITT-P-A
8.80%
SPY
N/A
P/S Ratio
MITT-P-A
N/A
SPY
3.74
P/B Ratio
MITT-P-A
N/A
SPY
5.61

MITT-P-A vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MITT-P-A
-3.13%
Winner
SPY
+1.90%
3M
MITT-P-A
-3.04%
Winner
SPY
+8.55%
6M
MITT-P-A
+2.49%
Winner
SPY
+8.18%
1Y
MITT-P-A
+9.95%
Winner
SPY
+25.79%
5Y(CAGR)
MITT-P-A
+7.15%
Winner
SPY
+13.32%
10Y(CAGR)
MITT-P-A
+8.08%
Winner
SPY
+15.19%
Max(CAGR)
MITT-P-A
+8.31%
Winner
SPY
+8.47%

MITT-P-A vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMITT-P-ASPY
2026-0.06%+8.26%
2025+16.12%+18.00%
2024+25.99%+25.59%
2023+36.24%+26.72%
2022-29.93%-18.64%
2021+39.18%+30.52%
2020-14.42%+17.28%
2019+12.96%+31.09%
2018+3.20%-5.24%
2017+11.93%+20.78%
2016+19.24%+13.59%
2015-3.84%+1.31%
2014+3.72%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MITT-P-A vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MITT-P-A drawdown is -4.13%. The current SPY drawdown is -2.90%.

RankMITT-P-ASPY
#1-88.78%
Mar 4, 2020 - Feb 17, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.08%
Nov 11, 2021 - May 14, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.87%
Feb 28, 2025 - Aug 22, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.01%
Aug 3, 2015 - Mar 24, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.18%
Mar 4, 2026 - Mar 24, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.78%
Oct 17, 2024 - Feb 26, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.95%
Nov 30, 2018 - Jan 30, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.68%
Aug 29, 2025 - Dec 12, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.04%
Aug 31, 2016 - Jan 6, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.63%
Jul 17, 2024 - Aug 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.29%
Dec 20, 2017 - Feb 23, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.54%
Dec 22, 2025 - Jan 7, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.49%
Mar 10, 2021 - Mar 23, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.49%
Jan 20, 2026 - Feb 18, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.44%
Jun 6, 2024 - Jul 10, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MITT-P-A and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

MITT-P-A vs SPY dividend yield comparison.

YearMITT-P-ASPY
20264.72%0.24%
20258.93%1.07%
20249.44%1.21%
202310.47%1.40%
202212.86%1.65%
20218.18%1.20%
202010.32%1.52%
20198.04%1.75%
20188.55%2.04%
20178.14%1.80%
20168.45%2.03%
20159.27%2.06%
20142.07%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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