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MITT vs SPY

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

5-Year PerformanceSPY has outperformed MITT, delivering a return of +13.4% compared to -0.4%

MITT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MITT
$246M
Winner
SPY
$784B
Expense Ratio
MITT
N/A
SPY
0.09%
Max Drawdown
MITT
95.55%
Winner
SPY
56.47%
Sharpe Ratio
MITT
0.65
Winner
SPY
1.56
5Y Beta
Winner
MITT
0.75
SPY
1.00
Industry
MITT
Reit - Mortgage
SPY
N/A
P/E Ratio
Winner
MITT
7.25
SPY
28.29
Forward P/E
Winner
MITT
6.08
SPY
21.75
PEG Ratio
MITT
-6.53
SPY
N/A
Dividend Yield
MITT
11.50%
SPY
N/A
5Y Dividends CAGR
Winner
MITT
32.19%
SPY
5.43%
5Y EPS CAGR
MITT
-32.63%
Winner
SPY
25.98%
Debt to Equity
Winner
MITT
0.00%
SPY
30.79%
Free Cash Flow Yield
MITT
27.65%
SPY
N/A
P/S Ratio
Winner
MITT
3.37
SPY
3.79
P/B Ratio
Winner
MITT
0.77
SPY
5.67

MITT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MITT
+0.39%
Winner
SPY
+0.48%
3M
MITT
+8.57%
Winner
SPY
+11.67%
6M
MITT
-1.50%
Winner
SPY
+9.42%
1Y
MITT
+18.08%
Winner
SPY
+24.27%
5Y(CAGR)
MITT
-0.39%
Winner
SPY
+13.36%
10Y(CAGR)
MITT
-6.82%
Winner
SPY
+15.42%
Max(CAGR)
MITT
-2.44%
Winner
SPY
+8.49%

MITT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMITTSPY
2026-5.77%+8.88%
2025+42.12%+18.00%
2024+20.03%+25.59%
2023+30.70%+26.72%
2022-41.26%-18.64%
2021+30.37%+30.52%
2020-80.69%+17.28%
2019+7.14%+31.09%
2018-5.12%-5.24%
2017+19.85%+20.78%
2016+50.14%+13.59%
2015-21.89%+1.31%
2014+34.50%+14.56%
2013-24.47%+29.00%
2012+34.90%+14.17%
2011+8.49%+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 vs SPY Drawdown Comparison

The maximum drawdown for MITT was -91.43%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MITT drawdown is -71.71%. The current SPY drawdown is -2.35%.

RankMITTSPY
#1-91.43%
Feb 20, 2020 - Oct 10, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.44%
Mar 4, 2013 - Nov 8, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.02%
Jul 31, 2018 - Feb 18, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.84%
Dec 28, 2017 - May 21, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.75%
Jul 11, 2011 - Dec 15, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.54%
Oct 5, 2012 - Nov 30, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.63%
Dec 9, 2016 - Mar 29, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.12%
Dec 29, 2011 - Mar 30, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.89%
Apr 27, 2017 - Jun 15, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.49%
Oct 19, 2017 - Dec 28, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.23%
Dec 18, 2012 - Jan 8, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.45%
Nov 29, 2016 - Dec 7, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.37%
May 10, 2012 - Jun 6, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.20%
Dec 16, 2011 - Dec 29, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.05%
Jun 26, 2017 - Aug 9, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MITT and SPY is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56
-101

Dividend Comparison (1999 - 2026)

MITT vs SPY dividend yield comparison.

YearMITTSPY
20263.07%0.24%
20259.98%1.07%
202411.28%1.21%
202311.34%1.40%
202215.25%1.65%
20217.90%1.20%
20201.02%1.52%
201912.32%1.75%
201812.40%2.04%
201710.52%1.80%
201611.10%2.03%
201517.72%2.06%
201412.92%1.87%
201317.90%1.81%
201212.65%2.18%
20115.46%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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