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PMT-P-C vs SPY

Comparison between Pennymac Mortgage Investment Trust (PMT-P-C, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PMT-P-C, delivering a return of +13.3% compared to +2.0%

PMT-P-C vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PMT-P-C
$1.61B
Winner
SPY
$735B
Expense Ratio
PMT-P-C
N/A
SPY
0.09%
Max Drawdown
Winner
PMT-P-C
36.36%
SPY
56.47%
Sharpe Ratio
PMT-P-C
0.23
Winner
SPY
1.62
5Y Beta
Winner
PMT-P-C
0.14
SPY
1.00
P/E Ratio
Winner
PMT-P-C
11.27
SPY
28.99
Forward P/E
PMT-P-C
N/A
SPY
22.37
PEG Ratio
PMT-P-C
0.71
SPY
N/A
5Y Dividends CAGR
PMT-P-C
N/A
SPY
5.43%
5Y EPS CAGR
PMT-P-C
-25.74%
Winner
SPY
26.05%
Debt to Equity
PMT-P-C
80.22%
Winner
SPY
32.40%
P/S Ratio
PMT-P-C
N/A
SPY
3.74
P/B Ratio
PMT-P-C
N/A
SPY
5.61

PMT-P-C vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PMT-P-C
+0.20%
Winner
SPY
+1.90%
3M
PMT-P-C
-1.45%
Winner
SPY
+8.55%
6M
PMT-P-C
+1.39%
Winner
SPY
+8.18%
1Y
PMT-P-C
+5.83%
Winner
SPY
+25.79%
5Y(CAGR)
PMT-P-C
+2.04%
Winner
SPY
+13.32%
10Y(CAGR)
PMT-P-C
N/A
SPY
+15.19%
Max(CAGR)
PMT-P-C
+2.04%
Winner
SPY
+8.47%

PMT-P-C vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPMT-P-CSPY
2026+1.72%+8.26%
2025+4.57%+18.00%
2024+6.03%+25.59%
2023+20.59%+26.72%
2022-25.67%-18.64%
2021+3.65%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+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%

PMT-P-C vs SPY Drawdown Comparison

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

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

The current PMT-P-C drawdown is -3.48%. The current SPY drawdown is -2.90%.

RankPMT-P-CSPY
#1-31.13%
Dec 3, 2021 - Aug 27, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-13.45%
Oct 18, 2024 - Jan 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.66%
Feb 11, 2026 - Mar 31, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.38%
Sep 19, 2024 - Oct 17, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.80%
Aug 20, 2021 - Sep 22, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.37%
Nov 9, 2021 - Dec 2, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.14%
Aug 30, 2024 - Sep 9, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.90%
Nov 3, 2021 - Nov 9, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.71%
Sep 30, 2021 - Oct 29, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.69%
Jan 28, 2026 - Feb 10, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.63%
Sep 10, 2024 - Sep 13, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.40%
Aug 17, 2021 - Aug 19, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.39%
Oct 29, 2021 - Nov 3, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.20%
Sep 23, 2021 - Sep 29, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.10%
Aug 27, 2024 - Aug 30, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PMT-P-C and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

PMT-P-C vs SPY dividend yield comparison.

YearPMT-P-CSPY
20264.66%0.24%
20259.14%1.07%
20248.93%1.21%
20238.63%1.40%
20229.84%1.65%
20212.07%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%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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