PMTW vs PMTU
Comparison between Pennymac Mortgage Investment Trust (PMTW, Company) and Pennymac Mortgage Investment Trust (PMTU, Company).
PMTW vs PMTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
PMTW
$2.23B
PMTU
$2.23B
Max Drawdown
Winner
PMTW
3.87%
PMTU
4.96%
Sharpe Ratio
Winner
PMTW
1.51
PMTU
0.85
5Y Beta
PMTW
0.04
Winner
PMTU
0.03
P/E Ratio
PMTW
15.59
Winner
PMTU
15.58
PEG Ratio
PMTW
0.99
Winner
PMTU
0.99
Dividend Yield
Winner
PMTW
6.31%
PMTU
2.32%
5Y EPS CAGR
PMTW
-25.74%
PMTU
-25.74%
Debt to Equity
PMTW
80.22%
PMTU
80.22%
PMTW vs PMTU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PMTW
+1.55%
PMTU
-0.16%
3M
PMTW
+1.97%
Winner
PMTU
+2.14%
6M
Winner
PMTW
+4.20%
PMTU
+3.55%
1Y
Winner
PMTW
+9.75%
PMTU
+8.89%
Max(CAGR)
Winner
PMTW
+10.89%
PMTU
+10.04%
PMTW vs PMTU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PMTW | PMTU |
|---|---|---|
| 2026 | +4.69% | +4.57% |
| 2025 | +7.67% | +8.83% |
| 2024 | N/A | +8.44% |
| 2023 | N/A | +5.70% |
PMTW vs PMTU Drawdown Comparison
The maximum drawdown for PMTW was -1.73%, occurring on Mar 27, 2026. Recovery took 32 trading sessions.
The maximum drawdown for PMTU was -2.86%, occurring on Nov 6, 2024. Recovery took 78 trading sessions.
The current PMTU drawdown is -0.89%.
| Rank | PMTW | PMTU |
|---|---|---|
| #1 | -1.73% Feb 25, 2026 - Apr 13, 2026 | -2.86% Sep 27, 2024 - Jan 22, 2025 |
| #2 | -0.94% Jun 16, 2026 - Jul 8, 2026 | -2.74% Sep 29, 2023 - Nov 2, 2023 |
| #3 | -0.79% Dec 30, 2025 - Feb 2, 2026 | -2.63% Oct 30, 2025 - Jan 29, 2026 |
| #4 | -0.75% Apr 27, 2026 - May 1, 2026 | -2.35% Mar 21, 2025 - Jun 4, 2025 |
| #5 | -0.74% Nov 5, 2025 - Dec 3, 2025 | -2.04% Jan 23, 2025 - Mar 17, 2025 |
| #6 | -0.72% Jun 2, 2026 - Jun 16, 2026 | -1.55% Jan 29, 2026 - Feb 20, 2026 |
| #7 | -0.71% Sep 5, 2025 - Sep 30, 2025 | -1.44% Jul 30, 2024 - Aug 15, 2024 |
| #8 | -0.66% May 8, 2026 - Jun 2, 2026 | -1.09% Apr 1, 2026 - Jun 1, 2026 |
| #9 | -0.59% Oct 8, 2025 - Oct 16, 2025 | -1.09% Jul 10, 2026 - Jul 15, 2026 |
| #10 | -0.47% Jul 20, 2026 - Aug 3, 2026 | -1.06% Dec 28, 2023 - Mar 6, 2024 |
| #11 | -0.47% Oct 23, 2025 - Oct 31, 2025 | -1.03% Aug 29, 2024 - Sep 6, 2024 |
| #12 | -0.47% Aug 25, 2025 - Aug 29, 2025 | -1.01% Oct 23, 2025 - Oct 30, 2025 |
| #13 | -0.39% May 1, 2026 - May 8, 2026 | -1.00% Apr 9, 2024 - May 22, 2024 |
| #14 | -0.38% Dec 8, 2025 - Dec 15, 2025 | -0.93% Feb 20, 2026 - Mar 25, 2026 |
| #15 | -0.36% Jun 26, 2025 - Jul 17, 2025 | -0.93% Nov 9, 2023 - Nov 16, 2023 |
Correlation
Correlation between PMTW and PMTU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
PMTW vs PMTU dividend yield comparison.
| Year | PMTW | PMTU |
|---|---|---|
| 2026 | 4.40% | 4.16% |
| 2025 | 4.53% | 8.37% |
| 2024 | 0.00% | 8.39% |
| 2023 | 0.00% | 2.31% |
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