(MORT) VanEck Mortgage REIT - Performance 2.6% in 12m
Compare MORT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
25.62%
#21 in Group
Rel. Strength
50.05%
#3990 in Universe
Total Return 12m
2.56%
#33 in Group
Total Return 5y
56.76%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: MORT (2.6%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: MORT vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for MORT
| Total Return (including Dividends) | MORT | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -14.17% | -2.89% | -5.89% |
| 3 Months | -9.18% | -2.68% | -12.45% |
| 12 Months | 2.56% | 17.11% | 6.72% |
| 5 Years | 56.76% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | MORT | XLRE | S&P 500 |
| 1 Month | -89.8% | -63.6% | -74.5% |
| 3 Months | -22.0% | -27.5% | -88.2% |
| 12 Months | 47.8% | 46.6% | 66.1% |
| 5 Years | -1.40% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #35 | -11.6% | -8.80% |
| 3 Month | #32 | -6.68% | 3.73% |
| 12 Month | #33 | -12.4% | -3.90% |
| 5 Years | #8 | 9.03% | -22.0% |
FAQs
Does MORT VanEck Mortgage REIT outperforms the market?
No,
over the last 12 months MORT made 2.56%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months MORT made -9.18%, while XLRE made -2.68%.
Over the last 3 months MORT made -9.18%, while XLRE made -2.68%.
Performance Comparison MORT vs Indeces and Sectors
MORT vs. Indices MORT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.97% | -8.28% | -2.75% | -4.16% |
| US NASDAQ 100 | QQQ | 5.83% | -7.89% | -2.22% | -2.97% |
| US Dow Jones Industrial 30 | DIA | 6.14% | -8.35% | -3.29% | -2.75% |
| German DAX 40 | DAX | -0.39% | -4.77% | -19.8% | -15.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.26% | -6.67% | -5.03% | -3.33% |
| Hongkong Hang Seng | HSI | 0.68% | -4.35% | -4.27% | -13.7% |
| India NIFTY 50 | INDA | 0.60% | -18.9% | -5.20% | -0.51% |
| Brasil Bovespa | EWZ | 1.41% | -9.09% | -5.70% | 12.0% |
MORT vs. Sectors MORT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.72% | -8.51% | -11.6% | -11.0% |
| Consumer Discretionary | XLY | 5.84% | -10.3% | -5.49% | -6.66% |
| Consumer Staples | XLP | 1.67% | -17.4% | -13.0% | -11.4% |
| Energy | XLE | 0.25% | -4.09% | -3.81% | 12.9% |
| Financial | XLF | 3.60% | -9.66% | -10.9% | -16.4% |
| Health Care | XLV | 4.57% | -6.80% | -1.35% | 3.10% |
| Industrial | XLI | 3.85% | -9.47% | -2.83% | -2.80% |
| Materials | XLB | 3.25% | -7.52% | 4.33% | 10.1% |
| Real Estate | XLRE | -0.37% | -11.3% | -4.10% | -14.6% |
| Technology | XLK | 6.33% | -5.24% | 4.06% | 3.77% |
| Utilities | XLU | 1.66% | -13.8% | -8.49% | -21.8% |
| Aerospace & Defense | XAR | 3.28% | -14.2% | -12.5% | -21.6% |
| Biotech | XBI | 1.41% | -2.29% | 11.8% | 11.5% |
| Homebuilder | XHB | 4.02% | -7.33% | 15.2% | 11.7% |
| Retail | XRT | 3.27% | -12.1% | 1.92% | 6.95% |