Performance analysis of MORT (VANECK MORTGAGE REIT INCOME ETF)
Annual Return
Over the past 3 years, MORT has had an average annual return of +8.64%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MORT has had an average annual return of -1.94%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MORT has had an average annual return of +2.48%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Aug 17, 2011, MORT has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +15.32% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.80% | +12.13% | +0.29% | +14.90% | -26.92% | +15.88% | -21.95% | +21.29% | -4.45% | +18.83% | +21.86% | -9.79% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +17.90% | +1.10% | +22.59% | -3.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.95% | -0.74% | -4.47% | +6.87% | -3.97% | -0.98% | -0.80% | ||||||
| 2025 | +4.52% | +6.21% | -5.26% | -5.00% | -0.97% | +4.04% | +1.23% | +5.37% | -2.00% | -0.59% | +4.64% | +0.17% | +12.13% |
| 2024 | -4.65% | -0.80% | +4.56% | -6.02% | +4.21% | +0.35% | +6.62% | +2.14% | +1.35% | -5.01% | +2.69% | -4.17% | +0.29% |
| 2023 | +16.28% | -8.10% | -9.39% | +1.62% | -3.09% | +12.66% | +4.33% | -2.37% | -4.78% | -10.61% | +14.21% | +8.01% | +14.90% |
| 2022 | -1.61% | -6.62% | +3.52% | -8.65% | +2.89% | -10.77% | +14.31% | -7.35% | -23.74% | +13.32% | +8.54% | -7.76% | -26.92% |
| 2021 | -1.79% | +9.18% | +5.51% | +4.52% | +0.11% | +1.85% | -3.18% | +2.43% | -1.91% | +3.88% | -6.00% | +1.18% | +15.88% |
| 2020 | +3.58% | -8.90% | -55.81% | +19.07% | +3.25% | +14.26% | +4.82% | +2.10% | -1.13% | +0.10% | +18.08% | +6.53% | -21.95% |
| 2019 | +9.29% | -0.04% | +1.24% | +2.04% | -6.63% | +4.84% | +1.95% | -5.81% | +6.30% | +2.78% | +1.23% | +3.35% | +21.29% |
| 2018 | -7.31% | -3.14% | +6.43% | +0.83% | +2.99% | +1.79% | +3.41% | +0.54% | -1.64% | -2.24% | +1.52% | -6.78% | -4.45% |
| 2017 | +1.23% | +5.33% | +3.05% | +3.73% | -1.14% | +2.02% | +0.70% | +1.35% | +1.77% | -3.46% | +0.46% | +2.63% | +18.83% |
Drawdown analysis of MORT (VANECK MORTGAGE REIT INCOME ETF)
The maximum drawdown for the MORT was -69.98%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The current MORT drawdown is -21.65%.
Since Aug 17, 2011 MORT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.98% | Feb 20, 2020 | 31 | Apr 3, 2020 | Ongoing | Ongoing | Ongoing |
| -24.65% | Apr 13, 2015 | 196 | Jan 21, 2016 | 124 | Jul 19, 2016 | 320 |
| -24.56% | Apr 30, 2013 | 77 | Aug 19, 2013 | 254 | Aug 21, 2014 | 331 |
| -14.06% | Aug 17, 2011 | 32 | Oct 3, 2011 | 70 | Jan 12, 2012 | 102 |
| -13.24% | Sep 6, 2018 | 75 | Dec 24, 2018 | 66 | Apr 1, 2019 | 141 |
| -13.05% | Sep 21, 2012 | 36 | Nov 14, 2012 | 36 | Jan 8, 2013 | 72 |
| -12.44% | Oct 19, 2017 | 73 | Feb 5, 2018 | 103 | Jul 3, 2018 | 176 |
| -7.02% | Apr 24, 2019 | 26 | May 31, 2019 | 40 | Jul 29, 2019 | 66 |
| -6.77% | Jul 30, 2019 | 21 | Aug 28, 2019 | 35 | Oct 17, 2019 | 56 |
| -6.44% | Sep 7, 2016 | 21 | Oct 6, 2016 | 33 | Nov 22, 2016 | 54 |
| -6.34% | Aug 29, 2014 | 23 | Oct 2, 2014 | 31 | Nov 14, 2014 | 54 |
| -5.76% | Dec 9, 2016 | 4 | Dec 15, 2016 | 12 | Jan 4, 2017 | 16 |
| -5.51% | Apr 27, 2017 | 8 | May 9, 2017 | 25 | Jun 14, 2017 | 33 |
| -4.58% | Dec 3, 2014 | 9 | Dec 16, 2014 | 65 | Mar 23, 2015 | 74 |
| -4.10% | May 10, 2012 | 6 | May 18, 2012 | 18 | Jun 14, 2012 | 24 |
| -3.68% | Jun 26, 2017 | 15 | Jul 18, 2017 | 47 | Sep 22, 2017 | 62 |
| -3.32% | Apr 8, 2013 | 7 | Apr 17, 2013 | 8 | Apr 29, 2013 | 15 |
| -3.32% | Nov 29, 2016 | 3 | Dec 2, 2016 | 3 | Dec 7, 2016 | 6 |
| -2.87% | Feb 28, 2017 | 7 | Mar 9, 2017 | 6 | Mar 17, 2017 | 13 |
| -2.74% | Aug 9, 2016 | 13 | Aug 26, 2016 | 7 | Sep 7, 2016 | 20 |
| -2.70% | Apr 2, 2012 | 5 | Apr 10, 2012 | 8 | Apr 20, 2012 | 13 |
| -2.70% | Jul 31, 2012 | 5 | Aug 7, 2012 | 9 | Aug 20, 2012 | 14 |
| -2.35% | Jul 31, 2018 | 6 | Aug 8, 2018 | 8 | Aug 20, 2018 | 14 |
| -2.34% | Feb 19, 2013 | 2 | Feb 21, 2013 | 5 | Feb 28, 2013 | 7 |
| -2.03% | Mar 28, 2013 | 3 | Apr 3, 2013 | 3 | Apr 8, 2013 | 6 |