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Performance analysis of Cherry Hill Mortgage Investment (CHMI)

Annual Return

Over the past 3 years, CHMI has had an average annual return of -2.78%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, CHMI has had an average annual return of -10.67%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, CHMI has had an average annual return of -4.44%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Oct 4, 2013, CHMI has had an average annual return of -2.49%, underperforming the benchmark SPY, which returned +14.18% annual.

202620252024202320222021202020192018201720162015
-0.45%+15.34%-21.87%-18.86%-16.60%+1.61%-27.52%-6.73%+9.62%+9.81%+58.93%-20.31%
20142013
+15.45%-1.38%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.49%-2.23%-1.13%+6.80%-11.24%+2.11%+0.86%-0.45%
2025+24.62%+7.29%-2.27%-8.49%-1.99%-2.69%+1.82%+3.24%-13.23%-0.84%+5.06%+6.43%+15.34%
2024-11.14%-1.39%+4.33%-2.82%+5.23%+4.43%+5.50%-7.82%+7.08%-7.44%-17.56%+0.72%-21.87%
2023+20.51%-2.71%-14.89%+0.18%-11.20%+1.39%-9.94%-9.43%-1.79%-20.15%+32.65%+6.25%-18.86%
2022-1.93%-7.28%+6.23%-15.16%+5.96%-3.81%+11.09%-9.00%-20.10%+10.59%+8.83%+2.71%-16.60%
2021-3.72%+11.59%-2.24%+8.36%-2.96%+3.16%-6.59%-0.98%+0.30%+2.70%-6.25%-0.16%+1.61%
2020+5.28%-7.16%-53.93%+12.25%+24%+7.60%+2.33%+3.58%-3.27%+2%-1.09%+3.90%-27.52%
2019+5.47%+0.21%-4.62%+0.23%-5.56%+1.19%-3.19%-22.34%+12.23%+3.21%+10.80%+0.11%-6.73%
2018-5.72%-4.96%+11.88%+0.45%+2.04%+2.05%+3.14%+0.98%-0.04%-1.05%+6.14%-4.39%+9.62%
2017-1.60%+3.64%-5.45%+1.75%+4.02%+4.74%+3.90%-3.70%+0.58%+0.61%+0.06%+1.40%+9.81%

Drawdown analysis of Cherry Hill Mortgage Investment (CHMI)

The maximum drawdown for the CHMI was -81.77%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current CHMI drawdown is -61.18%.

Since Oct 4, 2013 CHMI has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-81.77%Mar 14, 2019267Apr 3, 2020OngoingOngoingOngoing
-25.38%Jul 24, 2014368Jan 8, 2016148Aug 10, 2016516
-13.43%Mar 17, 20175Mar 24, 201766Jun 28, 201771
-13.06%Oct 20, 201788Feb 28, 201850May 10, 2018138
-10.45%Nov 19, 201823Dec 24, 20188Jan 7, 201931
-8.05%Sep 27, 201623Oct 28, 201616Nov 21, 201639
-6.59%Sep 10, 201824Oct 12, 201818Nov 7, 201842
-6.46%May 30, 20184Jun 5, 201861Aug 30, 201865
-6.42%Jan 10, 201715Feb 1, 201729Mar 15, 201744
-6.41%Aug 8, 201727Sep 15, 201725Oct 20, 201752
-6.09%Jan 16, 201434Mar 7, 201414Mar 27, 201448
-5.95%Oct 4, 201348Dec 12, 201313Jan 2, 201461
-3.09%Apr 24, 201415May 15, 201421Jun 16, 201436
-2.74%Jun 28, 20175Jul 6, 201710Jul 20, 201715
-2.48%Sep 8, 20163Sep 13, 20162Sep 15, 20165
-2.39%Dec 12, 20163Dec 15, 20169Dec 29, 201612
-2.32%Apr 2, 20149Apr 15, 20142Apr 17, 201411
-2.23%Jun 27, 20149Jul 11, 20143Jul 16, 201412
-2.13%Feb 6, 201920Mar 7, 20195Mar 14, 201925
-1.77%Jan 7, 20196Jan 15, 201914Feb 5, 201920
-1.61%Nov 29, 20161Nov 30, 20163Dec 5, 20164
-1.21%May 23, 20181May 24, 20183May 30, 20184
-1.18%Jun 24, 20141Jun 25, 20141Jun 26, 20142
-1.13%Nov 22, 20161Nov 23, 20161Nov 25, 20162
-0.97%Jan 4, 20171Jan 5, 20172Jan 9, 20173