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Performance analysis of AG Mortgage Investment Trust (MITT-P-C)

Annual Return

Over the past 3 years, MITT-P-C has had an average annual return of +24.42%, outperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, MITT-P-C has had an average annual return of +11.48%, underperforming the benchmark SPY, which returned +13.88% annual.

Since Sep 13, 2019, MITT-P-C has had an average annual return of +9.91%, underperforming the benchmark SPY, which returned +16.35% annual.

20262025202420232022202120202019
+3.39%+13.11%+25.52%+43.95%-25.27%+38.42%-19.24%+6.96%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.76%+1.27%-3.71%+4.31%+1.10%-0.20%+3.39%
2025+1.57%+1%+0.60%-0.50%+1.94%+0.93%+1.61%+1.81%+0.15%+0.65%+1.59%+1.08%+13.11%
2024+8.66%+2.63%-0.17%+1.01%+2.72%+1.53%-0.16%+2.01%+2.17%+1.04%+2%-0.20%+25.52%
2023+11.10%+3.76%-6.91%+1.71%+0.06%+3.35%+8.27%+3.22%-0.11%-3.18%+11.31%+6%+43.95%
2022-1.44%-3.73%+0.48%-10.26%+0.59%-3.81%+1.59%-0.68%-26.83%+11.70%+10.99%-1.36%-25.27%
2021+1.85%+12.04%+3.59%+5.05%+1.95%+2.24%+2.53%+3.08%+0.28%+1.60%-1.20%+0.52%+38.42%
2020+2.51%-4.77%-77.16%+94.47%-9.98%+41.96%+2.94%-1.43%-2.06%+19.80%+25%-2.06%-19.24%
2019+2.43%+0.58%+3.36%+0.45%+6.96%

Drawdown analysis of AG Mortgage Investment Trust (MITT-P-C)

The maximum drawdown for the MITT-P-C was -89.06%, occurring on Mar 24, 2020. Recovery took 295 trading sessions.

The current MITT-P-C drawdown is -0.80%.

Since Sep 13, 2019 MITT-P-C has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-89.06%Jan 31, 202036Mar 24, 2020295May 25, 2021331
-41.43%Nov 4, 2021234Oct 11, 2022286Nov 30, 2023520
-7.50%Apr 1, 20254Apr 7, 202523May 9, 202527
-4.98%Mar 3, 202617Mar 26, 202613Apr 15, 202630
-2.24%Feb 28, 20248Mar 11, 202419Apr 8, 202427
-2.00%Apr 8, 20245Apr 15, 202415May 6, 202420
-1.77%Jan 29, 20248Feb 8, 202410Feb 23, 202418
-1.74%Jul 7, 20217Jul 16, 20215Jul 23, 202112
-1.59%Jul 12, 202410Jul 26, 202413Aug 14, 202423
-1.57%Jun 16, 20212Jun 18, 202111Jul 6, 202113
-1.44%Jul 28, 20212Jul 30, 202111Aug 16, 202113
-1.42%Mar 3, 20259Mar 14, 202512Apr 1, 202521
-1.39%Jun 24, 20245Jul 1, 20244Jul 8, 20249
-1.37%Nov 27, 201910Dec 12, 20197Dec 23, 201917
-1.35%Nov 11, 20192Nov 13, 20196Nov 21, 20198
-1.28%Aug 31, 20214Sep 7, 20211Sep 8, 20215
-1.17%Sep 30, 20199Oct 11, 20194Oct 17, 201913
-1.16%Jul 26, 20211Jul 27, 20211Jul 28, 20212
-1.16%Jan 24, 20201Jan 27, 20204Jan 31, 20205
-1.07%Sep 27, 202112Oct 13, 20219Oct 26, 202121
-1.06%Jan 10, 20242Jan 12, 20242Jan 17, 20244
-1.02%May 15, 20245May 22, 20244May 29, 20249
-0.99%Oct 15, 20254Oct 21, 202513Nov 7, 202517
-0.96%Dec 5, 20234Dec 11, 20232Dec 13, 20236
-0.93%Nov 21, 20193Nov 26, 20191Nov 27, 20194