Performance analysis of Pennymac Mortgage Investment Trust (PMTU)
Annual Return
Since Sep 28, 2023, PMTU has had an average annual return of +10.37%, underperforming the benchmark SPY, which returned +24.91% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.87% | +8.87% | +9.01% | +5.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.90% | -0.85% | +1.34% | +0.05% | +0.59% | +0.80% | +3.87% | ||||||
| 2025 | +1.41% | +0.04% | +1.30% | -0.67% | +0.67% | +1.44% | +0.22% | +1.13% | +0.68% | +3% | -1.11% | +0.46% | +8.87% |
| 2024 | +0.20% | -0.16% | +2.08% | +0.91% | +0.39% | +1.07% | +1.37% | +0.76% | +2.29% | -0.83% | +0.62% | +0.00868% | +9.01% |
| 2023 | +0.04% | -0.74% | +2.93% | +3.41% | +5.70% |
Drawdown analysis of Pennymac Mortgage Investment Trust (PMTU)
The maximum drawdown for the PMTU was -2.87%, occurring on Nov 6, 2024. Recovery took 50 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.87% | Sep 27, 2024 | 28 | Nov 6, 2024 | 50 | Jan 22, 2025 | 78 |
| -2.74% | Sep 29, 2023 | 2 | Oct 3, 2023 | 22 | Nov 2, 2023 | 24 |
| -2.64% | Oct 30, 2025 | 18 | Nov 25, 2025 | 43 | Jan 29, 2026 | 61 |
| -2.35% | Mar 21, 2025 | 11 | Apr 7, 2025 | 40 | Jun 4, 2025 | 51 |
| -2.03% | Jan 23, 2025 | 9 | Feb 5, 2025 | 27 | Mar 17, 2025 | 36 |
| -1.55% | Jan 29, 2026 | 4 | Feb 4, 2026 | 11 | Feb 20, 2026 | 15 |
| -1.44% | Jul 30, 2024 | 4 | Aug 5, 2024 | 8 | Aug 15, 2024 | 12 |
| -1.10% | Apr 1, 2026 | 7 | Apr 13, 2026 | 34 | Jun 1, 2026 | 41 |
| -1.06% | Dec 28, 2023 | 4 | Jan 4, 2024 | 42 | Mar 6, 2024 | 46 |
| -1.03% | Aug 29, 2024 | 1 | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 |
| -1.01% | Oct 23, 2025 | 1 | Oct 24, 2025 | 4 | Oct 30, 2025 | 5 |
| -1.00% | Apr 9, 2024 | 5 | Apr 16, 2024 | 26 | May 22, 2024 | 31 |
| -0.93% | Feb 20, 2026 | 5 | Feb 27, 2026 | 18 | Mar 25, 2026 | 23 |
| -0.92% | Nov 9, 2023 | 2 | Nov 13, 2023 | 3 | Nov 16, 2023 | 5 |
| -0.87% | May 24, 2024 | 3 | May 30, 2024 | 4 | Jun 5, 2024 | 7 |
| -0.86% | Jul 10, 2025 | 5 | Jul 17, 2025 | 14 | Aug 6, 2025 | 19 |
| -0.84% | Jun 4, 2025 | 3 | Jun 9, 2025 | 2 | Jun 11, 2025 | 5 |
| -0.79% | Jul 12, 2024 | 3 | Jul 17, 2024 | 5 | Jul 24, 2024 | 8 |
| -0.70% | Jun 27, 2024 | 3 | Jul 2, 2024 | 6 | Jul 11, 2024 | 9 |
| -0.70% | Sep 4, 2025 | 1 | Sep 5, 2025 | 1 | Sep 8, 2025 | 2 |
| -0.69% | Sep 18, 2024 | 2 | Sep 20, 2024 | 5 | Sep 27, 2024 | 7 |
| -0.67% | Mar 25, 2026 | 1 | Mar 26, 2026 | 1 | Mar 27, 2026 | 2 |
| -0.63% | Oct 2, 2025 | 5 | Oct 9, 2025 | 1 | Oct 10, 2025 | 6 |
| -0.62% | Jun 11, 2025 | 1 | Jun 12, 2025 | 7 | Jun 24, 2025 | 8 |
| -0.61% | Jun 13, 2024 | 4 | Jun 20, 2024 | 3 | Jun 25, 2024 | 7 |