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Performance analysis of Pennymac Mortgage Investment Trust (PMTV)

Annual Return

Since Feb 14, 2025, PMTV has had an average annual return of +4.90%, underperforming the benchmark SPY, which returned +16.78% annual.

20262025
+3.85%+3.11%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.28%+0.63%-0.94%+2.14%+0.52%-0.44%+1.63%+3.85%
2025+0.35%-0.39%+0.08%-2.20%+0.44%+1.76%-0.63%+0.63%+1.46%+0.24%+1.39%+3.11%

Drawdown analysis of Pennymac Mortgage Investment Trust (PMTV)

The maximum drawdown for the PMTV was -3.43%, occurring on Apr 7, 2025. Recovery took 135 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.43%Mar 24, 202510Apr 7, 2025135Oct 20, 2025145
-2.22%Feb 20, 202625Mar 27, 202615Apr 20, 202640
-1.03%Jun 3, 20265Jun 10, 20265Jun 17, 202610
-1.01%Feb 27, 202510Mar 13, 20257Mar 24, 202517
-0.94%Dec 26, 20259Jan 9, 202614Jan 30, 202623
-0.89%Jun 17, 20268Jun 30, 20263Jul 6, 202611
-0.67%May 13, 20264May 19, 20268Jun 1, 202612
-0.60%Nov 4, 202512Nov 20, 20256Dec 1, 202518
-0.59%Feb 19, 20251Feb 20, 20254Feb 26, 20255
-0.43%Apr 27, 20261Apr 28, 20263May 1, 20264
-0.40%Oct 20, 20251Oct 21, 20252Oct 23, 20253
-0.39%Dec 5, 20253Dec 10, 20251Dec 11, 20254
-0.35%Dec 22, 20251Dec 23, 20252Dec 26, 20253
-0.35%Oct 23, 20252Oct 27, 20254Oct 31, 20256
-0.34%Feb 4, 20261Feb 5, 20261Feb 6, 20262
-0.32%Feb 17, 20261Feb 18, 20261Feb 19, 20262
-0.25%May 1, 20261May 4, 20265May 11, 20266
-0.24%Feb 14, 20251Feb 18, 20251Feb 19, 20252
-0.24%Apr 20, 20261Apr 21, 20262Apr 23, 20263
-0.20%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.16%May 11, 20261May 12, 20261May 13, 20262
-0.16%Dec 11, 20251Dec 12, 20252Dec 16, 20253
-0.15%Feb 2, 20261Feb 3, 20261Feb 4, 20262
-0.12%Jul 6, 20261Jul 7, 20261Jul 8, 20262
-0.12%Feb 6, 20261Feb 9, 20261Feb 10, 20262