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Performance analysis of Pennymac Mortgage Investment Trust (PMTW)

Annual Return

Since Jun 12, 2025, PMTW has had an average annual return of +10.54%, underperforming the benchmark SPY, which returned +22.08% annual.

20262025
+3.74%+7.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.12%+1.30%-1.66%+2.78%+0.39%-0.43%+1.48%+3.74%
2025+0.97%+1.03%+2.07%+0.44%+1.50%-0.43%+1.87%+7.67%

Drawdown analysis of Pennymac Mortgage Investment Trust (PMTW)

The maximum drawdown for the PMTW was -1.73%, occurring on Mar 27, 2026. Recovery took 10 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-1.73%Feb 25, 202622Mar 27, 202610Apr 13, 202632
-0.94%Jun 16, 20269Jun 30, 20265Jul 8, 202614
-0.79%Dec 30, 20254Jan 6, 202618Feb 2, 202622
-0.75%Apr 27, 20262Apr 29, 20262May 1, 20264
-0.73%Nov 5, 202511Nov 20, 20258Dec 3, 202519
-0.72%Sep 5, 20252Sep 9, 202515Sep 30, 202517
-0.71%Jun 2, 20268Jun 12, 20262Jun 16, 202610
-0.67%May 1, 202613May 20, 20268Jun 2, 202621
-0.59%Oct 8, 20253Oct 13, 20253Oct 16, 20256
-0.47%Aug 25, 20252Aug 27, 20252Aug 29, 20254
-0.46%Oct 23, 20254Oct 29, 20252Oct 31, 20256
-0.37%Dec 8, 20251Dec 9, 20254Dec 15, 20255
-0.36%Jun 26, 20252Jun 30, 202512Jul 17, 202514
-0.28%Jul 25, 20251Jul 28, 20254Aug 1, 20255
-0.27%Oct 16, 20251Oct 17, 20251Oct 20, 20252
-0.24%Jul 22, 20251Jul 23, 20252Jul 25, 20253
-0.23%Aug 6, 20252Aug 8, 20251Aug 11, 20253
-0.20%Aug 29, 20251Sep 2, 20252Sep 4, 20253
-0.19%Aug 12, 20252Aug 14, 20252Aug 18, 20254
-0.17%Jul 8, 20261Jul 9, 20262Jul 13, 20263
-0.12%Apr 14, 20261Apr 15, 20261Apr 16, 20262
-0.10%Dec 18, 20251Dec 19, 20251Dec 22, 20252
-0.10%Dec 22, 20252Dec 24, 20253Dec 30, 20255
-0.08%Feb 2, 20261Feb 3, 20262Feb 5, 20263
-0.08%Apr 22, 20262Apr 24, 20261Apr 27, 20263