MORT ETF Analysis: Mortgage REIT Income | NYSE

Real Estate | NYSE, USA | Market Cap: 391m USD | 12M Return: 4.8% | Charts, Fundamentals & Technical Analysis

Mortgage REITs, Residential Loans, Commercial Loans
Total Rating 30
Safety 43
Buy Signal -1.01
Real Estate
Category Rotation: -3.3
TER: 0.43%
AUM: 391M
Avg Turnover: 7.49M
Risk 3d forecast
Volatility28.5%
VaR 5th Pctl5.33%
VaR vs Median3.79%
Reward TTM
Sharpe Ratio0.12
Rel. Str. IBD25.1
Rel. Str. Peer Group3.8
Character TTM
Beta0.644
Beta Downside0.693
Hurst Exponent0.516
Drawdowns 3y
Max DD21.99%
CAGR/Max DD0.32
CAGR/Mean DD1.17

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.7% 0
Feb -0.9% 13
Mar +0.3% 13
Apr +0.4% 13
May -0.8% 0
Jun +0.7% 37
Jul +1.4% 28
Aug -0.8% 0
Sep -2.3% 52
Oct -2.5% 29
Nov +0.9% 26
Dec -0.3% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MORT Mortgage REIT Income

The VanEck Mortgage REIT Income ETF (MORT) is a passively managed exchange-traded fund that seeks to track its benchmark index by investing at least 80% of its total assets in the constituent securities of the Mortgage REITs Index. The underlying index provides exposure to U.S. mortgage real estate investment trusts across small-, medium-, and large-capitalization segments, and the fund operates as a non-diversified product, meaning its holdings may be concentrated in a relatively limited number of issuers. Mortgage REITs differ from traditional equity REITs in that they generally finance residential and commercial real estate by investing in mortgage-related assets or originating loans, generating income primarily from the interest spread between their assets and funding sources rather than from property operations.

Headlines to Watch Out For
  • Fed rate cuts compress mortgage REIT spreads
  • Mortgage prepayment speeds accelerate as rates fall
  • MBS spreads widen on credit market stress
What is the price of MORT shares?

As of July 02, 2026, the stock is trading at USD 9.89 with a total of 1,325,788 shares traded. Over the past week, the price has changed by -2.27%, over one month by -1.40%, over three months by +0.41% and over the past year by +4.84%.

Current recommended Stop Loss: 9.60 (which is 2.9% or 2.1 ATR below the current price).

Is MORT a buy, sell or hold?

Mortgage REIT Income has no consensus analysts rating.