(SPMB) Portfolio Mortgage Backed - NYSE

ETF Category: Government Mortgage-Backed Bond | Exchange: NYSE (USA) | Market Cap: 7.013m USD | Total Return: 6.2% in 12m

Mortgage Bonds, Government Securities, Debt Instruments
Total Rating 51
Safety 68
Buy Signal -0.42
Government Mortgage-Backed Bond
Category Rotation: -1.7
TER: 0.04%
AUM: 7.01B
Avg Turnover: 26.9M
Risk 3d forecast
Volatility4.93%
VaR 5th Pctl0.90%
VaR vs Median1.74%
Reward TTM
Sharpe Ratio0.46
Rel. Str. IBD30.4
Rel. Str. Peer Group41.7
Character TTM
Beta0.064
Beta Downside0.021
Hurst Exponent0.486
Drawdowns 3y
Max DD7.66%
CAGR/Max DD0.57
CAGR/Mean DD2.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPMB Portfolio Mortgage Backed

SPMB is an exchange-traded fund designed to track the performance of the U.S. agency mortgage pass-through segment of the investment-grade bond market. The fund allocates at least 80% of its assets to securities within its underlying index or those with nearly identical economic characteristics. These assets primarily consist of residential mortgage-backed securities (MBS) issued by government-sponsored entities such as Ginnie Mae, Fannie Mae, and Freddie Mac.

The business model relies on the cash flows generated by pools of residential mortgages, where principal and interest payments are passed through to bondholders. Because these securities carry the implicit or explicit guarantee of the U.S. government, they typically offer higher yields than Treasury bonds while maintaining a low profile of credit risk. Investors often use this asset class to gain exposure to the housing markets debt obligations with reduced volatility compared to equities.

For a deeper look into how these fixed-income metrics align with your portfolio goals, you can explore the data further on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate policy shifts impact underlying bond valuations
  • Mortgage prepayment rates fluctuate based on prevailing national refinancing activity
  • Agency mortgage-backed security spreads widen or tighten relative to Treasuries
  • US housing market volume drives new issuance of agency pass-through securities
What is the price of SPMB shares?

As of June 20, 2026, the stock is trading at USD 22.29 with a total of 1,179,379 shares traded.
Over the past week, the price has changed by -0.04%, over one month by +1.82%, over three months by +0.45% and over the past year by +6.24%.

Is SPMB a buy, sell or hold?

Portfolio Mortgage Backed has no consensus analysts rating.