(MORT) VanEck Mortgage REIT - Performance 3.4% in 12m
Compare MORT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
20.12%
#25 in Group
Rel. Strength
49.47%
#4021 in Universe
Total Return 12m
3.41%
#30 in Group
Total Return 5y
56.98%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: MORT (3.4%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
Performance Comparison: MORT vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for MORT
| Total Return (including Dividends) | MORT | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 9.76% | 11.54% | 13.81% |
| 3 Months | -6.37% | -0.97% | -6.30% |
| 12 Months | 3.41% | 15.45% | 10.65% |
| 5 Years | 56.98% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | MORT | XLRE | S&P 500 |
| 1 Month | 79.5% | 94.5% | 83% |
| 3 Months | -77.7% | -61.6% | -75.3% |
| 12 Months | 26.1% | 32.2% | 50.1% |
| 5 Years | -5.20% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #33 | -1.59% | -3.56% |
| 3 Month | #34 | -5.46% | -0.08% |
| 12 Month | #31 | -10.4% | -6.54% |
| 5 Years | #11 | 5.79% | -24.5% |
FAQs
Does MORT VanEck Mortgage REIT outperforms the market?
No,
over the last 12 months MORT made 3.41%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months MORT made -6.37%, while XLRE made -0.97%.
Over the last 3 months MORT made -6.37%, while XLRE made -0.97%.
Performance Comparison MORT vs Indeces and Sectors
MORT vs. Indices MORT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.98% | -4.05% | 1.56% | -7.24% |
| US NASDAQ 100 | QQQ | -1.17% | -7.60% | 1.35% | -8.23% |
| US Dow Jones Industrial 30 | DIA | -1.39% | -0.23% | 1.85% | -4.30% |
| German DAX 40 | DAX | -0.96% | -5.20% | -24.7% | -22.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.16% | -2.07% | 0.79% | -3.96% |
| Hongkong Hang Seng | HSI | -4.15% | -10.2% | -6.80% | -10.3% |
| India NIFTY 50 | INDA | 3.94% | 4.92% | 1.12% | 3.62% |
| Brasil Bovespa | EWZ | -2.03% | -7.48% | -7.14% | 11.7% |
MORT vs. Sectors MORT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.62% | -3.65% | -5.50% | -18.2% |
| Consumer Discretionary | XLY | -1.36% | -4.47% | 2.54% | -10.9% |
| Consumer Staples | XLP | -0.12% | 3.17% | -5.37% | -5.71% |
| Energy | XLE | -0.80% | 3.0% | 8.15% | 12.9% |
| Financial | XLF | -2.08% | -3.76% | -5.54% | -19.0% |
| Health Care | XLV | 2.03% | 8.89% | 6.55% | 7.47% |
| Industrial | XLI | -2.67% | -7.06% | 0.13% | -7.58% |
| Materials | XLB | -0.78% | -3.80% | 6.45% | 8.64% |
| Real Estate | XLRE | 0.34% | -1.78% | 0.81% | -12.0% |
| Technology | XLK | -2.06% | -11.5% | 4.44% | -3.69% |
| Utilities | XLU | -1.03% | 0.17% | -6.10% | -14.1% |
| Aerospace & Defense | XAR | -2.96% | -11.4% | -9.94% | -23.9% |
| Biotech | XBI | 5.61% | -2.05% | 21.7% | 15.7% |
| Homebuilder | XHB | -1.45% | -1.72% | 14.8% | 11.0% |
| Retail | XRT | -2.88% | -4.89% | 5.80% | 4.89% |