MVIS® US Mortgage REITs Index

The MVIS® US Mortgage REITS Index (MVMORT) tracks the performance of the largest and more liquid companies in the US Mortgage REITS Industry. This is a modified market cap-weighted index, and only includes REITs that derive at least 50% of their revenues from Mortgage, such as REITs that are primarily engaged in the purchase or service of commercial or residential mortgage loans or mortgage related securities. MVMORT covers at least 90% of the investable universe.

Index Performance

Index performance of price, total return net and total return gross indexes is displayed in real-time.

PeriodMVMORTMVMORTTGMVMORTTR
Year-to-Date Performance-3.79%0.30%-0.95%
1-Year Performance-28.52%-18.51%-21.67%
3-Year Performance-8.01%26.41%14.87%
5-Year Performance-53.72%-21.58%-33.11%
Since Inception (30 Dec 2004)-85.56%48.89%-28.21%

Index Records

Index highs and lows of price, total return net and total return gross indices are displayed in realtime.

PeriodMVMORTMVMORTTGMVMORTTR
All Time High/Low1,034.79 / 96.61 2,415.50 / 719.80 1,293.72 / 299.56
52-Weeks High/Low201.97 / 130.46 1,860.07 / 1,249.76 925.61 / 616.16
Quarter High/Low144.36 / 131.89 1,488.94 / 1,353.61 717.90 / 653.62
Month High/Low144.36 / 131.89 1,488.94 / 1,353.61 717.90 / 653.62

Index Volatility

Index Volatility are updated daily.

Index Volatility
1-month Volatility27.27
1-year Volatility34.02

Component Performance

Displayed are the best and worst index components over a selected period of time. Data is updated daily.

Best 5 Components1-YearYear-to-Date1-Day
APOLLO COMMERCIAL REAL ESTATE-1.64%3.57%3.67%
PENNYMAC MORTGAGE INVESTMENT-12.29%3.76%4.10%
REDWOOD TRUST INC-30.74%-3.14%3.44%
STARWOOD PROPERTY TRUST INC-14.55%3.18%3.66%
BLACKSTONE MORTGAGE TRUST INC-32.13%-7.03%4.51%
RITHM CAPITAL CORP-14.93%8.62%3.86%
CHIMERA INVESTMENT CORP-39.30%-2.24%4.67%
ARMOUR RESIDENTIAL REIT INC-17.85%-0.89%0.59%
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC-33.40%-13.00%2.01%
LADDER CAPITAL CORP-4.16%2.89%4.56%
AGNC INVESTMENT CORP-10.57%-2.98%0.21%
ARBOR REALTY TRUST INC-8.58%8.44%4.59%
KKR REAL ESTATE FINANCE TRUS-35.50%-12.12%3.78%
DYNEX CAPITAL INC-19.06%-2.99%2.18%
READY CAPITAL CORP-12.84%2.24%7.55%
ELLINGTON FINANCIAL INC-6.40%10.87%2.62%
ARES COMMERCIAL REAL ESTATE CORP-25.17%-3.15%3.34%
BRIGHTSPIRE CAPITAL INC-21.33%4.15%3.98%
MFA FINANCIAL INC-6.04%17.20%3.05%
FRANKLIN BSP REALTY TRUST INC-0.40%11.64%2.72%
ORCHID ISLAND CAPITAL INC-21.62%5.73%0.58%
ANNALY CAPITAL MANAGEMENT INC-13.49%-3.76%0.93%
TWO HARBORS INVESTMENT CORP-27.65%-9.23%2.80%
CLAROS MORTGAGE TRUST INC-41.28%-24.39%5.07%
NEW YORK MORTGAGE TRUST INC-3.75%4.78%3.22%
Worst 5 Components1-YearYear-to-Date1-Day
APOLLO COMMERCIAL REAL ESTATE-1.64%3.57%3.67%
PENNYMAC MORTGAGE INVESTMENT-12.29%3.76%4.10%
REDWOOD TRUST INC-30.74%-3.14%3.44%
STARWOOD PROPERTY TRUST INC-14.55%3.18%3.66%
BLACKSTONE MORTGAGE TRUST INC-32.13%-7.03%4.51%
RITHM CAPITAL CORP-14.93%8.62%3.86%
CHIMERA INVESTMENT CORP-39.30%-2.24%4.67%
ARMOUR RESIDENTIAL REIT INC-17.85%-0.89%0.59%
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC-33.40%-13.00%2.01%
LADDER CAPITAL CORP-4.16%2.89%4.56%
AGNC INVESTMENT CORP-10.57%-2.98%0.21%
ARBOR REALTY TRUST INC-8.58%8.44%4.59%
KKR REAL ESTATE FINANCE TRUS-35.50%-12.12%3.78%
DYNEX CAPITAL INC-19.06%-2.99%2.18%
READY CAPITAL CORP-12.84%2.24%7.55%
ELLINGTON FINANCIAL INC-6.40%10.87%2.62%
ARES COMMERCIAL REAL ESTATE CORP-25.17%-3.15%3.34%
BRIGHTSPIRE CAPITAL INC-21.33%4.15%3.98%
MFA FINANCIAL INC-6.04%17.20%3.05%
FRANKLIN BSP REALTY TRUST INC-0.40%11.64%2.72%
ORCHID ISLAND CAPITAL INC-21.62%5.73%0.58%
ANNALY CAPITAL MANAGEMENT INC-13.49%-3.76%0.93%
TWO HARBORS INVESTMENT CORP-27.65%-9.23%2.80%
CLAROS MORTGAGE TRUST INC-41.28%-24.39%5.07%
NEW YORK MORTGAGE TRUST INC-3.75%4.78%3.22%
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