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Portfolio of High-Yield Residential and Commercial Mortgage REITs

The following 16 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.

These stocks are interest rate sensitive and their prices can be volatile.

Residential and Commercial Mortgage REITs
Stock
Quote
Dividend & Dividend Yield
1-Year Price Chart
AG Mortgage Investment Trust
1.90 (10.94)%
American Capital Agency
2.16 (11.23)%
Annaly Capital Management
1.20 (11.10)%
Anworth Mortgage Asset Corporation
0.60 (11.13)%
Apollo Commercial Real Estate Finance
1.84 (10.27)%
Blackstone Mortgage Trust
2.48 (8.21)%
Capstead Mortgage Corporation
0.92 (8.94)%
Chimera Investment
2.00 (10.48)%
Dynex Capital
0.84 (12.48)%
Invesco Mortgage Capital
1.60 (10.74)%
MFA Financial
0.80 (10.06)%
New York Mortgage Trust
0.96 (15.26)%
PennyMac Mortgage Investment Trust
1.88 (11.39)%
Starwood Property Trust
1.92 (8.59)%
Two Harbors Investment
0.96 (10.40)%
Western Asset Mortgage Capital
1.24 (12.98)%
Dividend data from Yahoo! Finance as of Mar-16-2017. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Residential and Commercial Mortgage REITs portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 7 stocks included in the portfolio computations are: NLY, ANH, BXMT, CMO, DX, MFA and NYMT. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. The 9 stocks excluded from the portfolio computations because of insufficient price data are: MITT, AGNC, ARI, CIM, IVR, PMT, STWD, TWO and WMC.


Residential and Commercial Mortgage REITs - Return Results
Portfolio:
Residential and Commercial Mortgage REITs
Start date:
Mar-26-2007
Start value:
$10,000
End date:
Mar-24-2017
End value:
$21,114
Number prices
522
Minimum value occurred on Nov-17-2008
$6,013
Maximum value occurred on Feb-27-2017
$21,216
Total gain or loss (Start date to End date)
111.14%
Annualized gain or loss (Start date to End date)
7.73%
Total dollar value on End date of a $10,000 purchase made on Start date
$21,114
Average percent return for all possible buy/sell combinations
42.19%
Number returns
135,981
Number profitable returns (Winners)
121,794
Percent profitable returns
89.57%
Number unprofitable returns (Losers)
14,187
Percent unprofitable returns
10.43%
Winners to losers ratio
8.58
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Residential and Commercial Mortgage REITs using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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