IVR vs. NYMT

In the year-to-date period, IVR achieves a -3.83% return, which is significantly lower than NYMT's 11.18% return. Over the past 10 years, IVR has underperformed NYMT with an annualized return of -16.22%, while NYMT has yielded a comparatively higher -3.15% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and New York Mortgage Trust, Inc. (NYMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current IVR Sharpe Ratio is -0.14, which is lower than the NYMT Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of IVR and NYMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IVR's dividend yield for the trailing twelve months is around 20.87%, more than NYMT's 12.25% yield.

The maximum IVR drawdown since its inception was -94.21%, roughly equal to the maximum NYMT drawdown of -97.94%. Use the drawdown chart below to compare losses from any high point for IVR and NYMT.

The current volatility for Invesco Mortgage Capital Inc. (IVR) is 6.95%, while New York Mortgage Trust, Inc. (NYMT) has a volatility of 14.39%. This indicates that IVR experiences smaller price fluctuations and is considered to be less risky than NYMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Invesco Mortgage Capital Inc. and New York Mortgage Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.