IVR vs. NYMT
Compare and contrast key facts about Invesco Mortgage Capital Inc. (IVR) and New York Mortgage Trust, Inc. (NYMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVR or NYMT.
Correlation
The correlation between IVR and NYMT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IVR vs. NYMT - Performance Comparison
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Key characteristics
IVR:
-0.07
NYMT:
0.59
IVR:
0.16
NYMT:
1.05
IVR:
1.02
NYMT:
1.13
IVR:
-0.00
NYMT:
0.24
IVR:
-0.03
NYMT:
2.28
IVR:
10.26%
NYMT:
9.08%
IVR:
27.14%
NYMT:
34.48%
IVR:
-94.21%
NYMT:
-97.94%
IVR:
-91.03%
NYMT:
-81.01%
Fundamentals
IVR:
$478.45M
NYMT:
$600.48M
IVR:
$0.65
NYMT:
-$0.06
IVR:
-6.09
NYMT:
0.97
IVR:
6.03
NYMT:
3.12
IVR:
0.86
NYMT:
0.69
IVR:
$45.54M
NYMT:
$283.21M
IVR:
$45.54M
NYMT:
$190.99M
IVR:
$153.12M
NYMT:
$245.46M
Returns By Period
In the year-to-date period, IVR achieves a -1.75% return, which is significantly lower than NYMT's 10.84% return. Over the past 10 years, IVR has underperformed NYMT with an annualized return of -16.11%, while NYMT has yielded a comparatively higher -3.08% annualized return.
IVR
-1.75%
11.05%
-0.44%
-1.76%
-10.04%
-16.11%
NYMT
10.84%
15.02%
16.66%
20.13%
8.08%
-3.08%
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Risk-Adjusted Performance
IVR vs. NYMT — Risk-Adjusted Performance Rank
IVR
NYMT
IVR vs. NYMT - Risk-Adjusted Performance Comparison
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.
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Dividends
IVR vs. NYMT - Dividend Comparison
IVR's dividend yield for the trailing twelve months is around 20.42%, more than NYMT's 12.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVR Invesco Mortgage Capital Inc. | 20.42% | 19.88% | 25.40% | 26.32% | 12.59% | 5.03% | 11.11% | 11.94% | 9.14% | 10.96% | 13.72% | 12.61% |
NYMT New York Mortgage Trust, Inc. | 12.29% | 13.20% | 14.07% | 15.62% | 10.75% | 6.10% | 12.84% | 13.58% | 12.97% | 14.55% | 19.14% | 14.01% |
Drawdowns
IVR vs. NYMT - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
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Volatility
IVR vs. NYMT - Volatility Comparison
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Financials
IVR vs. NYMT - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities