MITT vs. SWLGX
Compare and contrast key facts about AG Mortgage Investment Trust, Inc. (MITT) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MITT or SWLGX.
Correlation
The correlation between MITT and SWLGX is 0.28, 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
MITT vs. SWLGX - Performance Comparison
Key characteristics
MITT:
0.93
SWLGX:
0.21
MITT:
1.40
SWLGX:
0.47
MITT:
1.19
SWLGX:
1.06
MITT:
0.33
SWLGX:
0.22
MITT:
3.49
SWLGX:
0.84
MITT:
8.08%
SWLGX:
6.17%
MITT:
30.31%
SWLGX:
24.61%
MITT:
-91.49%
SWLGX:
-33.28%
MITT:
-79.81%
SWLGX:
-18.14%
Returns By Period
In the year-to-date period, MITT achieves a -2.97% return, which is significantly higher than SWLGX's -14.69% return.
MITT
-2.97%
-17.17%
-12.21%
27.29%
1.65%
-11.18%
SWLGX
-14.69%
-7.32%
-10.46%
6.63%
15.75%
N/A
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Risk-Adjusted Performance
MITT vs. SWLGX — Risk-Adjusted Performance Rank
MITT
SWLGX
MITT vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AG Mortgage Investment Trust, Inc. (MITT) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
Dividends
MITT vs. SWLGX - Dividend Comparison
MITT's dividend yield for the trailing twelve months is around 12.26%, more than SWLGX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITT AG Mortgage Investment Trust, Inc. | 12.26% | 11.28% | 11.34% | 15.25% | 7.90% | 1.02% | 12.32% | 12.40% | 10.52% | 11.10% | 17.72% | 12.92% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.61% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MITT vs. SWLGX - Drawdown Comparison
The maximum MITT drawdown since its inception was -91.49%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for MITT and SWLGX. For additional features, visit the drawdowns tool.
Volatility
MITT vs. SWLGX - Volatility Comparison
The current volatility for AG Mortgage Investment Trust, Inc. (MITT) is 14.29%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 16.04%. This indicates that MITT experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.