NYMT vs. IVR
Compare and contrast key facts about New York Mortgage Trust, Inc. (NYMT) and Invesco Mortgage Capital Inc. (IVR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NYMT or IVR.
Correlation
The correlation between NYMT and IVR 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
NYMT vs. IVR - Performance Comparison
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Key characteristics
NYMT:
0.59
IVR:
-0.07
NYMT:
1.05
IVR:
0.16
NYMT:
1.13
IVR:
1.02
NYMT:
0.24
IVR:
-0.00
NYMT:
2.28
IVR:
-0.03
NYMT:
9.08%
IVR:
10.26%
NYMT:
34.48%
IVR:
27.14%
NYMT:
-97.94%
IVR:
-94.21%
NYMT:
-81.01%
IVR:
-91.03%
Fundamentals
NYMT:
$600.48M
IVR:
$478.45M
NYMT:
-$0.06
IVR:
$0.65
NYMT:
0.97
IVR:
-6.09
NYMT:
3.12
IVR:
6.03
NYMT:
0.69
IVR:
0.86
NYMT:
$283.21M
IVR:
$45.54M
NYMT:
$190.99M
IVR:
$45.54M
NYMT:
$245.46M
IVR:
$153.12M
Returns By Period
In the year-to-date period, NYMT achieves a 10.84% return, which is significantly higher than IVR's -1.75% return. Over the past 10 years, NYMT has outperformed IVR with an annualized return of -3.08%, while IVR has yielded a comparatively lower -16.11% annualized return.
NYMT
10.84%
15.02%
16.66%
20.13%
8.08%
-3.08%
IVR
-1.75%
11.05%
-0.44%
-1.76%
-10.04%
-16.11%
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Risk-Adjusted Performance
NYMT vs. IVR — Risk-Adjusted Performance Rank
NYMT
IVR
NYMT vs. IVR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New York Mortgage Trust, Inc. (NYMT) and Invesco Mortgage Capital Inc. (IVR). 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
NYMT vs. IVR - Dividend Comparison
NYMT's dividend yield for the trailing twelve months is around 12.29%, less than IVR's 20.42% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
NYMT vs. IVR - Drawdown Comparison
The maximum NYMT drawdown since its inception was -97.94%, roughly equal to the maximum IVR drawdown of -94.21%. Use the drawdown chart below to compare losses from any high point for NYMT and IVR. For additional features, visit the drawdowns tool.
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Volatility
NYMT vs. IVR - Volatility Comparison
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Financials
NYMT vs. IVR - Financials Comparison
This section allows you to compare key financial metrics between New York Mortgage Trust, Inc. and Invesco Mortgage Capital 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