SUNS vs. MITT

Last updated Apr 1, 2026

Compare and contrast key facts about Sunrise Realty Trust, Inc (SUNS) and AG Mortgage Investment Trust, Inc. (MITT).

Performance

SUNS vs. MITT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sunrise Realty Trust, Inc (SUNS) and AG Mortgage Investment Trust, Inc. (MITT). The values are adjusted to include any dividend payments, if applicable.

SUNS vs. MITT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SUNS Sunrise Realty Trust, Inc	-15.47%	-25.02%	30.17%
MITT AG Mortgage Investment Trust, Inc.	-11.33%	42.79%	1.76%

Fundamentals

Market Cap SUNS : $97.98M MITT : $227.08M
EPS SUNS : $0.93 MITT : $1.59
PE Ratio SUNS : 8.28 MITT : 4.60
PB Ratio SUNS : 0.54 MITT : 0.67
Total Revenue (TTM) SUNS : $0.00 MITT : $293.23M
Gross Profit (TTM) SUNS : $0.00 MITT : $178.83M
EBITDA (TTM) SUNS : $0.00 MITT : $149.25M

Returns By Period

In the year-to-date period, SUNS achieves a -15.47% return, which is significantly lower than MITT's -11.33% return.

SUNS

• 1D: 0.26%
• 1M: -14.93%
• YTD: -15.47%
• 6M: -20.86%
• 1Y: -21.55%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MITT

• 1D: 2.09%
• 1M: -6.61%
• YTD: -11.33%
• 6M: 7.15%
• 1Y: 12.27%
• 3Y*: 21.66%
• 5Y*: 0.45%
• 10Y*: -6.39%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SUNS vs. MITT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SUNS

SUNS Risk / Return Rank: 14
SUNS Sharpe Ratio Rank: 15
SUNS Sortino Ratio Rank: 16
SUNS Omega Ratio Rank: 17
SUNS Calmar Ratio Rank: 15
SUNS Martin Ratio Rank: 7

MITT

MITT Risk / Return Rank: 54
MITT Sharpe Ratio Rank: 56
MITT Sortino Ratio Rank: 50
MITT Omega Ratio Rank: 48
MITT Calmar Ratio Rank: 56
MITT Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SUNS vs. MITT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sunrise Realty Trust, Inc (SUNS) and AG Mortgage Investment Trust, Inc. (MITT). 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.

	SUNS	MITT	Difference
Sharpe ratio Return per unit of total volatility	-0.59	0.39	-0.98
Sortino ratio Return per unit of downside risk	-0.67	0.75	-1.42
Omega ratio Gain probability vs. loss probability	0.92	1.09	-0.17
Calmar ratio Return relative to maximum drawdown	-0.73	0.60	-1.33
Martin ratio Return relative to average drawdown	-1.59	1.63	-3.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUNS vs. MITT - Sharpe Ratio Comparison

The current SUNS Sharpe Ratio is -0.59, which is lower than the MITT Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of SUNS and MITT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SUNS	MITT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.59	0.39	-0.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.01	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.09	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.23	-0.05	-0.18

Correlation

The correlation between SUNS and MITT 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.

Dividends

SUNS vs. MITT - Dividend Comparison

SUNS's dividend yield for the trailing twelve months is around 15.65%, more than MITT's 12.18% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SUNS Sunrise Realty Trust, Inc	15.65%	12.73%	4.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MITT AG Mortgage Investment Trust, Inc.	12.18%	9.98%	11.28%	11.34%	15.25%	7.90%	1.02%	12.32%	12.40%	10.52%	11.10%	17.72%

Drawdowns

SUNS vs. MITT - Drawdown Comparison

The maximum SUNS drawdown since its inception was -44.27%, smaller than the maximum MITT drawdown of -91.49%. Use the drawdown chart below to compare losses from any high point for SUNS and MITT.

Drawdown Indicators

	SUNS	MITT	Difference
Max Drawdown Largest peak-to-trough decline	-44.27%	-91.49%	+47.22%
Max Drawdown (1Y) Largest decline over 1 year	-28.00%	-20.74%	-7.26%
Max Drawdown (5Y) Largest decline over 5 years	—	-71.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-91.49%	—
Current Drawdown Current decline from peak	-40.83%	-73.65%	+32.82%
Average Drawdown Average peak-to-trough decline	-21.90%	-38.30%	+16.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.82%	7.63%	+5.19%

Volatility

SUNS vs. MITT - Volatility Comparison

The current volatility for Sunrise Realty Trust, Inc (SUNS) is 7.45%, while AG Mortgage Investment Trust, Inc. (MITT) has a volatility of 9.96%. This indicates that SUNS experiences smaller price fluctuations and is considered to be less risky than MITT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUNS	MITT	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.45%	9.96%	-2.51%
Volatility (6M) Calculated over the trailing 6-month period	21.37%	19.45%	+1.92%
Volatility (1Y) Calculated over the trailing 1-year period	36.64%	31.54%	+5.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.04%	36.01%	+11.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.04%	67.56%	-20.52%

Financials

SUNS vs. MITT - Profitability Comparison

The chart below illustrates the profitability comparison between Sunrise Realty Trust, Inc and AG Mortgage Investment Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SUNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported a gross profit of -14.59M and revenue of -19.21M. Therefore, the gross margin over that period was 76.0%.

MITT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AG Mortgage Investment Trust, Inc. reported a gross profit of 123.21M and revenue of 132.38M. Therefore, the gross margin over that period was 93.1%.

SUNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported an operating income of -10.51M and revenue of -19.21M, resulting in an operating margin of 54.7%.

MITT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AG Mortgage Investment Trust, Inc. reported an operating income of 128.84M and revenue of 132.38M, resulting in an operating margin of 97.3%.

SUNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sunrise Realty Trust, Inc reported a net income of 1.63M and revenue of -19.21M, resulting in a net margin of -8.5%.

MITT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AG Mortgage Investment Trust, Inc. reported a net income of 13.29M and revenue of 132.38M, resulting in a net margin of 10.0%.