SUNS vs. MITT

Last updated Jun 4, 2026

SUNS (Sunrise Realty Trust, Inc) and MITT (AG Mortgage Investment Trust, Inc.) are both stocks. Both operate in the REIT - Mortgage industry within the Real Estate sector. Over the past year, SUNS returned -12.21% vs 12.41% for MITT. At a 0.27 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, SUNS achieves a -6.44% return, which is significantly higher than MITT's -8.17% return.

SUNS

• 1D: -2.86%
• 1M: 13.05%
• YTD: -6.44%
• 6M: -8.80%
• 1Y: -12.21%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MITT

• 1D: -3.44%
• 1M: -2.82%
• YTD: -8.17%
• 6M: -4.02%
• 1Y: 12.41%
• 3Y*: 22.87%
• 5Y*: 1.15%
• 10Y*: -6.95%

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

SUNS vs. MITT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SUNS Sunrise Realty Trust, Inc	-6.44%	-25.02%	30.17%
MITT AG Mortgage Investment Trust, Inc.	-8.17%	42.79%	1.76%

Correlation

The correlation between SUNS and MITT is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (All Time) Calculated using the full available price history since Jul 11, 2024	0.27

The correlation between SUNS and MITT shifts across timeframes, from 0.27 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap SUNS : $113.13M MITT : $240.26M
EPS SUNS : $1.01 MITT : $1.09
PE Ratio SUNS : 8.40 MITT : 6.95
PS Ratio SUNS : 3.53 MITT : 0.47
PB Ratio SUNS : 0.62 MITT : 0.74
Total Revenue (TTM) SUNS : $31.69M MITT : $492.91M
Gross Profit (TTM) SUNS : $25.08M MITT : $464.48M
EBITDA (TTM) SUNS : $18.21M MITT : $457.33M

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: 25
SUNS Sharpe Ratio Rank: 24
SUNS Sortino Ratio Rank: 21
SUNS Omega Ratio Rank: 23
SUNS Calmar Ratio Rank: 28
SUNS Martin Ratio Rank: 27

MITT

MITT Risk / Return Rank: 52
MITT Sharpe Ratio Rank: 56
MITT Sortino Ratio Rank: 49
MITT Omega Ratio Rank: 47
MITT Calmar Ratio Rank: 54
MITT Martin Ratio Rank: 56

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	-0.40	0.44	-0.84
Sortino ratio Return per unit of downside risk	-0.41	0.79	-1.21
Omega ratio Gain probability vs. loss probability	0.96	1.10	-0.14
Calmar ratio Return relative to maximum drawdown	-0.40	0.60	-1.00
Martin ratio Return relative to average drawdown	-0.76	1.50	-2.26
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 -0.40, which is lower than the MITT Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of SUNS and MITT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SUNS	MITT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.40	0.44	-0.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.03	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.10	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.10	-0.05	-0.06

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	-30.82%	-20.74%	-10.08%
Max Drawdown (3Y) Largest decline over 3 years	—	-25.77%	—
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	-34.51%	-72.72%	+38.21%
Average Drawdown Average peak-to-trough decline	-23.50%	-38.69%	+15.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.11%	8.29%	+7.82%

Volatility

SUNS vs. MITT - Volatility Comparison

Sunrise Realty Trust, Inc (SUNS) has a higher volatility of 11.31% compared to AG Mortgage Investment Trust, Inc. (MITT) at 7.30%. This indicates that SUNS's price experiences larger fluctuations and is considered to be riskier 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	11.31%	7.30%	+4.01%
Volatility (6M) Calculated over the trailing 6-month period	21.00%	20.07%	+0.93%
Volatility (1Y) Calculated over the trailing 1-year period	30.90%	28.44%	+2.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	45.99%	35.59%	+10.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.99%	67.65%	-21.66%

Dividends

SUNS vs. MITT - Dividend Comparison

SUNS's dividend yield for the trailing twelve months is around 14.13%, more than MITT's 11.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MITT AG Mortgage Investment Trust, Inc.	11.76%	9.98%	11.28%	11.34%	15.25%	7.90%	1.02%	12.32%	12.40%	10.52%	11.10%	17.72%
SUNS Sunrise Realty Trust, Inc	14.13%	12.73%	4.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 Jun 2026, Sunrise Realty Trust, Inc reported a gross profit of 8.64M and revenue of 10.27M. Therefore, the gross margin over that period was 84.1%.

MITT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AG Mortgage Investment Trust, Inc. reported a gross profit of 120.82M and revenue of 130.09M. Therefore, the gross margin over that period was 92.9%.

SUNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sunrise Realty Trust, Inc reported an operating income of 7.22M and revenue of 10.27M, resulting in an operating margin of 70.3%.

MITT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AG Mortgage Investment Trust, Inc. reported an operating income of 103.79M and revenue of 130.09M, resulting in an operating margin of 79.8%.

SUNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sunrise Realty Trust, Inc reported a net income of 4.25M and revenue of 10.27M, resulting in a net margin of 41.4%.

MITT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AG Mortgage Investment Trust, Inc. reported a net income of -3.56M and revenue of 130.09M, resulting in a net margin of -2.7%.

Frequently Asked Questions

Can I hold both SUNS and MITT in my portfolio?

SUNS and MITT have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SUNS or MITT?

SUNS has higher volatility (11.31%) compared to MITT (7.30%). In terms of maximum drawdown, SUNS dropped -44.27% vs MITT's -91.49%.

Which has better risk-adjusted returns?

MITT currently has the higher Sharpe Ratio (0.44 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.