Mortgage Real Estate Investment Trusts (REITs) Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1ORGN Origin Materials
252.92
(0.06)
 4.93 
(0.28)
2IOR Income Opportunity Realty
34.71
 0.21 
 216.64 
 45.20 
3505742AM8 Ladder Capital Finance
0.0
(0.11)
 0.46 
(0.05)
4505742AP1 US505742AP10
0.0
(0.14)
 0.70 
(0.09)
5505742AG1 Ladder Capital Finance
0.0
(0.15)
 0.66 
(0.10)
6DDT Dillards Capital Trust
-1.29
 0.04 
 0.33 
 0.01 
7ABR Arbor Realty Trust
-2.71
 0.13 
 1.44 
 0.19 
8LOAN Manhattan Bridge Capital
-16.08
 0.03 
 1.60 
 0.05 
9STWD Starwood Property Trust
-17.7
 0.00 
 1.07 
 0.00 
10DX Dynex Capital
-23.74
 0.06 
 0.96 
 0.06 
11LADR Ladder Capital Corp
-30.37
 0.00 
 1.13 
 0.00 
12EFC Ellington Financial
-31.91
(0.08)
 0.86 
(0.07)
13AFCG AFC Gamma
-38.82
(0.01)
 1.49 
(0.02)
14EARN Ellington Residential Mortgage
-39.73
(0.02)
 1.09 
(0.02)
15KREF KKR Real Estate
-41.84
 0.03 
 1.41 
 0.04 
16PMT PennyMac Mortgage Investment
-41.86
(0.03)
 0.87 
(0.03)
17AGNC AGNC Investment Corp
-43.76
(0.01)
 1.12 
(0.01)
18NLY Annaly Capital Management
-46.13
 0.04 
 1.03 
 0.04 
19BXMT Blackstone Mortgage Trust
-48.07
 0.08 
 1.43 
 0.11 
20ARI Apollo Commercial Real
-49.08
(0.09)
 1.40 
(0.13)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.