MORT ETF

MORT ETF
$9.65
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Returns Overview

1 Month
-2.44%
3 Months
-4.47%
6 Months
-5.73%
YTD
-0.43%
1 Year
+7.14%
3 Years (annualized)
+4.77%
5 Years (annualized)
-1.35%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MORT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
-0.43%
Peer Avg (YTD)
+12.53%
vs Peers
-12.96%

MORT ETF Performance

MORT performance across multiple time periods: 1-month -2.44%, YTD -0.43%, 1-year 7.14%, 3-year 4.77%, 5-year -1.35%, 10-year 1.97%.

MORT returns trail the peer average of 12.53% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this ETF.

MORT vs another fund shows side-by-side returns. MORT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.44%N/A
3 Months-4.47%N/A
6 Months-5.73%N/A
1 Year+7.14%N/A
3 Years+4.77%N/A
5 Years-1.35%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized