MORT ETF

Returns Overview

1 Month
+3.42%
3 Months
+4.69%
6 Months
+2.04%
YTD
+0.24%
1 Year
+11.26%
3 Years (annualized)
+7.10%
5 Years (annualized)
-1.57%
10 Years (annualized)
+2.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
+0.24%
Peer Avg (YTD)
+11.24%
vs Peers
-11.00%

MORT ETF Performance

MORT performance across multiple time periods: 1-month 3.42%, YTD 0.24%, 1-year 11.26%, 3-year 7.10%, 5-year -1.57%, 10-year 2.54%.

MORT returns trail the peer average of 11.24% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.42%N/A
3 Months+4.69%N/A
6 Months+2.04%N/A
1 Year+11.26%N/A
3 Years+7.10%N/A
5 Years-1.57%N/A

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