MORT ETF

$10.16
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Returns Overview

1 Month
+2.83%
3 Months
+4.48%
6 Months
+7.19%
YTD
+1.02%
1 Year
+6.88%
3 Years
+3.48%
5 Years
+2.05%
10 Years
+4.25%

Risk Metrics (5-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
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📉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

+2.83%

3 Months Performance

+4.48%

6 Months Performance

+7.19%

1 Year Performance

+6.88%

Benchmark & Peers

Benchmark
S&P 500 Index Total Return(NA)
This ETF (YTD)
+1.02%
Peer Avg (YTD)
+2.68%
vs Peers
-1.67%

MORT ETF Performance

MORT performance across multiple time periods: 1-month 2.83%, YTD 1.02%, 1-year 6.88%, 3-year 3.48%, 5-year 2.05%, 10-year 4.25%.

MORT returns trail the peer average of 2.68% YTD. With an expense ratio of 0.42%, 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

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.83%N/A
3 Months+4.48%N/A
6 Months+7.19%N/A
1 Year+6.88%N/A
3 Years+3.48%N/A
5 Years+2.05%N/A

All returns shown are total returns, not annualized