TPG Mortgage Investment Trust, Inc. (MITT) Stock Total Returns

Growth of $10,000 chart

2021-04-16 to 2026-04-16
to
$
%
%
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Investment Performance

Final Value
$10,763
Total Return
7.63%
CAGR
1.48%
Dividends
$4,358.90
Yield on Cost
43.59%

Rolling Returns

1-Month (21 Trading Days)
Average+0.70%
Median+0.28%
Best+47.62%
Worst-37.70%
% of Windows Positive51.0%
1-Year (252 Trading Days)
Average+5.61%
Median+12.59%
Best+67.35%
Worst-66.57%
% of Windows Positive67.0%
3-Year (756 Trading Days)
Average+27.88%
Median+14.87%
Best+167.49%
Worst-38.60%
% of Windows Positive57.7%

Risk Metrics

Maximum Drawdown -71.82%
Average Drawdown -34.62%
Drawdown Duration 1218 Trading Days (Unrecovered)
Sortino Ratio 0.31
Calmar Ratio 0.02
CVaR (5%) -5.28%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -5.81% (-18.64% ann.) $581.01 $281.70 $56.35 $0.45
2025 +39.88% +$3988.07 $1322.96 $264.59 $2.12
2024 +14.45% +$1444.63 $1222.92 $244.59 $1.97
2023 +32.26% +$3225.76 $1411.17 $282.23 $2.24
2022 -42.26% $4225.72 $818.02 $163.61 $1.29
2021 +22.46% +$2246.40 $933.69 $186.73 $1.50
2020 -80.72% $8071.83 $19.45 $3.89 $0.03
2019 +6.42% +$641.61 $1235.12 $247.03 $1.98
2018 -8.42% $841.73 $1073.71 $214.74 $1.72
2017 +20.86% +$2085.68 $1207.48 $241.50 $1.93
2016 +47.53% +$4753.13 $1542.32 $308.47 $2.47
2015 -22.88% $2287.76 $1272.14 $254.43 $2.04
2014 +31.61% +$3161.02 $1595.76 $319.15 $2.55
2013 -25.41% $2540.59 $1237.33 $247.47 $1.98
2012 +29.85% +$2985.21 $1540.55 $308.10 $2.46
2011 partial +7.27% (+15.03% ann.) +$726.59 $566.48 $113.29 $0.91

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial June 30, 2011 – July 25, 2012 +21.06% +19.55% +$2106.00 $1323.33 $264.66 $2.12
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +58.88% +6.31% +$5887.60 $11073.73 $2214.76 $17.73
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -83.13% -100.00% $8313.32 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +26.17% +45.36% +$2616.84 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +31.68% +29.84% +$3168.24 $839.42 $167.87 $1.36
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -45.00% -47.00% $4500.19 $837.53 $167.52 $1.33
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +72.05% +34.01% +$7205.22 $2527.04 $505.42 $4.01
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 16, 2026 +17.36% +10.70% +$1736.21 $2022.18 $404.44 $3.25

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2011-09-28 $1.2000 2.16%
2011-12-28 $2.1000 3.41%
2012-03-28 $2.1000 3.49%
2012-06-27 $2.1000 3.34%
2012-09-14 $2.3100 3.18%
2012-12-14 $2.4000 3.24%
2013-03-14 $2.4000 3.01%
2013-06-14 $2.4000 3.72%
2013-09-17 $1.8000 3.44%
2013-12-16 $1.8000 3.75%
2014-03-14 $1.8000 3.30%
2014-06-17 $1.8000 3.09%
2014-09-18 $1.8000 3.11%
2014-12-16 $1.8000 3.18%
2015-03-19 $1.8000 3.12%
2015-06-18 $1.8000 3.21%
2015-09-17 $1.8000 3.63%
2015-12-17 $1.4250 3.51%
2016-03-17 $1.4250 3.65%
2016-06-16 $1.4250 3.27%
2016-09-21 $1.4250 2.93%
2016-12-15 $1.4250 2.67%
2017-03-17 $1.4250 2.67%
2017-06-15 $1.4250 2.49%
2017-09-28 $1.7250 2.93%
2017-12-28 $1.4250 2.44%
2018-03-28 $1.4250 2.70%
2018-06-28 $1.5000 2.64%
2018-09-27 $1.5000 2.72%
2018-12-28 $1.5000 3.03%
2019-03-28 $1.5000 2.88%
2019-06-27 $1.5000 3.10%
2019-09-27 $1.3500 2.85%
2019-12-30 $1.3500 2.81%
2020-12-30 $0.0900 0.96%
2021-03-31 $0.1800 1.43%
2021-06-29 $0.2100 1.60%
2021-09-29 $0.2100 1.84%
2021-12-30 $0.2100 2.00%
2022-03-30 $0.2100 2.20%
2022-06-29 $0.2100 2.94%
2022-09-29 $0.2100 4.29%
2022-12-29 $0.1800 3.30%
2023-03-30 $0.1800 3.15%
2023-06-29 $0.1800 2.86%
2023-09-28 $0.1800 3.21%
2023-11-02 $0.0800 1.57%
2023-11-29 $0.0500 0.96%
2023-12-28 $0.0500 0.78%
2024-03-27 $0.1800 2.97%
2024-06-28 $0.1900 2.83%
2024-09-30 $0.1900 2.44%
2024-12-31 $0.1900 2.78%
2025-03-31 $0.2000 2.67%
2025-06-30 $0.2100 2.64%
2025-09-30 $0.2100 2.77%
2025-12-31 $0.2300 2.61%
2026-03-31 $0.2400 3.24%
Total 58 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-29 $183.24 $36.65 $0.30 11.5564
2021-09-29 $185.68 $37.13 $0.30 13.1187
2021-12-30 $188.42 $37.69 $0.30 14.5494
2022-03-30 $191.49 $38.29 $0.30 16.8370
2022-06-29 $195.01 $39.01 $0.30 23.1014
2022-09-29 $199.87 $39.98 $0.32 38.0851
2022-12-29 $178.16 $35.64 $0.28 26.4903
2023-03-30 $182.94 $36.59 $0.30 26.2698
2023-06-29 $187.67 $37.54 $0.30 24.5230
2023-09-28 $192.07 $38.42 $0.30 27.9853
2023-11-02 $87.60 $17.52 $0.13 13.6883
2023-11-29 $55.44 $11.08 $0.09 8.2736
2023-12-28 $55.85 $11.17 $0.09 6.9569
2024-03-27 $202.33 $40.48 $0.32 26.8781
2024-06-28 $218.68 $43.74 $0.35 26.2935
2024-09-30 $223.67 $44.73 $0.37 23.7786
2024-12-31 $228.19 $45.64 $0.37 27.3962
2025-03-31 $245.68 $49.14 $0.39 26.8696
2025-06-30 $263.61 $52.72 $0.43 27.8756
2025-09-30 $269.46 $53.89 $0.43 29.7147
2025-12-31 $301.94 $60.39 $0.48 28.2957
2026-03-31 $321.88 $64.38 $0.52 35.1550
Total $4358.90 $871.79 $6.98 503.6921

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

TPH

CAGR 7.04% Total 145.46% Final $24,546
2013-01-31 — 2026-04-16
COTY

CAGR -13.61% Total -84.72% Final $1,528
2013-06-13 — 2026-04-16
MARA

CAGR -15.43% Total -90.34% Final $965.72
2012-05-04 — 2026-04-16