If you'd invested in PennyMac Mortgage Investment Trust (PMT): performance and returns

PennyMac Mortgage Investment Trust · Real Estate · ref. ETF XLRE · price $9.33
Logo PennyMac Mortgage Investment TrustSee the full PennyMac Mortgage Investment Trust (PMT) profile
In short — $1,000 invested in PennyMac Mortgage Investment Trust 10 years ago would be worth $663 today, i.e. -4%/yr on average. Best year: 2023 (+21%), worst: 2022 (-29%). Price performance, excluding dividends.

Looking for PennyMac Mortgage Investment Trust's share price history and how much the stock has returned? Here's its year-by-year performance and what $1,000 invested at different dates would be worth today.

📈 1-year price
$9.33-23.4% over range
Aug 28, 25low $9.23 · high $13.81Aug 27, 26
📏 Click 2 points (left → right) to measure the change · click again to clear.
SellBuy
Hold
20% recommend buying · 5 analysts

💰 Calculator: how much would PennyMac Mortgage Investment Trust have returned?

This calculator shows how much PennyMac Mortgage Investment Trust stock would have returned based on the amount invested and the starting year. Pick a sum and a year and you'll instantly see what it would be worth today and the total gain. Real prices, excluding dividends.

If I'd invested $1,000 in PennyMac Mortgage Investment Trust

InvestmentWorth todayGain
1 years ago$804-20%
3 years ago$817-18%
5 years ago$575-42%
10 years ago$663-34%
since inception (2009)$512-49%

Return by year (PennyMac Mortgage Investment Trust)

YearReturn$1,000 invested at year start
2026 (YTD)-19%$806 (-19%)
20250%$804 (-20%)
2024-16%$677 (-32%)
2023+21%$817 (-18%)
2022-29%$584 (-42%)
2021-1%$575 (-42%)
2020-21%$454 (-55%)
2019+20%$544 (-46%)
2018+16%$630 (-37%)
2017-2%$618 (-38%)
2016+7%$663 (-34%)
⚠️ Past performance, not predictive nor advice. Prices in $, excluding dividends. Yahoo Finance data.

Frequently asked questions

How much does PMT return?

$1,000 invested in PennyMac Mortgage Investment Trust 10 years ago would be worth $663 today, i.e. -4%/yr on average (price, excluding dividends).

What was PMT's best/worst year?

Best year: 2023 (+21%). Worst year: 2022 (-29%). Year-by-year detail is above.

How much would $1,000 invested in PMT since inception be worth?

Since 2009, $1,000 would have become $512 (-49%). Past performance is not a guarantee.

Do PennyMac Mortgage Investment Trust's returns include dividends?

No — these returns are price-only. If PennyMac Mortgage Investment Trust pays a dividend, its total return would be somewhat higher — see its dividend page.

What is PennyMac Mortgage Investment Trust's average annual return (ROI)?

PennyMac Mortgage Investment Trust's return on investment is about -4%/yr over 10 years (price, excluding dividends), versus the S&P 500's ~10%/yr over the long run.

💬 A question about PennyMac Mortgage Investment Trust? The JPI assistant answers using our backtest data.
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