The BalancedInvestor Club

Reit Mortgage Industry Analysis

46 companies analyzed • Returns from -112.0% to +159.8%

Company List (46 Results)

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Industry Performance

(46/46 companies)
2025-09-02 → 2026-08-31
Weighted Avg
-8.3%
Best
+159.8%
Worst
-112.0%
Returns Distribution
Top 5
1. RPT+159.8%2. TWO+20.8%3. NREF+15.0%4. AGNC+9.5%5. NLY+8.6%
Bottom 5
1. LFT-112.0%2. GPMT-98.1%3. RC-88.1%4. ABR-84.7%5. CMTG-82.6%

RPT

+159.8%

Rithm Property Trust Inc.

TWO

+20.8%

Two Harbors Investments Corp

NREF

+15.0%

Nexpoint Real Estate Finance Inc

AGNC

+9.5%

AGNC Investment Corp

NLY

+8.6%

Annaly Capital Management, Inc.

ARR

+6.8%

ARMOUR Residential REIT Inc

DX

+3.5%

Dynex Capital Inc

CHMI

+2.8%

Cherry Hill Mortgage Investment Corp

AGNCZ

+2.0%

AGNC Investment Corp

AGNCL

+1.3%

AGNC Investment Corp

AGNCN

+1.0%

AGNC Investment Corp.

AGNCP

+0.9%

AGNC Investment Corp.

AGNCO

+0.9%

AGNC Investment Corp

AGNCM

+0.0%

AGNC Investment Corp

NYMT

+0.0%

NYMT

EFC

-1.4%

Ellington Financial Inc.

ACRE

-2.6%

Ares Commercial Real Estate

ORC

-6.0%

Orchid Island Capital Inc.

IVR

-6.1%

Invesco Mortgage Capital Inc

MITT

-10.8%

AG Mortgage Investment Trust Inc

1–20 of 46
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Methodology

The Weighted Average return (-8.3%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

43 companies with market cap data included: RPT, TWO, NREF, AGNC, NLY, ARR, DX, CHMI, AGNCN, AGNCP and 33 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer