MORT ETF

$10.08

Returns Overview

1 Month
+0.60%
3 Months
+2.70%
6 Months
-0.84%
YTD
-2.57%
1 Year
+11.92%
3 Years
+10.22%
5 Years
-1.91%
10 Years
+2.52%

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
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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

+0.60%

3 Months Performance

+2.70%

6 Months Performance

-0.84%

1 Year Performance

+11.92%

Benchmark & Peers

Benchmark
S&P 500 Index Total Return(NA)
This ETF (YTD)
-2.57%
Peer Avg (YTD)
+8.90%
vs Peers
-11.47%

MORT ETF Performance

MORT performance across multiple time periods: 1-month 0.60%, YTD -2.57%, 1-year 11.92%, 3-year 10.22%, 5-year -1.91%, 10-year 2.52%.

MORT returns trail the peer average of 8.90% 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

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.60%May 18, 2026 to Jun 18, 2026
3 Months+2.70%Mar 18, 2026 to Jun 18, 2026
6 Months-0.84%Dec 18, 2025 to Jun 18, 2026
1 Year+11.92%N/A
3 Years+10.22%N/A
5 Years-1.91%N/A

All returns shown are total returns, not annualized