MORT Total Return Calculator
$10,000 since Aug 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in MORT ten years ago, at the end of Oct 2016, was worth $9,695 at the end of Oct 2026 with every distribution reinvested: -0.3% a year, against $41,633 in the S&P 500. Since Aug 2011, $10,000 became $15,109 reinvested (2.8% a year), or $15,091 taking the distributions as cash, $11,967 of it paid out along the way.
MORT became
$15,109
S&P 500: $80,713
Return a year
2.8%
S&P 500: 14.8%
Payouts reinvested
$24,674
bought more shares
Worst drop
-59.7%
S&P 500: -23.9%
$10,000, Aug 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MORT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −18.6% | $2,017 | +11.7% |
| 2025 | +12.2% | $2,191 | +17.7% |
| 2024 | +0.1% | $1,775 | +24.9% |
| 2023 | +14.7% | $1,848 | +26.2% |
| 2022 | −26.9% | $1,845 | −18.2% |
| 2021 | +16.0% | $1,579 | +28.7% |
| 2020 | −22.4% | $1,399 | +18.3% |
| 2019 | +21.2% | $1,580 | +31.2% |
| 2018 | −4.4% | $1,441 | −4.6% |
| 2017 | +18.8% | $1,444 | +21.7% |
| 2016 | +21.9% | $1,286 | +12.0% |
| 2015 | −9.7% | $1,263 | +1.2% |
| 2014 | +17.9% | $1,426 | +13.5% |
| 2013 | +1.1% | $1,750 | +32.3% |
| 2012 | +22.6% | $1,282 | +16.0% |
| 2011 (part) | −1.2% | $550 | +3.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MORT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MORT at the end of Aug 2011, with distributions reinvested, was worth $15,109 at the end of Oct 2026: 2.8% a year, against $80,713 (14.8% a year) in the S&P 500.
- Over the 10 years to Oct 2026, MORT turned $10,000 into $9,695 with distributions reinvested, -0.3% a year.
- Over the 5 years to Oct 2026, MORT returned -6.1% a year with distributions reinvested (S&P 500: 12.0%).
- Taking MORT's distributions as cash instead of reinvesting them, the same $10,000 ended at $15,091, including $11,967 of cash received; reinvesting added $18.
- MORT's best calendar year in that time was 2012 (22.6%) and its worst 2022 (-26.9%), with distributions reinvested.
Cite this page
SmarterDividends, "MORT Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MORT/total-return
MORT total return questions
If I invested $10,000 in MORT 10 years ago, how much would I have?
About $9,695 at the end of Oct 2026, with every distribution reinvested: -0.3% a year. Taking them as cash, you'd have shares worth $3,481 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is MORT's total return since Aug 2011?
51% in total, or 2.8% a year, through Oct 2026 with distributions reinvested. The share price alone fell 69%.
How much of MORT's return came from distributions?
About 100% of its yearly return since Aug 2011. Reinvesting them, rather than taking cash, left you $18 better off on a $10,000 start.
What was MORT's worst year?
2022, at -26.9% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -59.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.