PennyMac Mortgage Investment Trust Strategic Asset Allocation Index
PennyMac Mortgage Investment Trust strategic asset allocation index. PennyMac Mortgage Investment Trust (PMT) has a Strategic Asset Allocation Index of 254.9% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $4.79 Billion) total $4.79 Billion, measured against net assets of $1.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PMT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of PennyMac Mortgage Investment Trust (2011–2024)
Strategic asset allocation index of PennyMac Mortgage Investment Trust from 2011 to 2024. This chart shows how PennyMac Mortgage Investment Trust's Strategic Asset Allocation Index has evolved across 14 annual periods from 2011 to 2024. As of September 2025, the index stands at 254.9%, representing strategic assets of $4.79 Billion against net assets of $1.88 Billion USD. Check how tangible is PennyMac Mortgage Investment Trust's equity to evaluate the tangible quality of the company's equity base.
PennyMac Mortgage Investment Trust Strategic Asset Allocation Index by Year (2011–2024)
PennyMac Mortgage Investment Trust strategic asset allocation index by year from 2011 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for PennyMac Mortgage Investment Trust from 2011 to 2024, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see PMT company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 215.0% | $4.17 Billion | $- | $4.17 Billion | $1.94 Billion | ▼ -38.7 pp |
| 2023 | 253.7% | $4.96 Billion | $- | $4.96 Billion | $1.96 Billion | ▲ +13.5 pp |
| 2022 | 240.2% | $4.71 Billion | $- | $4.71 Billion | $1.96 Billion | ▲ +120.5 pp |
| 2021 | 119.7% | $2.83 Billion | $- | $2.83 Billion | $2.37 Billion | ▲ +114.2 pp |
| 2020 | 5.5% | $127.30 Million | $- | $127.30 Million | $2.30 Billion | ▼ -9.9 pp |
| 2019 | 15.5% | $378.94 Million | $0.00 | $378.94 Million | $2.45 Billion | ▼ -8.3 pp |
| 2018 | 23.8% | $372.06 Million | $43.11 Million | $328.95 Million | $1.57 Billion | ▲ +4.4 pp |
| 2017 | 19.4% | $299.16 Million | $44.22 Million | $254.93 Million | $1.54 Billion | ▼ -126.9 pp |
| 2016 | 146.3% | $1.98 Billion | $274.07 Million | $1.70 Billion | $1.35 Billion | ▼ -134.5 pp |
| 2015 | 280.7% | $4.20 Billion | $341.85 Million | $3.86 Billion | $1.50 Billion | ▲ +47.6 pp |
| 2014 | 233.1% | $3.68 Billion | $303.23 Million | $3.38 Billion | $1.58 Billion | ▲ +50.3 pp |
| 2013 | 182.8% | $2.68 Billion | $138.94 Million | $2.54 Billion | $1.47 Billion | ▼ -6.7 pp |
| 2012 | 189.5% | $2.28 Billion | $88.08 Million | $2.19 Billion | $1.20 Billion | ▲ +189.5 pp |
| 2011 | 0.0% | $0.00 | $0.00 | $- | $546.02 Million | — |