PennyMac Mortgage Investment Trust (PMT) — 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 how leveraged is PennyMac Mortgage Investment Trust's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
PennyMac Mortgage Investment Trust Strategic Asset Allocation Index (2011–2024)
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. For live market cap and overall valuation, see market value of PennyMac Mortgage Investment Trust.
Annual Strategic Asset Allocation Index for PennyMac Mortgage Investment Trust (2011–2024)
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. See shareholders equity of PennyMac Mortgage Investment Trust for net asset value and shareholders' equity analysis.
| 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 | — |