Other

Capital loss carryforwards

New York Mortgage Trust Capital loss carryforwards decreased by 45.7% to $11.78M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 43.3%, from $20.76M to $11.78M. Over 5 years (FY 2020 to FY 2025), Capital loss carryforwards shows an upward trend with a 37.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2015
Last reportedQ1 2026May 1, 2026

How to read this metric

An increase indicates accumulated capital losses available to shield future gains, while a decrease indicates utilization or expiration of these losses.

Detailed definition

This represents the tax benefit of capital losses that can be carried forward to offset future capital gains for tax pur...

Peer comparison

Common across all sectors; peers with volatile asset divestiture histories often show significant fluctuations in this balance.

Metric ID: other_deferred_tax_assets_capital_loss_carryforwards

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$4.98M$7.48M$7.55M$7.63M$7.65M$5.56M$16.05M$16.12M$16.66M$17.33M$19.60M$25.40M$25.80M$15.81M$16.26M$20.76M$20.17M$20.72M$21.68M$11.78M
QoQ Change+50.2%+0.9%+1.1%+0.3%-27.4%+188.7%+0.4%+3.4%+4.0%+13.1%+29.6%+1.6%-38.7%+2.9%+27.7%-2.8%+2.7%+4.6%-45.7%
YoY Change+53.7%-25.7%+112.5%+111.2%+117.7%+211.8%+22.1%+57.6%+54.8%-8.8%-17.0%-18.3%-21.8%+31.1%+33.3%-43.3%
Range$4.98M$25.80M
CAGR+19.9%
Avg YoY Growth+41.9%
Median YoY Growth+32.2%

Capital loss carryforwards at Other Companies

Frequently Asked Questions

What is New York Mortgage Trust's capital loss carryforwards?
New York Mortgage Trust (ADAM) reported capital loss carryforwards of $11.78M in Q1 2026.
How has New York Mortgage Trust's capital loss carryforwards changed year-over-year?
New York Mortgage Trust's capital loss carryforwards decreased by 43.3% year-over-year, from $20.76M to $11.78M.
What is the long-term trend for New York Mortgage Trust's capital loss carryforwards?
Over 5 years (2020 to 2025), New York Mortgage Trust's capital loss carryforwards has grown at a 37.3% compound annual growth rate (CAGR), from $4.44M to $21.68M.
What does capital loss carryforwards mean?
The value of past capital losses that can be used to reduce future tax bills on capital gains.