Income Opportunity Realty Investors, Inc. (IOR)

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Income Opportunity Realty Investors, Inc. (IOR) is up 1.4% since the beginning of the year. At $18 per share, IOR is trading 9.6% below its 52-week high of $20. Investors who bought $1,000 worth of IOR shares 5 years ago would now be looking at an investment worth $1,388.

Income Opportunity Realty Investors, Inc. (IOR) has returned 1.42% so far this year and -3.37% over the past 12 months. Over the last ten years, IOR has returned 9.86% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Mar 17, 1992, IOR's average daily return is +0.11%, while the average monthly return is +1.41%. At this rate, an investment would double in approximately 4.1 years.

Historically, 47% of months were positive and 53% were negative. The best month was Apr 2009 with a return of +56.7%, while the worst month was Mar 2009 at -40.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, IOR closed higher 22% of trading days. The best single day was Jul 1, 1996 with a return of +100.0%, while the worst single day was Jul 3, 1996 at -48.2%.

Income Opportunity Realty Investors, Inc. has an annualized alpha of 30.73%, beta of 0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 17, 1992.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (46.75%) than losses (21.77%) - typical of diversified or defensive assets.
• Beta of 0.02 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IOR ranks 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Income Opportunity Realty Investors, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Income Opportunity Realty Investors, Inc. was 90.94%, occurring on Dec 15, 2011. Recovery took 1567 trading sessions.

The current Income Opportunity Realty Investors, Inc. drawdown is 8.62%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Income Opportunity Realty Investors, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Income Opportunity Realty Investors, Inc. is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.