Income Opportunity Realty Investors, Inc. (IOR)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Income Opportunity Realty Investors, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Income Opportunity Realty Investors, Inc. (IOR) has returned 4.50% so far this year and 4.80% over the past 12 months. Over the last ten years, IOR has returned 9.37% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% 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 +1.43%. At this rate, your 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 31.10%, beta of 0.02, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 18, 1992.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (47.96%) than losses (21.58%) — 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 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Income Opportunity Realty Investors, Inc. (IOR) and compare them to a chosen benchmark (S&P 500 Index).

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 5.85%.

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.