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Income Opportunity Realty Investors, Inc. (IOR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4529261087

CUSIP

452926108

Sector

Financial Services

IPO Date

Mar 17, 1992

Highlights

Market Cap

$69.13M

EPS (TTM)

$1.46

PE Ratio

11.64

Total Revenue (TTM)

$4.79M

Gross Profit (TTM)

$4.74M

EBITDA (TTM)

$1.31M

Year Range

$14.75 - $19.00

Short %

0.09%

Short Ratio

0.46

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
IOR vs. ICOW
Popular comparisons:
IOR vs. ICOW

Performance

Performance Chart

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.


-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-1.54%
9.51%
IOR (Income Opportunity Realty Investors, Inc.)
Benchmark (^GSPC)

Returns By Period

Income Opportunity Realty Investors, Inc. had a return of -0.01% year-to-date (YTD) and 28.10% in the last 12 months. Over the past 10 years, Income Opportunity Realty Investors, Inc. had an annualized return of 16.38%, outperforming the S&P 500 benchmark which had an annualized return of 11.29%.


IOR

YTD

-0.01%

1M

-0.02%

6M

-1.54%

1Y

28.10%

5Y*

7.01%

10Y*

16.38%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of IOR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.56%-0.01%
20244.48%15.71%3.33%1.55%-4.12%-0.31%3.39%0.05%3.99%-2.92%-5.66%12.43%34.33%
20233.16%-6.32%-1.95%-0.26%-3.09%4.36%2.35%3.83%-8.61%4.04%12.07%3.08%11.57%
2022-3.43%35.18%-20.26%-0.48%3.63%0.08%-9.35%1.98%5.31%-2.40%-1.48%-0.08%0.50%
2021-2.91%3.26%-2.01%10.68%-2.78%6.95%-1.56%-2.54%-9.43%15.89%-2.48%-5.08%5.38%
2020-4.17%-3.16%-16.02%-9.60%12.69%6.00%11.96%-3.97%-0.87%-1.26%0.69%-3.66%-14.09%
2019-1.23%2.75%4.87%-3.14%4.64%12.16%-2.73%3.53%-3.23%2.78%-10.29%13.79%23.70%
2018-1.65%-11.01%20.62%5.98%11.61%-3.54%-1.87%-8.24%-1.96%-1.56%-3.79%-4.38%-3.72%
201721.42%8.31%-8.85%0.47%-2.51%9.68%7.45%-8.81%-1.79%7.82%-3.17%17.37%51.83%
20160.94%-4.68%5.05%2.25%-8.97%0.90%6.38%-0.71%-0.00%3.60%-7.34%1.39%-2.40%
20159.76%2.29%1.25%3.55%6.56%4.20%17.45%-2.29%-3.51%-9.58%-1.21%1.48%31.21%
201418.24%0.34%2.70%12.50%-7.75%-0.00%3.01%-2.31%-6.30%9.58%-1.84%-10.93%14.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, IOR is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IOR is 8383
Overall Rank
The Sharpe Ratio Rank of IOR is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of IOR is 7575
Sortino Ratio Rank
The Omega Ratio Rank of IOR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of IOR is 8787
Calmar Ratio Rank
The Martin Ratio Rank of IOR is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Income Opportunity Realty Investors, Inc. (IOR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IOR, currently valued at 1.16, compared to the broader market-2.000.002.004.001.161.77
The chart of Sortino ratio for IOR, currently valued at 1.83, compared to the broader market-6.00-4.00-2.000.002.004.006.001.832.39
The chart of Omega ratio for IOR, currently valued at 1.31, compared to the broader market0.501.001.502.001.311.32
The chart of Calmar ratio for IOR, currently valued at 1.70, compared to the broader market0.002.004.006.001.702.66
The chart of Martin ratio for IOR, currently valued at 8.41, compared to the broader market0.0010.0020.0030.008.4110.85
IOR
^GSPC

The current Income Opportunity Realty Investors, Inc. Sharpe ratio is 1.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Income Opportunity Realty Investors, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.16
1.77
IOR (Income Opportunity Realty Investors, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Income Opportunity Realty Investors, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.27%
0
IOR (Income Opportunity Realty Investors, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

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 1116 trading sessions.

The current Income Opportunity Realty Investors, Inc. drawdown is 5.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-90.94%Jun 22, 2005871Dec 15, 20111116Mar 12, 20181987
-74.53%Sep 5, 1997400Jun 16, 2000162Sep 19, 2001562
-44.53%Sep 23, 2019110Apr 27, 202062Sep 8, 2020172
-41.04%Nov 6, 200276Jul 22, 2003198May 16, 2005274
-37.76%Sep 18, 2020445Mar 17, 2023161Feb 21, 2024606

Volatility

Volatility Chart

The current Income Opportunity Realty Investors, Inc. volatility is 14.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
14.87%
3.19%
IOR (Income Opportunity Realty Investors, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Income Opportunity Realty Investors, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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