Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOR (Income Opportunity Realty Investors, Inc.) | 2.56% | -2.49% | 17.84% | 6.89% | 10.06% | 13.62% | 5.10% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOR (Income Opportunity Realty Investors, Inc.) | 11/05/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | -2.49 | 17.84 | 6.89 | 10.06 | 13.62 | 5.10 | … | … | 2.56 | -2.50 | -100.00 | 11.57 | 0.50 | 5.38 | -14.09 | 23.71 | -3.70 | 51.78 | -2.41 | 31.23 | 14.23 | 42.57 | 151.80 | -66.51 | -50.60 | 47.37 | 5.56 | -18.80 | 5.56 | 18.13 | 3.76 | -18.02 | 4.50 | 123.26 | 43.33 | -15.09 | -42.39 | 6.98 | 9.55 | 0.00 | 29.75 | 142.00 | 13.64 | 100.00 | -87.50 | -30.16 | -11.27 | -17.44 | -40.28 |
| Sharpe Ratio | NA | -0.18 | 0.24 | 0.13 | 0.17 | NA | NA | … | … | 0.15 | -0.17 | 2.03 | 0.20 | -0.01 | 0.12 | -0.21 | 0.01 | -0.53 | 0.72 | -0.72 | 0.27 | -0.08 | 0.41 | 1.26 | -0.98 | -0.87 | 0.22 | -0.18 | -0.50 | -0.63 | -0.06 | -0.64 | -1.11 | -0.72 | 2.33 | -0.30 | 0.32 | -0.41 | -0.89 | 0.64 | -5.70 | 1.31 | 4.89 | 0.71 | 1.23 | -1.09 | -0.45 | -0.33 | -0.25 | -1.08 |
| Standard Deviation(%) | NA | 27.61 | 54.35 | 57.68 | 52.45 | NA | NA | … | … | 25.39 | 31.63 | 71.01 | 36.75 | 69.99 | 45.92 | 67.72 | 54.54 | 47.38 | 45.38 | 50.23 | 46.23 | 51.86 | 58.07 | 106.73 | 86.84 | 79.63 | 128.24 | 77.08 | 82.54 | 26.85 | 46.12 | 24.74 | 33.71 | 21.35 | 44.90 | 83.85 | 30.90 | 21.96 | 44.57 | 18.18 | 10.90 | 24.08 | 28.88 | 19.00 | 80.59 | 80.01 | 67.38 | 33.99 | 68.45 | 89.75 |
| Draw Down(%) | NA | 9.91 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 9.81 | 13.20 | 100.00 | 14.61 | 33.81 | 19.74 | 42.54 | 23.33 | 28.14 | 18.53 | 17.91 | 26.09 | 29.69 | 18.09 | 33.62 | 76.55 | 58.21 | 52.10 | 60.56 | 45.14 | 25.50 | 48.55 | 30.72 | 39.66 | 30.63 | 24.15 | 55.93 | 39.06 | 49.48 | 28.13 | 6.06 | 6.13 | 16.17 | 14.29 | 10.64 | 42.65 | 92.05 | 54.79 | 34.04 | 49.17 | 50.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.00 | 27.17 | 15.65 | 11.16 | 18.34 | 18.34 | 21.98 | 48.00 | 4.36 | 78.55 | 8.93 | 8.44 | 14.79 | 19.99 | 0.97 |
Data as of 06/04/2026, Common starting date is 11/05/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOR (Income Opportunity Realty Investors, Inc.) |
-58.70%
Oct 1987 – Oct 1990 |
-26.88%
Dec 2006 – Dec 2011 |
-14.12%
Feb 2002 – Feb 2012 |
-2.93%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOR (Income Opportunity Realty Investors, Inc.) |
146.73%
Oct 1990 – Oct 1993 |
90.70%
Oct 1990 – Oct 1995 |
51.35%
Oct 1990 – Oct 2000 |
39.94%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart