Performance analysis of Income Opportunity Realty Investors (IOR)
Annual Return
Over the past 3 years, IOR has had an average annual return of +20.29%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IOR has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IOR has had an average annual return of +10.44%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, IOR has had an average annual return of +10.31%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.81% | -2.50% | +34.33% | +11.57% | +0.50% | +5.38% | -14.09% | +23.70% | -3.69% | +51.78% | -2.40% | +31.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.24% | +42.57% | +151.80% | -66.51% | -50.59% | +47.37% | +5.56% | -18.80% | +5.55% | +18.13% | +3.76% | -18.02% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.50% | +123.25% | +52.41% | +18.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.56% | +4.44% | -2.45% | -2.40% | +0.56% | +2.44% | +11.17% | +16.81% | |||||
| 2025 | -2.56% | -1.94% | +1.74% | +0% | +5.66% | +2.22% | -1.06% | -2.67% | -1.15% | -1.06% | +0.56% | -1.96% | -2.50% |
| 2024 | +4.48% | +15.71% | +3.33% | +1.55% | -4.12% | -0.31% | +3.39% | +0.05% | +3.99% | -2.92% | -5.66% | +12.43% | +34.33% |
| 2023 | +3.16% | -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% | +3.64% | +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% | -16.00% | -9.62% | +12.69% | +6.01% | +11.95% | -3.97% | -0.87% | -1.26% | +0.69% | -3.66% | -14.09% |
| 2019 | -1.23% | +2.75% | +4.89% | -3.17% | +4.64% | +12.16% | -2.71% | +3.50% | -3.23% | +2.78% | -10.29% | +13.79% | +23.70% |
| 2018 | -1.62% | -11.01% | +20.62% | +5.98% | +11.61% | -3.54% | -1.87% | -8.24% | -2.00% | -1.53% | -3.79% | -4.38% | -3.69% |
| 2017 | +21.42% | +8.31% | -8.85% | +0.47% | -2.51% | +9.68% | +7.45% | -8.81% | -1.74% | +7.74% | -3.18% | +17.37% | +51.78% |
Drawdown analysis of Income Opportunity Realty Investors (IOR)
The maximum drawdown for the IOR was -90.94%, occurring on Dec 15, 2011. Recovery took 1567 trading sessions.
The current IOR drawdown is -1.20%.
Since Nov 1, 1999 IOR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 8 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.94% | Jun 21, 2005 | 1633 | Dec 15, 2011 | 1567 | Mar 12, 2018 | 3200 |
| -54.95% | Mar 23, 2000 | 59 | Jun 16, 2000 | 9 | Jun 29, 2000 | 68 |
| -44.53% | Sep 20, 2019 | 150 | Apr 27, 2020 | 93 | Sep 8, 2020 | 243 |
| -41.04% | Oct 31, 2002 | 180 | Jul 22, 2003 | 457 | May 16, 2005 | 637 |
| -37.77% | Sep 17, 2020 | 628 | Mar 17, 2023 | 233 | Feb 21, 2024 | 861 |
| -31.23% | Aug 24, 2000 | 163 | Apr 19, 2001 | 51 | Jul 2, 2001 | 214 |
| -31.08% | Nov 5, 2001 | 224 | Sep 26, 2002 | 24 | Oct 30, 2002 | 248 |
| -28.14% | May 25, 2018 | 148 | Dec 27, 2018 | 162 | Aug 20, 2019 | 310 |
| -17.40% | Jul 11, 2024 | 8 | Jul 23, 2024 | 242 | Jul 11, 2025 | 250 |
| -15.53% | Jul 6, 2001 | 8 | Jul 18, 2001 | 12 | Aug 3, 2001 | 20 |
| -15.05% | Aug 20, 2019 | 18 | Sep 16, 2019 | 4 | Sep 20, 2019 | 22 |
| -14.44% | Feb 21, 2024 | 1 | Feb 22, 2024 | 96 | Jul 11, 2024 | 97 |
| -12.50% | Jan 10, 2000 | 19 | Feb 7, 2000 | 19 | Mar 6, 2000 | 38 |
| -11.58% | Mar 16, 2018 | 16 | Apr 10, 2018 | 8 | Apr 20, 2018 | 24 |
| -11.51% | May 4, 2018 | 4 | May 10, 2018 | 11 | May 25, 2018 | 15 |
| -11.19% | Jul 11, 2025 | 230 | Jun 10, 2026 | 23 | Jul 15, 2026 | 253 |
| -8.51% | Nov 18, 1999 | 9 | Dec 2, 1999 | 23 | Jan 5, 2000 | 32 |
| -8.47% | Jul 3, 2000 | 18 | Jul 28, 2000 | 3 | Aug 2, 2000 | 21 |
| -6.13% | Mar 6, 2000 | 3 | Mar 9, 2000 | 1 | Mar 10, 2000 | 4 |
| -5.66% | Mar 15, 2000 | 1 | Mar 16, 2000 | 3 | Mar 21, 2000 | 4 |
| -5.45% | Sep 14, 2020 | 2 | Sep 16, 2020 | 1 | Sep 17, 2020 | 3 |
| -5.12% | Jun 15, 2005 | 1 | Jun 16, 2005 | 1 | Jun 17, 2005 | 2 |
| -4.65% | May 31, 2005 | 2 | Jun 2, 2005 | 2 | Jun 6, 2005 | 4 |
| -3.92% | Aug 16, 2001 | 4 | Aug 22, 2001 | 12 | Sep 10, 2001 | 16 |
| -3.90% | Apr 20, 2018 | 1 | Apr 23, 2018 | 6 | May 1, 2018 | 7 |