(IOR) Income Opportunity - Performance 2.9% in 12m
Compare IOR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.10%
#8 in Group
Rel. Strength
46.50%
#4270 in Universe
Total Return 12m
2.94%
#22 in Group
Total Return 5y
94.44%
#10 in Group
P/E 15.4
70th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.98%
20th Percentile in Group
12m Total Return: IOR (2.9%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mortgage REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EFC NYSE Ellington Financial |
-0.76% | 28.8% | 136% | 8.89 | 9.07 | 0.86 | 15.0% | -4.42% |
| LADR NYSE Ladder Capital |
-8.5% | 5.51% | 106% | 12.5 | 9.83 | 1.89 | 13.3% | 15.7% |
| ABR NYSE Arbor Realty Trust |
-1.87% | 1.91% | 192% | 9.58 | - | 1.2 | -70.0% | -9.38% |
| RWT NYSE Redwood Trust |
2.31% | 24.4% | 161% | 18.8 | 9.23 | 1.39 | -15.6% | -23.3% |
Performance Comparison: IOR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IOR
| Total Return (including Dividends) | IOR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.00% | -2.11% | -0.87% |
| 3 Months | -0.23% | -4.92% | -7.58% |
| 12 Months | 2.94% | 22.69% | 11.88% |
| 5 Years | 94.44% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | IOR | XLF | S&P 500 |
| 1 Month | 9.90% | 27.8% | 23% |
| 3 Months | -24.6% | -81% | -88.5% |
| 12 Months | 74.9% | 83.7% | 55.1% |
| 5 Years | 61.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #4 | 2.15% | 0.87% |
| 3 Month | #8 | 4.94% | 7.95% |
| 12 Month | #22 | -16.1% | -7.99% |
| 5 Years | #10 | -20.6% | -7.55% |
FAQs
Does IOR Income Opportunity outperforms the market?
No,
over the last 12 months IOR made 2.94%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IOR made -0.23%, while XLF made -4.92%.
Over the last 3 months IOR made -0.23%, while XLF made -4.92%.
Performance Comparison IOR vs Indeces and Sectors
IOR vs. Indices IOR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.71% | 0.87% | 4.98% | -8.94% |
| US NASDAQ 100 | QQQ | -3.74% | -1.40% | 4.55% | -9.73% |
| US Dow Jones Industrial 30 | DIA | -1.77% | 3.18% | 5.07% | -6.26% |
| German DAX 40 | DAX | -1.48% | -1.32% | -14.5% | -21.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.25% | 2.82% | 7.97% | -3.02% |
| Hongkong Hang Seng | HSI | -1.72% | -0.06% | 3.06% | -11.0% |
| India NIFTY 50 | INDA | 0.13% | -4.06% | 4.69% | -0.13% |
| Brasil Bovespa | EWZ | -1.91% | -4.60% | 1.28% | 8.76% |
IOR vs. Sectors IOR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.96% | 1.05% | -1.15% | -21.0% |
| Consumer Discretionary | XLY | -2.79% | 0.10% | 2.47% | -10.4% |
| Consumer Staples | XLP | 0.79% | -0.20% | -0.33% | -8.26% |
| Energy | XLE | 1.77% | 13.9% | 10.8% | 14.0% |
| Financial | XLF | -1.32% | 2.11% | -2.62% | -19.8% |
| Health Care | XLV | -2.63% | 3.79% | 6.67% | 1.22% |
| Industrial | XLI | -3.13% | -0.11% | 4.27% | -6.65% |
| Materials | XLB | -2.10% | 2.43% | 12.4% | 6.46% |
| Real Estate | XLRE | -1.19% | 1.31% | 5.87% | -15.2% |
| Technology | XLK | -5.16% | -1.69% | 8.32% | -4.79% |
| Utilities | XLU | 0.13% | -0.06% | 2.86% | -18.9% |
| Aerospace & Defense | XAR | -3.66% | -6.39% | -8.55% | -23.6% |
| Biotech | XBI | -4.01% | -2.28% | 17.6% | 4.77% |
| Homebuilder | XHB | -2.02% | 2.27% | 19.8% | 9.97% |
| Retail | XRT | -1.14% | 0.56% | 10.6% | 5.68% |