(IOR) Income Opportunity - Performance 4.8% in 12m
Compare IOR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.10%
#9 in Group
Rel. Strength
63.78%
#2895 in Universe
Total Return 12m
4.80%
#13 in Group
Total Return 5y
78.10%
#12 in Group
P/E 11.6
61th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.03%
30th Percentile in Group
12m Total Return: IOR (4.8%) vs XLF (19%)
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 |
|---|---|---|---|---|---|---|---|---|
| LADR NYSE Ladder Capital |
-10.2% | 7.81% | 127% | 11.9 | 9.83 | 1.89 | 42.1% | - |
| EFC NYSE Ellington Financial |
-8.4% | 22.5% | 125% | 9.14 | 7.75 | 0.86 | -23.1% | -20.1% |
| ABR NYSE Arbor Realty Trust |
-10.2% | 0.23% | 212% | 9.5 | - | 1.2 | -78.4% | -9.19% |
| RWT NYSE Redwood Trust |
-10.8% | 9.03% | 165% | 16.7 | 9.09 | 1.39 | -43.5% | -20% |
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 | 2.65% | -4.51% | -5.89% |
| 3 Months | -1.07% | -7.56% | -12.45% |
| 12 Months | 4.80% | 18.95% | 6.72% |
| 5 Years | 78.10% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | IOR | XLF | S&P 500 |
| 1 Month | 68.7% | -71.4% | -74.5% |
| 3 Months | -50.1% | -76.1% | -88.2% |
| 12 Months | 77.4% | 87.3% | 66.1% |
| 5 Years | 61.3% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #1 | 7.50% | 9.07% |
| 3 Month | #4 | 7.03% | 13.0% |
| 12 Month | #12 | -9.60% | -1.77% |
| 5 Years | #12 | -23.5% | -11.4% |
FAQs
Does IOR Income Opportunity outperforms the market?
No,
over the last 12 months IOR made 4.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months IOR made -1.07%, while XLF made -7.56%.
Over the last 3 months IOR made -1.07%, while XLF made -7.56%.
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 | 0.38% | 8.54% | 14.1% | -1.92% |
| US NASDAQ 100 | QQQ | 1.24% | 8.93% | 14.7% | -0.73% |
| US Dow Jones Industrial 30 | DIA | 1.55% | 8.47% | 13.6% | -0.51% |
| German DAX 40 | DAX | -4.98% | 12.1% | -2.92% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.33% | 10.2% | 11.9% | -1.09% |
| Hongkong Hang Seng | HSI | -3.91% | 12.5% | 12.6% | -11.4% |
| India NIFTY 50 | INDA | -3.99% | -2.12% | 11.7% | 1.73% |
| Brasil Bovespa | EWZ | -3.18% | 7.73% | 11.2% | 14.3% |
IOR vs. Sectors IOR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.13% | 8.31% | 5.33% | -8.74% |
| Consumer Discretionary | XLY | 1.25% | 6.57% | 11.4% | -4.42% |
| Consumer Staples | XLP | -2.92% | -0.55% | 3.92% | -9.14% |
| Energy | XLE | -4.34% | 12.7% | 13.1% | 15.1% |
| Financial | XLF | -0.99% | 7.16% | 6.02% | -14.2% |
| Health Care | XLV | -0.02% | 10.0% | 15.5% | 5.34% |
| Industrial | XLI | -0.74% | 7.35% | 14.1% | -0.56% |
| Materials | XLB | -1.34% | 9.30% | 21.2% | 12.3% |
| Real Estate | XLRE | -4.96% | 5.54% | 12.8% | -12.3% |
| Technology | XLK | 1.74% | 11.6% | 21.0% | 6.01% |
| Utilities | XLU | -2.93% | 3.07% | 8.40% | -19.6% |
| Aerospace & Defense | XAR | -1.31% | 2.61% | 4.38% | -19.4% |
| Biotech | XBI | -3.18% | 14.5% | 28.7% | 13.7% |
| Homebuilder | XHB | -0.57% | 9.49% | 32.0% | 13.9% |
| Retail | XRT | -1.32% | 4.76% | 18.8% | 9.19% |