1-year period
Sep 18, 2025 – Sep 18, 2026+3.45%cumulative total return
#64 of 97 eligible investments on these dates.
63 investments have a higher return.
(64 − 1) ÷ (97 − 1)≈ 0.6563
Armchair Insider
IYRI NEOS Real Estate High Income
Real estate exposure with option income.
Total-return consistency rank#55100 eligible investments
The recent period is the weaker standing, setting a ranking score of 0.6563. Lower scores rank first.
Hypothetical investment
Growth of $10,000
Dividends reinvested · no additional contributions
IYRI would be worth$11,243Available history · 5Y requested · as of Sep 18, 2026
S&P 500 (SPY)$13,102Same $10,000 · same dates
Total gain / loss+$1,243+12.4% total return
IYRIS&P 500 (SPY)
Jan 15, 2025 · $10,000 investedSep 18, 2026
The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Market performance
Total return
Price movement plus reinvested distributions, compared with SPY.
+12.4% over available history
1 YEAR TOTAL RETURN+3.4%#64 return rank · 97 peers
Price-233% of return-8.0%
Dividend333% of return+11.5%
1.6 YEARS TOTAL RETURN+12.4%Since inception+7.3% / yr annualized#52 return rank · 95 peers
Price-60% of return-7.4%
Dividend160% of return+19.8%
Dividend includes all distributions and reinvestment.
Jan 15, 2025Sep 18, 2026
Total return+12.43%
S&P 500 (SPY)+31.02%
Annualized return+7.25%
Largest drawdown-12.12%
Transparent ranking calculation
Why IYRI ranks #55
Total-return consistency · Compared with the active Armchair Insider collection through Sep 18, 2026.
1.6 years since inception
Jan 15, 2025 – Sep 18, 2026+12.43%cumulative total return
#52 of 95 eligible investments on these dates.
51 investments have a higher return.
(52 − 1) ÷ (95 − 1)≈ 0.5426
Period score = (rank − 1) ÷ (eligible count − 1). This is the fraction of other eligible investments ahead of this one, from 0 (none ahead) to 1 (all ahead). It makes standings comparable when the two periods have different peer counts. A single eligible investment scores 0.
Use the weaker period
max(0.6563, 0.5426)≈ 0.6563
Lower scores come first. A stronger period cannot cancel a weaker one.
Add the two period scores
0.6563 + 0.5426≈ 1.1988
The lower combined score comes first when the weaker-period scores match.
IYRI places #55 of 100
The recent period is the weaker standing, setting a ranking score of 0.6563. Lower scores rank first.
Remaining tie-breaks & return formula
If both scores tie, higher longer total-return rate comes first, followed by higher recent total return. Investments equal on both scores and both returns to eight decimal places share a rank; ticker A–Z only orders those tied rows.
For IYRI, the longer total-return tie-break is +7.2542% annualized; the recent total-return tie-break is +3.4480% cumulative.
Total return = 100 × (ending adjusted close ÷ starting adjusted close − 1). The period standings compare cumulative total returns on the same dates. Annualization is only used for the longer-return tie-break.
Annualized return = 100 × ((1 + total return ÷ 100)^(1 ÷ years) − 1), with years measured as elapsed days ÷ 365.2425. Histories under one year are never annualized. Peer returns are compared to eight decimal places; score sorting uses unrounded fractions. Numbers above are rounded for display.
This ranks observed total-return consistency, not business quality, dividend safety or expected future return. Each investment is compared with eligible peers over its own exact dates, so peer counts can differ. No quality, valuation or risk factors are added to this calculation.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.
Armchair Insider