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LOKV vs RLTY

Comparison between Live Oak Acquisition Corp V - Class A (LOKV, Company) and Cohen & Steers Real Estate Opportunities and Income Fund (RLTY, Company).

Both LOKV and RLTY are from the Financial Services sector.

LOKV vs RLTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LOKV
$265M
RLTY
$264M
Max Drawdown
Winner
LOKV
12.40%
RLTY
42.84%
Sharpe Ratio
LOKV
0.35
Winner
RLTY
0.74
Industry
LOKV
Shell Companies
RLTY
Asset Management
P/E Ratio
Winner
LOKV
-18.46
RLTY
9.30
Debt to Equity
LOKV
0.00%
RLTY
N/A
Free Cash Flow Yield
LOKV
0.00%
RLTY
N/A
P/S Ratio
LOKV
N/A
RLTY
9.03
P/B Ratio
LOKV
1.58
Winner
RLTY
0.98

LOKV vs RLTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LOKV
+9.51%
RLTY
+3.90%
3M
Winner
LOKV
+11.41%
RLTY
+6.92%
6M
LOKV
+11.95%
Winner
RLTY
+14.72%
1Y
LOKV
+7.19%
Winner
RLTY
+14.43%
5Y(CAGR)
LOKV
N/A
RLTY
+4.09%
Max(CAGR)
Winner
LOKV
+13.55%
RLTY
+4.09%

LOKV vs RLTY - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearLOKVRLTY
2026+11.84%+15.89%
2025+3.73%+8.76%
2024N/A+12.96%
2023N/A+12.78%
2022N/A-27.73%

LOKV vs RLTY Drawdown Comparison

The maximum drawdown for LOKV was -12.40%, occurring on Jun 16, 2026. Recovery took 252 trading sessions.

The maximum drawdown for RLTY was -35.42%, occurring on Oct 19, 2022. Recovery took 591 trading sessions.

RankLOKVRLTY
#1-12.40%
Jun 17, 2025 - Jun 18, 2026
-35.42%
Apr 20, 2022 - Aug 27, 2024
#2-0.67%
Jun 3, 2025 - Jun 9, 2025
-20.79%
Sep 18, 2024 - Feb 10, 2026
#3-0.38%
Jun 9, 2025 - Jun 13, 2025
-11.40%
Mar 2, 2026 - Apr 30, 2026
#4-0.10%
May 14, 2025 - May 29, 2025
-2.78%
May 6, 2026 - May 26, 2026
#5N/A-2.44%
Feb 25, 2022 - Apr 20, 2022
#6N/A-2.27%
May 26, 2026 - Jun 11, 2026
#7N/A-2.16%
Jun 11, 2026 - Jun 26, 2026
#8N/A-2.09%
Feb 17, 2026 - Feb 26, 2026
#9N/A-1.67%
Sep 9, 2024 - Sep 13, 2024
#10N/A-1.15%
Jul 14, 2026 - Jul 17, 2026
#11N/A-1.03%
Feb 10, 2026 - Feb 13, 2026
#12N/A-1.00%
Jul 17, 2026 - Jul 24, 2026
#13N/A-0.94%
Jul 7, 2026 - Jul 13, 2026
#14N/A-0.88%
Jun 29, 2026 - Jul 2, 2026
#15N/A-0.67%
Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between LOKV and RLTY is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

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