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RLTY vs LOKV

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

Both RLTY and LOKV are from the Financial Services sector.

RLTY vs LOKV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
RLTY
$264M
Winner
LOKV
$265M
Max Drawdown
RLTY
42.84%
Winner
LOKV
12.40%
Sharpe Ratio
Winner
RLTY
0.67
LOKV
0.35
Industry
RLTY
Asset Management
LOKV
Shell Companies
P/E Ratio
RLTY
9.30
Winner
LOKV
-18.46
Debt to Equity
RLTY
N/A
LOKV
0.00%
Free Cash Flow Yield
RLTY
N/A
LOKV
0.00%
P/S Ratio
RLTY
9.03
LOKV
N/A
P/B Ratio
Winner
RLTY
0.98
LOKV
1.58

RLTY vs LOKV - Historical Returns

Returns include dividend reinvestment.

1M
RLTY
+1.20%
Winner
LOKV
+9.51%
3M
RLTY
+3.14%
Winner
LOKV
+11.41%
6M
RLTY
+10.48%
Winner
LOKV
+11.95%
1Y
Winner
RLTY
+13.37%
LOKV
+7.19%
5Y(CAGR)
RLTY
+3.67%
LOKV
N/A
Max(CAGR)
RLTY
+3.67%
Winner
LOKV
+13.55%

RLTY vs LOKV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearRLTYLOKV
2026+13.88%+11.84%
2025+8.76%+3.73%
2024+12.96%N/A
2023+12.78%N/A
2022-27.73%N/A

RLTY vs LOKV Drawdown Comparison

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

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

The current RLTY drawdown is -1.91%.

RankRLTYLOKV
#1-35.42%
Apr 20, 2022 - Aug 27, 2024
-12.40%
Jun 17, 2025 - Jun 18, 2026
#2-20.79%
Sep 18, 2024 - Feb 10, 2026
-0.67%
Jun 3, 2025 - Jun 9, 2025
#3-11.40%
Mar 2, 2026 - Apr 30, 2026
-0.38%
Jun 9, 2025 - Jun 13, 2025
#4-2.78%
May 6, 2026 - May 26, 2026
-0.10%
May 14, 2025 - May 29, 2025
#5-2.44%
Feb 25, 2022 - Apr 20, 2022
N/A
#6-2.27%
May 26, 2026 - Jun 11, 2026
N/A
#7-2.16%
Jun 11, 2026 - Jun 26, 2026
N/A
#8-2.09%
Feb 17, 2026 - Feb 26, 2026
N/A
#9-1.91%
Jul 27, 2026 - Jul 31, 2026
N/A
#10-1.67%
Sep 9, 2024 - Sep 13, 2024
N/A
#11-1.15%
Jul 14, 2026 - Jul 17, 2026
N/A
#12-1.03%
Feb 10, 2026 - Feb 13, 2026
N/A
#13-1.00%
Jul 17, 2026 - Jul 24, 2026
N/A
#14-0.94%
Jul 7, 2026 - Jul 13, 2026
N/A
#15-0.88%
Jun 29, 2026 - Jul 2, 2026
N/A

Correlation

Correlation between RLTY and LOKV 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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