IVREF (Inovalis Real Estate Investment Trust) 10-Year Sharpe Ratio: N/A (As of Aug. 13, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

IVREF Inovalis Real Estate Investment Trust IVREF
40 GF Score
Price $0.60
GF Value $0.70
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Inovalis Real Estate Investment Trust 10-Year Sharpe Ratio?

The 10-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past ten years. As of today (2026-08-13), Inovalis Real Estate Investment Trust's 10-Year Sharpe Ratio is Not available.

Inovalis Real Estate Investment Trust  (OTCPK:IVREF) 10-Year Sharpe Ratio Explanation

The 10-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past ten years. It is calculated as the annualized result of the average ten-year monthly excess returns divided by its standard deviation in the ten-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Inovalis Real Estate Investment Trust 10-Year Sharpe Ratio Related Terms

IVREF vs BXP, ARE, VNO: 10-Year Sharpe Ratio Comparison

For the REIT - Office subindustry, Inovalis Real Estate Investment Trust's 10-Year Sharpe Ratio, along with its competitors' market caps and 10-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Inovalis Real Estate Investment Trust 10-Year Sharpe Ratio vs REITs Industry

For the REITs industry and Real Estate sector, Inovalis Real Estate Investment Trust's 10-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Inovalis Real Estate Investment Trust's 10-Year Sharpe Ratio falls into.


IVREF
40GF Score
Inovalis Real Estate Investment Trust IVREF
10-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Inovalis Real Estate Investment Trust 10-Year Sharpe Ratio Calculation

The 10-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last ten years. A stock / portfolio's 10-Year Sharpe Ratio can be calculated by dividing the difference between the ten-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past ten years.

Is Inovalis Real Estate Investment Trust (IVREF) Overvalued in 2026?

Based on GuruFocus' analysis, Inovalis Real Estate Investment Trust stock appears to be undervalued. The current stock price of $0.60 is trading 14.6% below its estimated GF Value™ of $0.70. GuruFocus considers Inovalis Real Estate Investment Trust to be Modestly Undervalued.

Key valuation signals for IVREF:

  • 10-Year Sharpe Ratio: N/A
  • GF Value™: $0.70 vs. price of $0.60 (14.6% below fair value)
  • GF Score™: 40/100 with 9 warning signs

No single metric tells the full story. See the IVREF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Inovalis Real Estate Investment Trust Business Description

Industry Real EstateREITs
Other Exchanges INO.UN:Canada
Address 151 Yonge Street, 11th Floor, Toronto, ON, CAN, M5C 2W7
Inovalis Real Estate Investment Trust is a Canada-based open-ended real estate investment trust. Its portfolio comprises office properties that are leased to corporate clients in France, Spain, and Germany. The Trust's investment criteria encompass office properties outside of Canada with an occupancy level of above eighty percent (unless AFFO accretive), secured rental cash flows, a property value of approximately between twenty and sixty million euros (unless AFFO accretive), and a potential future upside with respect to matters including rent and area development. The majority of the REIT's revenue is generated through rental income from its investment properties in France.
40GF Score

Get the complete analysis for IVREF

10-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$0.60
Price
$0.70
GF Value