Retail Opportunity Investments Corp. (ROIC)
Company Info
ISIN | US76131N1019 |
---|---|
CUSIP | 76131N101 |
Sector | Real Estate |
Industry | REIT—Retail |
Highlights
Market Cap | $1.56B |
---|---|
EPS | $0.30 |
PE Ratio | 40.83 |
PEG Ratio | 6.86 |
Revenue (TTM) | $333.77M |
Gross Profit (TTM) | $227.22M |
EBITDA (TTM) | $205.20M |
Year Range | $10.74 - $14.67 |
Target Price | $13.88 |
Short % | 3.67% |
Short Ratio | 2.57 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ROIC vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Retail Opportunity Investments Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Retail Opportunity Investments Corp. had a return of -11.16% year-to-date (YTD) and -1.15% in the last 12 months. Over the past 10 years, Retail Opportunity Investments Corp. had an annualized return of 1.30%, while the S&P 500 had an annualized return of 10.55%, indicating that Retail Opportunity Investments Corp. did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -11.16% | 7.26% |
1 month | -3.90% | -2.63% |
6 months | 11.68% | 22.78% |
1 year | -1.15% | 22.71% |
5 years (annualized) | -3.81% | 11.87% |
10 years (annualized) | 1.30% | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.14% | -4.86% | 0.31% | |||||||||
2023 | -5.17% | 9.63% | 10.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ROIC is 45, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Retail Opportunity Investments Corp.(ROIC)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Retail Opportunity Investments Corp. (ROIC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Retail Opportunity Investments Corp. granted a 4.87% dividend yield in the last twelve months. The annual payout for that period amounted to $0.60 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.60 | $0.60 | $0.56 | $0.51 | $0.20 | $0.79 | $0.78 | $0.75 | $0.72 | $0.68 | $0.64 | $0.60 |
Dividend yield | 4.87% | 4.28% | 3.73% | 2.59% | 1.49% | 4.45% | 4.89% | 3.75% | 3.39% | 3.79% | 3.80% | 4.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Retail Opportunity Investments Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.15 | |||||||||
2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 |
2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 |
2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 |
2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 |
2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 |
2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 |
2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 |
2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 |
2014 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 |
2013 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Retail Opportunity Investments Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Retail Opportunity Investments Corp. was 65.81%, occurring on Mar 18, 2020. Recovery took 448 trading sessions.
The current Retail Opportunity Investments Corp. drawdown is 32.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-65.81% | Aug 2, 2016 | 913 | Mar 18, 2020 | 448 | Dec 27, 2021 | 1361 |
-40.44% | Mar 30, 2022 | 398 | Oct 27, 2023 | — | — | — |
-18.95% | May 22, 2013 | 74 | Sep 5, 2013 | 144 | Apr 2, 2014 | 218 |
-16.2% | Mar 24, 2015 | 113 | Sep 1, 2015 | 40 | Oct 28, 2015 | 153 |
-11.03% | Sep 22, 2009 | 167 | May 20, 2010 | 190 | Feb 18, 2011 | 357 |
Volatility
Volatility Chart
The current Retail Opportunity Investments Corp. volatility is 6.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
TTM | |
---|---|
Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |