PortfoliosLab logo

Retail Opportunity Investments Corp.

ROIC
Equity · Currency in USD
Sector
Real Estate
Industry
REIT—Retail
ISIN
US76131N1019
CUSIP
76131N101

ROICPrice Chart


Chart placeholderClick Calculate to get results
S&P 500

ROICPerformance

The chart shows the growth of $10,000 invested in Retail Opportunity Investments Corp. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,832 for a total return of roughly 158.32%. All prices are adjusted for splits and dividends.


ROIC (Retail Opportunity Investments Corp.)
Benchmark (S&P 500)

ROICReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.33%
6M5.23%
YTD31.63%
1Y52.60%
5Y-0.92%
10Y8.45%

ROICMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

ROICSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Retail Opportunity Investments Corp. Sharpe ratio is 1.30. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


ROIC (Retail Opportunity Investments Corp.)
Benchmark (S&P 500)

ROICDividends

Retail Opportunity Investments Corp. granted a 1.91% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.33 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.33$0.20$0.79$0.78$0.75$0.72$0.68$0.64$0.60$0.53$0.39$0.18

Dividend yield

1.91%1.49%4.46%4.91%3.77%3.41%3.80%3.81%4.08%4.12%3.29%1.82%

ROICDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


ROIC (Retail Opportunity Investments Corp.)
Benchmark (S&P 500)

ROICWorst Drawdowns

The table below shows the maximum drawdowns of the Retail Opportunity Investments Corp.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Retail Opportunity Investments Corp. is 65.79%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.79%Aug 2, 2016913Mar 18, 2020
-18.95%May 22, 201374Sep 5, 2013144Apr 2, 2014218
-16.2%Mar 24, 2015113Sep 1, 201540Oct 28, 2015153
-10.01%Jan 21, 201084May 20, 2010188Feb 16, 2011272
-8.53%Sep 9, 201413Sep 25, 201423Oct 28, 201436
-8.17%Jul 25, 201111Aug 8, 201115Aug 29, 201126
-8.04%Jan 23, 201524Feb 26, 201514Mar 18, 201538
-7.53%Mar 22, 201116Apr 12, 201110Apr 27, 201126
-6.73%Sep 28, 20118Oct 7, 201115Oct 28, 201123
-6.64%May 2, 201110May 13, 201147Jul 21, 201157

ROICVolatility Chart

Current Retail Opportunity Investments Corp. volatility is 26.38%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


ROIC (Retail Opportunity Investments Corp.)
Benchmark (S&P 500)

Portfolios with Retail Opportunity Investments Corp.


Loading data...

More Tools for Retail Opportunity Investments Corp.