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Retail Opportunity Investments Corp.

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

ROICPrice Chart


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ROICPerformance

The chart shows the growth of $10,000 invested in ROIC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,277 for a total return of roughly 142.77%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
142.77%
259.57%
S&P 500

ROICReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.87%
YTD23.71%
6M51.55%
1Y74.36%
5Y-0.16%
10Y8.87%

ROICMonthly Returns Heatmap


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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 2.16. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
2.16

ROICDividends

Retail Opportunity Investments Corp. granted a 0.67% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.11 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.11$0.20$0.79$0.78$0.75$0.72$0.68$0.64$0.60$0.53$0.39$0.18
Dividend yield
0.67%1.49%4.46%4.91%3.77%3.41%3.80%3.81%4.08%4.12%3.29%1.82%

ROICDrawdowns Chart


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-15.68%

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 {{portfolioName}} 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 31.65%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%20122014201620182020
31.65%

Portfolios with Retail Opportunity Investments Corp.


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