Retail Opportunity Investments Corp. (ROIC)
Company Info
Highlights
$2.25B
$0.45
38.87
6.86
$252.13M
$129.68M
$190.80M
$11.52 - $17.50
$17.00
3.53%
1.95
Share Price Chart
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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 0.75% year-to-date (YTD) and 42.81% in the last 12 months. Over the past 10 years, Retail Opportunity Investments Corp. had an annualized return of 4.09%, while the S&P 500 had an annualized return of 11.31%, indicating that Retail Opportunity Investments Corp. did not perform as well as the benchmark.
ROIC
0.75%
0.23%
17.94%
42.81%
3.98%
4.09%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of ROIC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.63% | 0.75% | |||||||||||
| 2024 | -3.14% | -4.86% | 0.31% | -4.29% | 2.04% | 0.49% | 20.27% | 2.27% | 3.85% | -1.46% | 12.26% | 0.64% | 29.02% |
| 2023 | 5.32% | -10.11% | -0.77% | -6.66% | -6.37% | 11.99% | 9.03% | -8.62% | -7.02% | -5.17% | 9.63% | 10.18% | -2.43% |
| 2022 | -5.46% | -2.00% | 7.51% | -3.92% | -3.01% | -11.94% | 10.65% | -4.07% | -17.07% | 5.23% | 5.32% | -0.50% | -20.65% |
| 2021 | 5.23% | 12.21% | 1.08% | 10.90% | 1.48% | -0.52% | 0.06% | 2.32% | -3.05% | 2.01% | -1.18% | 12.68% | 50.64% |
| 2020 | -6.17% | -9.47% | -43.80% | 17.07% | -3.25% | 20.66% | -4.06% | 2.39% | -6.42% | -6.58% | 33.40% | 3.16% | -22.90% |
| 2019 | 10.64% | -2.28% | 2.17% | 1.21% | -4.62% | 3.53% | 5.90% | -3.47% | 5.23% | 2.39% | -2.28% | -2.07% | 16.36% |
| 2018 | -7.92% | -6.59% | 4.11% | -2.66% | 5.35% | 6.84% | -1.30% | 4.39% | -4.46% | -5.78% | 2.90% | -11.28% | -16.94% |
| 2017 | 0.33% | 3.77% | -3.52% | -2.05% | -4.08% | -2.00% | 5.68% | -2.17% | -3.26% | -5.42% | 8.84% | 2.93% | -1.97% |
| 2016 | 3.30% | -0.59% | 10.50% | -2.24% | 2.80% | 8.10% | 5.35% | -2.28% | -0.75% | -8.42% | 2.64% | 3.25% | 22.23% |
| 2015 | 5.24% | -5.21% | 10.35% | -8.31% | -2.68% | -3.32% | 9.79% | -7.11% | 4.95% | 9.61% | 0.88% | -1.19% | 11.07% |
| 2014 | -1.77% | 2.56% | 1.84% | 4.69% | 1.02% | 0.58% | -1.91% | 2.66% | -6.25% | 11.16% | 0.73% | 2.99% | 18.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 86, ROIC is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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. provided a 3.43% dividend yield over the last twelve months, with an annual payout of $0.60 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.60 | $0.56 | $0.51 | $0.20 | $0.79 | $0.78 | $0.75 | $0.72 | $0.68 | $0.64 |
Dividend yield | 3.43% | 3.46% | 4.28% | 3.73% | 2.60% | 1.49% | 4.46% | 4.91% | 3.76% | 3.41% | 3.80% | 3.81% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.60 |
| 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 | $0.60 |
| 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 | $0.56 |
| 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 | $0.51 |
| 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 | $0.20 |
| 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 | $0.79 |
| 2018 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.78 |
| 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 | $0.75 |
| 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 | $0.72 |
| 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 | $0.68 |
| 2014 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.64 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 65.79%, occurring on Mar 18, 2020. Recovery took 448 trading sessions.
The current Retail Opportunity Investments Corp. drawdown is 0.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.79% | 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 |
| -10.78% | Jan 5, 2022 | 34 | Feb 23, 2022 | 24 | Mar 29, 2022 | 58 |
Volatility
Volatility Chart
The current Retail Opportunity Investments Corp. volatility is 0.60%, 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
Valuation
The Valuation section provides an assessment of the market value of Retail Opportunity Investments Corp. compared to its peers in the REIT - Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for ROIC in comparison to other companies of the REIT - Retail industry. Currently, ROIC has a PE value of 38.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for ROIC in comparison to other companies of the REIT - Retail industry. Currently, ROIC has a PEG value of 6.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Retail Opportunity Investments Corp..
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Income Statement
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