ROIC: Retail Opportunity Investments (STOCK)
Basic Info 12.75 0.1(0.79%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/2007 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 4.75% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | -8.1 | 7.5 | -6.6 | -3.0 | 1.3 | 5.3 | 5.2 | -2.4 | -20.6 | 50.6 | -23.0 | 16.4 | -16.9 | -3.9 | 22.3 | 11.0 | 18.8 | 19.7 | 13.3 | 23.7 | 0.1 | 10.3 | -0.2 | 0.4 |
Sharpe Ratio | NA | -1.15 | 0.14 | -0.34 | -0.11 | 0.01 | NA | 0.16 | -0.24 | -0.79 | 2.04 | -0.28 | 0.93 | -0.84 | -0.24 | 1.11 | 0.56 | 1.18 | 1.06 | 1.26 | 1.23 | 0.0 | 1.18 | -0.12 | 0.05 |
Draw Down(%) | NA | 14.6 | 25.6 | 40.4 | 63.6 | 66.5 | NA | 66.5 | 29.0 | 30.3 | 9.8 | 61.3 | 8.6 | 20.0 | 18.6 | 16.4 | 16.2 | 8.5 | 18.9 | 4.8 | 8.2 | 10.0 | 4.9 | 8.0 | 2.7 |
Standard Deviation(%) | NA | 20.3 | 25.6 | 25.9 | 43.5 | 33.7 | NA | 27.7 | 27.8 | 28.0 | 24.8 | 83.5 | 16.0 | 21.7 | 18.9 | 19.9 | 19.7 | 15.9 | 18.5 | 10.7 | 19.3 | 14.2 | 8.6 | 9.2 | 11.0 |
Treynor Ratio | NA | -0.43 | 0.04 | -0.1 | -0.04 | 0.0 | NA | 0.08 | -0.06 | -0.26 | 0.6 | -0.18 | 0.33 | -0.28 | -0.12 | 0.33 | 0.13 | 0.29 | 0.22 | 0.46 | 0.42 | 0.0 | 7.35 | -0.48 | 0.07 |
Alpha | NA | -0.15 | -0.05 | -0.05 | -0.05 | -0.03 | NA | 0.01 | -0.1 | -0.02 | 0.09 | -0.09 | 0.01 | -0.06 | -0.04 | 0.06 | 0.04 | 0.04 | -0.03 | 0.03 | 0.08 | -0.02 | 0.04 | 0.0 | 0.01 |
Beta | NA | 0.54 | 0.9 | 0.9 | 1.1 | 0.98 | NA | 0.55 | 1.16 | 0.85 | 0.85 | 1.32 | 0.46 | 0.64 | 0.39 | 0.67 | 0.82 | 0.66 | 0.91 | 0.29 | 0.56 | 0.44 | 0.01 | 0.02 | 0.08 |
RSquared | NA | 0.1 | 0.16 | 0.36 | 0.3 | 0.27 | NA | 0.17 | 0.29 | 0.54 | 0.2 | 0.31 | 0.13 | 0.26 | 0.02 | 0.2 | 0.42 | 0.22 | 0.3 | 0.12 | 0.46 | 0.31 | 0.0 | 0.01 | 0.03 |
Yield(%) | N/A | 1.1 | 4.8 | 3.3 | 3.0 | 3.9 | 5.6 | N/A | 4.0 | 2.8 | 4.0 | 1.2 | 5.1 | 4.0 | 3.6 | 4.1 | 4.0 | 4.4 | 4.6 | 4.5 | 3.9 | 1.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | 3.4 | 1.6 | -27.6 | N/A | N/A | N/A | 7.1 | 9.8 | 155.0 | -75.0 | 0.0 | 5.3 | 5.6 | 5.9 | 6.2 | 6.7 | 13.2 | 35.9 | 116.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2007
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