Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROIC (Retail Opportunity Investments) | NA | 35.80% | 3.33% | 4.20% | 3.60% | 7.36% | NA | … | … |
Data as of 02/12/2025, Common starting date is 10/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROIC (Retail Opportunity Investments) | 10/30/2007 | 02/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 35.80 | 3.33 | 4.20 | 3.60 | 7.36 | NA | … | … | 0.75 | 29.02 | -2.43 | -20.65 | 50.63 | -22.97 | 16.35 | -16.94 | -3.95 | 22.26 | 11.03 | 18.84 | 19.69 | 13.34 | 23.74 | 0.07 | 10.27 | -0.22 | 0.44 |
| Sharpe Ratio | NA | 1.09 | -0.06 | 0.04 | 0.06 | NA | NA | … | … | 1.73 | 0.81 | -0.24 | -0.79 | 2.04 | -0.28 | 0.93 | -0.85 | -0.24 | 1.11 | 0.56 | 1.18 | 1.06 | 1.26 | 1.23 | 0.00 | 1.18 | -0.12 | 0.05 |
| Standard Deviation(%) | NA | 26.84 | 27.70 | 44.50 | 34.28 | NA | NA | … | … | 2.17 | 27.79 | 27.83 | 28.00 | 24.77 | 83.52 | 16.01 | 21.65 | 18.85 | 19.86 | 19.67 | 15.91 | 18.53 | 10.66 | 19.34 | 14.24 | 8.62 | 9.18 | 11.05 |
| Draw Down(%) | NA | 9.90 | 40.44 | 60.03 | 66.51 | NA | NA | … | … | 0.40 | 14.79 | 29.01 | 30.33 | 9.80 | 61.34 | 8.55 | 20.01 | 18.58 | 16.45 | 16.20 | 8.53 | 18.94 | 4.79 | 8.17 | 10.01 | 4.90 | 8.03 | 2.67 |
| Yield(%) | 0.00 | 4.47 | 3.28 | 2.94 | 3.57 | 5.57 | 4.67 | … | … | 0.00 | 4.26 | 3.96 | 2.83 | 3.96 | 1.16 | 5.07 | 3.89 | 3.55 | 4.12 | 4.00 | 4.40 | 4.64 | 4.48 | 3.88 | 1.77 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2025, Common starting date is 10/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROIC (Retail Opportunity Investments) |
-23.90%
Mar 2017 – Mar 2020 |
-11.40%
Mar 2015 – Mar 2020 |
1.03%
Apr 2014 – Apr 2024 |
4.95%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROIC (Retail Opportunity Investments) |
24.86%
Aug 2013 – Aug 2016 |
20.34%
Jul 2011 – Jul 2016 |
11.09%
Dec 2007 – Dec 2017 |
7.39%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart