Retail Opportunity Investments Corp. (ROIC) is a fully integrated, self-managed real estate investment trust (REIT). Co. is engaged in the acquisition, ownership and management of necessity-based community and neighborhood shopping centers on the west coast of the U.S., anchored by supermarkets and drugstores. ROIC operates its business through, its operating partnership subsidiary, Retail Opportunity Investments Partnership, LP. Co. is organized in an umbrella partnership real estate investment trust (UpREIT) format pursuant to which Retail Opportunity Investments GP, LLC, which serves as the general partner. The ROIC YTD return is shown above.
The YTD Return on the ROIC YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether ROIC YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the ROIC YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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