Retail REITs Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1PECO Phillips Edison Co
562.61
 0.00 
 0.93 
 0.00 
2IVT Inventrust Properties Corp
138.4
 0.03 
 1.15 
 0.04 
3SKT Tanger Factory Outlet
136.83
 0.11 
 1.05 
 0.12 
4KRG Kite Realty Group
33.76
(0.06)
 1.17 
(0.07)
5BRX Brixmor Property
29.43
(0.02)
 1.10 
(0.03)
6REG Regency Centers
19.15
 0.06 
 0.97 
 0.05 
7SPG Simon Property Group
18.38
 0.05 
 1.21 
 0.06 
8KIM Kimco Realty
15.26
 0.01 
 1.17 
 0.01 
9UE Urban Edge Properties
14.86
 0.01 
 1.15 
 0.02 
10WSR Whitestone REIT
7.06
 0.08 
 1.51 
 0.11 
11SITC Site Centers Corp
6.56
 0.10 
 5.75 
 0.59 
12ADC Agree Realty
2.56
(0.07)
 1.09 
(0.08)
13REGCO Regency Centers
0.95
(0.14)
 0.74 
(0.10)
14ROIC Retail Opportunity Investments
0.23
 0.12 
 1.31 
 0.16 
15313747AZ0 US313747AZ04
0.0
(0.27)
 0.61 
(0.17)
16313747BA4 US313747BA44
0.0
 0.01 
 1.50 
 0.01 
17313747BB2 US313747BB27
0.0
(0.12)
 1.15 
(0.14)
18313747AY3 FEDERAL RLTY INVT
0.0
(0.18)
 0.74 
(0.13)
19313747AV9 FEDERAL RLTY INVT
0.0
(0.06)
 3.00 
(0.19)
203137EAEX3 US3137EAEX33
0.0
(0.11)
 0.89 
(0.10)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.