Retail REITs Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1IVT Inventrust Properties Corp
150.4
 0.10 
 1.06 
 0.10 
2SKT Tanger Factory Outlet
143.76
 0.31 
 1.06 
 0.33 
3KRG Kite Realty Group
43.93
 0.13 
 0.99 
 0.13 
4BRX Brixmor Property
38.42
 0.19 
 0.96 
 0.18 
5SPG Simon Property Group
21.52
 0.17 
 1.01 
 0.17 
6KIM Kimco Realty
19.24
 0.18 
 1.06 
 0.19 
7REG Regency Centers
16.71
 0.09 
 0.94 
 0.09 
8UE Urban Edge Properties
12.45
 0.17 
 1.04 
 0.17 
9SITC Site Centers Corp
6.56
 0.10 
 5.78 
 0.57 
10WSR Whitestone REIT
5.98
 0.14 
 1.37 
 0.19 
11ADC Agree Realty
3.84
 0.12 
 0.97 
 0.11 
12ROIC Retail Opportunity Investments
3.8
 0.16 
 1.44 
 0.23 
1363743FVQ6 US63743FVQ61
0.0
 0.16 
 0.34 
 0.05 
1463743HEW8 NRUC 1 15 JUN 26
0.0
(0.10)
 0.45 
(0.05)
15NTST Netstreit Corp
0.0
(0.01)
 1.32 
(0.01)
16313747AZ0 US313747AZ04
0.0
(0.08)
 0.64 
(0.05)
17313747BA4 US313747BA44
0.0
(0.12)
 1.39 
(0.17)
18313747BB2 US313747BB27
0.0
(0.03)
 1.34 
(0.04)
1963743HFC1 NRUC 1875 07 FEB 25
0.0
(0.13)
 0.78 
(0.10)
20PECO Phillips Edison Co
0.0
 0.14 
 0.94 
 0.13 
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.