Performance analysis of BJ`s Wholesale Club (BJ)
Annual Return
Over the past 3 years, BJ has had an average annual return of +13.03%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BJ has had an average annual return of +13.51%, outperforming the benchmark SPY, which returned +12.78% annual.
Since Jun 28, 2018, BJ has had an average annual return of +19.72%, outperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.33% | +0.76% | +34.04% | +0.75% | -1.21% | +79.65% | +63.94% | +2.61% | +0.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.68% | +6.87% | -0.38% | -4.60% | -9.17% | +2.27% | +7.69% | +4.33% | |||||
| 2025 | +10.86% | +2.23% | +12.68% | +3.03% | -3.70% | -4.75% | -1.79% | -7.76% | -4.54% | -5.35% | +1.10% | +0.90% | +0.76% |
| 2024 | -3.48% | +13.52% | +3.57% | -1.28% | +17.93% | -0.26% | +0.14% | -9.10% | +3.15% | +2.73% | +13.65% | -7.22% | +34.04% |
| 2023 | +9.54% | -0.93% | +5.95% | +0.40% | -17.97% | +0.58% | +5.24% | +1.63% | +5.91% | -4.55% | -5.20% | +3.22% | +0.75% |
| 2022 | -8.21% | +2.28% | +7.54% | -4.82% | -10.07% | +7.69% | +8.63% | +10.03% | -2.26% | +6.31% | -2.79% | -12.07% | -1.21% |
| 2021 | +12.85% | -4.49% | +11.65% | -0.42% | +0.27% | +6.23% | +6.43% | +11.89% | -3.07% | +6.41% | +13.19% | +1.24% | +79.65% |
| 2020 | -9.76% | -6.13% | +32.23% | +3.30% | +36.83% | +3.53% | +7.46% | +10.88% | -6.44% | -7.84% | +7.05% | -9.05% | +63.94% |
| 2019 | +18.72% | -3.76% | +8.22% | +3.46% | -11.88% | +5.68% | -10.76% | +11.46% | -1.48% | +3.21% | -11.23% | -4.06% | +2.61% |
| 2018 | +7.50% | +4.82% | +19% | -9.22% | -17.29% | +5.46% | -5.13% | +0.73% |
Drawdown analysis of BJ`s Wholesale Club (BJ)
The maximum drawdown for the BJ was -38.75%, occurring on Feb 28, 2020. Recovery took 58 trading sessions.
The current BJ drawdown is -21.69%.
Since Jun 28, 2018 BJ has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.75% | Sep 6, 2018 | 371 | Feb 28, 2020 | 58 | May 21, 2020 | 429 |
| -30.11% | Apr 14, 2025 | 297 | Jun 22, 2026 | Ongoing | Ongoing | Ongoing |
| -27.30% | Nov 18, 2021 | 126 | May 20, 2022 | 61 | Aug 18, 2022 | 187 |
| -23.67% | Nov 10, 2022 | 149 | Jun 16, 2023 | 232 | May 20, 2024 | 381 |
| -21.77% | Jan 27, 2021 | 25 | Mar 4, 2021 | 95 | Jul 20, 2021 | 120 |
| -21.29% | Aug 24, 2020 | 87 | Dec 28, 2020 | 20 | Jan 27, 2021 | 107 |
| -15.92% | Jul 16, 2024 | 37 | Sep 6, 2024 | 54 | Nov 21, 2024 | 91 |
| -11.78% | Dec 11, 2024 | 15 | Jan 3, 2025 | 17 | Jan 30, 2025 | 32 |
| -11.63% | Sep 9, 2022 | 21 | Oct 10, 2022 | 23 | Nov 10, 2022 | 44 |
| -9.98% | May 22, 2020 | 14 | Jun 12, 2020 | 6 | Jun 22, 2020 | 20 |
| -9.95% | Sep 3, 2021 | 19 | Oct 1, 2021 | 14 | Oct 21, 2021 | 33 |
| -9.65% | Jul 13, 2018 | 10 | Jul 27, 2018 | 19 | Aug 23, 2018 | 29 |
| -7.40% | Aug 24, 2018 | 2 | Aug 28, 2018 | 2 | Aug 30, 2018 | 4 |
| -7.07% | Feb 11, 2025 | 13 | Mar 3, 2025 | 3 | Mar 6, 2025 | 16 |
| -6.47% | Mar 7, 2025 | 4 | Mar 13, 2025 | 15 | Apr 3, 2025 | 19 |
| -5.56% | Oct 22, 2021 | 4 | Oct 28, 2021 | 5 | Nov 4, 2021 | 9 |
| -5.48% | Apr 3, 2025 | 3 | Apr 8, 2025 | 4 | Apr 14, 2025 | 7 |
| -5.06% | Jul 3, 2018 | 2 | Jul 6, 2018 | 3 | Jul 11, 2018 | 5 |
| -4.88% | Aug 10, 2021 | 3 | Aug 13, 2021 | 4 | Aug 19, 2021 | 7 |
| -4.87% | Jun 18, 2024 | 9 | Jul 2, 2024 | 6 | Jul 11, 2024 | 15 |
| -4.36% | Aug 5, 2020 | 4 | Aug 11, 2020 | 4 | Aug 17, 2020 | 8 |
| -4.14% | Nov 9, 2021 | 6 | Nov 17, 2021 | 1 | Nov 18, 2021 | 7 |
| -4.10% | Aug 18, 2022 | 6 | Aug 26, 2022 | 3 | Aug 31, 2022 | 9 |
| -4.04% | Jun 22, 2020 | 4 | Jun 26, 2020 | 1 | Jun 29, 2020 | 5 |
| -3.79% | Jul 29, 2020 | 2 | Jul 31, 2020 | 2 | Aug 4, 2020 | 4 |