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Performance analysis of Dollar Tree (DLTR)

Annual Return

Over the past 3 years, DLTR has had an average annual return of -5.89%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, DLTR has had an average annual return of +4.99%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, DLTR has had an average annual return of +2.93%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, DLTR has had an average annual return of +10.31%, outperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+2.74%+64.14%-47.24%+0.43%+0.65%+30.06%+14.88%+4.13%-15.83%+39.04%-0.05%+9.72%
201420132012201120102009200820072006200520042003
+24.74%+39.10%-2.39%+48.20%+74.16%+15.85%+60.84%-13.89%+25.73%-16.79%-4.32%+22.38%
2002200120001999
-20.51%+26.17%-24.13%+17.26%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-4.41%+7.56%-13.42%-11.32%+19.91%+3.87%+4.49%+2.74%
2025-2.12%-0.67%+3.03%+8.92%+10.38%+9.73%+14.65%-3.86%-13.56%+5.03%+11.79%+11.01%+64.14%
2024-8.05%+12.29%-9.22%-11.19%-0.25%-9.48%-2.28%-19.02%-16.77%-8.08%+10.26%+5.15%-47.24%
2023+6.18%-3.26%-1.19%+7.08%-12.25%+6.39%+7.55%-20.71%-13.00%+4.36%+11.25%+14.94%+0.43%
2022-6.62%+8.28%+12.72%+1.44%-1.31%-2.79%+6.10%-17.95%+0.31%+16.46%-5.18%-5.89%+0.65%
2021-5.91%-3.40%+16.56%+0.38%-15.14%+2.05%+0.29%-9.27%+5.72%+12.58%+24.19%+5%+30.06%
2020-7.42%-4.64%-11.51%+8.44%+22.84%-5.30%+0.72%+3.13%-5.12%-1.12%+20.95%-1.10%+14.88%
2019+7.21%-0.52%+9.04%+5.94%-8.71%+5.71%-5.25%-0.22%+12.44%-3.29%-17.16%+2.83%+4.13%
2018+7.17%-10.75%-7.54%+1.04%-13.87%+2.92%+7.39%-11.80%+1.29%+3.37%+2.93%+4.09%-15.83%
2017+0.01%-0.66%+2.32%+5.49%-6.12%-10.01%+3.09%+10.49%+9.02%+5.10%+12.61%+4.43%+39.04%

Drawdown analysis of Dollar Tree (DLTR)

The maximum drawdown for the DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2120 trading sessions.

The current DLTR drawdown is -27.40%.

Since Nov 1, 1999 DLTR has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 4 times
  • 30% or more: 7 times
  • 20% or more: 9 times
  • 10% or more: 17 times
DepthStartTo BottomBottomTo RecoverEndTotal
-67.06%Jul 12, 2000174Mar 21, 20012120Aug 26, 20092294
-64.84%Apr 20, 2022644Nov 11, 2024OngoingOngoingOngoing
-44.64%Oct 22, 2019101Mar 18, 2020263Apr 5, 2021364
-40.07%Jan 10, 200029Feb 22, 200029Apr 3, 200058
-33.55%Jun 19, 2012101Nov 13, 2012212Sep 18, 2013313
-32.34%Aug 10, 2016229Jul 10, 201795Nov 21, 2017324
-31.66%Jan 29, 2018178Oct 11, 2018253Oct 15, 2019431
-29.11%Apr 5, 2021121Sep 24, 202136Nov 15, 2021157
-26.76%Mar 20, 2015144Oct 14, 2015155May 26, 2016299
-17.07%Nov 15, 201352Feb 3, 2014189Oct 31, 2014241
-15.45%May 16, 200018Jun 12, 200017Jul 6, 200035
-15.31%Dec 17, 201045Feb 23, 201140Apr 20, 201185
-13.90%Nov 24, 202139Jan 21, 202231Mar 8, 202270
-13.19%Jul 7, 201122Aug 8, 201114Aug 26, 201136
-12.76%Nov 3, 199911Nov 18, 19997Nov 30, 199918
-11.87%Apr 3, 20009Apr 14, 20007Apr 26, 200016
-11.74%Aug 28, 200944Oct 30, 200917Nov 24, 200961
-8.84%Nov 24, 20097Dec 4, 200954Feb 24, 201061
-8.42%May 2, 201211May 17, 201213Jun 6, 201224
-8.40%Apr 27, 20004May 3, 20002May 5, 20006
-7.40%Oct 24, 201120Nov 21, 20117Dec 1, 201127
-7.40%Jul 30, 201012Aug 17, 20103Aug 20, 201015
-6.61%Jan 8, 20155Jan 15, 20155Jan 23, 201510
-6.23%Apr 23, 201010May 7, 201012May 25, 201022
-6.12%Dec 20, 19999Jan 3, 20004Jan 7, 200013