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DG: Dollar General Corporation (STOCK)
Basic Info 103.7 0.18(0.17%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/16/2009 |
| Last Dividend Date: | 04/07/2026 |
| 12-Mo. Yield | 2.07% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.2 | -21.2 | -7.1 | -11.4 | -11.5 | 2.6 | 9.3 | 10.5 | 79.6 | -43.1 | -44.1 | 5.6 | 13.0 | 35.9 | 45.7 | 17.5 | 27.3 | 4.4 | 2.9 | 17.2 | 36.8 | 7.2 | 34.1 | 36.7 | -2.9 |
| Sharpe Ratio | NA | -1.27 | -0.28 | -0.36 | -0.37 | 0.03 | NA | 0.32 | 2.05 | -0.94 | -1.32 | 0.13 | 0.63 | 1.15 | 2.11 | 0.61 | 1.16 | 0.13 | 0.13 | 0.7 | 1.48 | 0.31 | 1.24 | 1.28 | -1.05 |
| Draw Down(%) | NA | 34.6 | 34.6 | 58.8 | 72.6 | 72.6 | NA | 72.6 | 17.0 | 53.9 | 58.5 | 27.6 | 18.4 | 18.4 | 8.8 | 18.3 | 12.2 | 30.5 | 25.8 | 14.9 | 10.7 | 23.2 | 13.3 | 12.9 | 7.7 |
| Standard Deviation(%) | NA | 35.6 | 34.2 | 41.3 | 37.4 | 32.4 | NA | 29.8 | 37.6 | 49.7 | 36.4 | 32.9 | 20.7 | 30.9 | 21.0 | 26.6 | 23.1 | 30.8 | 21.8 | 24.7 | 24.9 | 22.9 | 27.5 | 28.5 | 20.4 |
| Treynor Ratio | NA | -0.65 | -0.19 | -0.89 | -0.38 | 0.02 | NA | 0.19 | -9.63 | -2.15 | -1.31 | 0.06 | 0.27 | 0.79 | 0.73 | 0.19 | 0.28 | 0.07 | 0.04 | 0.22 | 0.57 | 0.18 | 0.72 | 0.68 | -0.47 |
| Alpha | NA | -0.26 | -0.06 | -0.04 | -0.05 | 0.0 | NA | 0.03 | 0.26 | -0.21 | -0.25 | 0.09 | 0.01 | 0.09 | 0.09 | 0.09 | 0.03 | 0.01 | 0.02 | 0.04 | 0.06 | 0.01 | 0.12 | 0.1 | -0.11 |
| Beta | NA | 0.69 | 0.52 | 0.16 | 0.37 | 0.47 | NA | 0.5 | -0.08 | 0.22 | 0.37 | 0.65 | 0.48 | 0.45 | 0.61 | 0.85 | 0.95 | 0.59 | 0.67 | 0.77 | 0.64 | 0.39 | 0.47 | 0.54 | 0.46 |
| RSquared | NA | 0.08 | 0.04 | 0.0 | 0.03 | 0.08 | NA | 0.09 | 0.0 | 0.0 | 0.02 | 0.24 | 0.1 | 0.26 | 0.13 | 0.3 | 0.08 | 0.07 | 0.22 | 0.13 | 0.09 | 0.05 | 0.17 | 0.12 | 0.07 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 1.7 | 0.7 | 1.1 | 0.8 | 0.9 | 1.2 | 1.2 | 1.4 | 1.4 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 33.3 | -32.4 | 61.7 | 15.7 | 12.0 | 10.6 | 8.7 | 4.0 | 13.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2009
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| 1. Dollar General 401(k) Savings and Retirement Plan | (0%) |
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