Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLTR (Dollar Tree, Inc.) | -8.83% | 19.50% | -5.23% | 2.55% | 2.00% | 14.05% | 15.45% | … | … |
Data as of 06/09/2026, Common starting date is 03/07/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLTR (Dollar Tree, Inc.) | 03/07/1995 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.52 | 19.50 | -5.23 | 2.55 | 2.00 | 14.05 | 15.45 | … | … | -8.83 | 65.40 | -46.50 | 0.43 | 0.65 | 30.06 | 14.88 | 4.13 | -15.83 | 39.04 | -0.05 | 9.72 | 24.74 | 39.10 | -2.39 | 48.20 | 74.16 | 15.86 | 60.84 | -13.89 | 25.73 | -16.79 | -4.32 | 22.39 | -20.51 | 26.16 | -24.13 | 10.87 | 58.38 | 62.25 | 131.82 | 39.44 |
| Sharpe Ratio | NA | 0.25 | -0.22 | -0.03 | 0.00 | NA | NA | … | … | -0.59 | 1.47 | -1.23 | -0.12 | -0.02 | 0.85 | 0.31 | -0.66 | -1.01 | 0.91 | -1.18 | -0.32 | 0.35 | 0.94 | -0.83 | 1.18 | 2.28 | -0.08 | 0.80 | -1.04 | 0.13 | -1.50 | -0.75 | 0.08 | -0.73 | 0.07 | -1.04 | 0.61 | 1.63 | 0.34 | 2.67 | -0.48 |
| Standard Deviation(%) | NA | 39.08 | 41.45 | 40.54 | 37.21 | NA | NA | … | … | 46.20 | 43.37 | 43.24 | 31.20 | 41.11 | 35.32 | 47.61 | 28.79 | 37.09 | 21.93 | 28.85 | 27.29 | 17.94 | 21.99 | 25.59 | 25.22 | 24.42 | 34.02 | 51.37 | 34.82 | 25.30 | 25.13 | 31.85 | 39.76 | 55.15 | 69.74 | 88.96 | 58.86 | 56.16 | 45.76 | 49.64 | 47.33 |
| Draw Down(%) | NA | 38.53 | 60.34 | 64.84 | 64.84 | NA | NA | … | … | 38.53 | 27.42 | 59.20 | 35.50 | 26.54 | 29.11 | 30.28 | 25.15 | 31.66 | 20.14 | 24.97 | 26.76 | 12.47 | 8.36 | 33.54 | 14.09 | 7.95 | 23.35 | 20.57 | 43.30 | 14.42 | 27.95 | 33.37 | 32.90 | 51.45 | 49.40 | 57.42 | 39.69 | 43.56 | 25.97 | 41.18 | 36.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/07/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTR (Dollar Tree, Inc.) |
-27.46%
Mar 2000 – Mar 2003 |
-16.06%
May 2000 – May 2005 |
-2.47%
Mar 1998 – Mar 2008 |
4.35%
Mar 1996 – Mar 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTR (Dollar Tree, Inc.) |
72.26%
Jun 2009 – Jun 2012 |
49.98%
Jun 2010 – Jun 2015 |
32.41%
Dec 2007 – Dec 2017 |
22.82%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison Chart