Dollar Tree, Inc. (DLTR) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$8,762
Total Return
-12.38%
CAGR
-2.61%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.49%
Median+0.39%
Best+39.68%
Worst-34.13%
% of Windows Positive51.1%
1-Year (252 Trading Days)
Average+4.46%
Median-6.57%
Best+101.24%
Worst-58.14%
% of Windows Positive43.2%
3-Year (756 Trading Days)
Average-26.76%
Median-31.25%
Best+22.74%
Worst-57.87%
% of Windows Positive15.0%

Risk Metrics

Maximum Drawdown -64.84%
Average Drawdown -27.05%
Drawdown Duration 998 Trading Days (Unrecovered)
Sortino Ratio 0.18
Calmar Ratio -0.04
CVaR (5%) -5.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -18.16% (-50.53% ann.) $1816.11 $0.00 $0.00 $0.00
2025 +64.14% +$6414.46 $0.00 $0.00 $0.00
2024 -47.24% $4724.39 $0.00 $0.00 $0.00
2023 +0.43% +$43.13 $0.00 $0.00 $0.00
2022 +0.65% +$65.47 $0.00 $0.00 $0.00
2021 +30.06% +$3006.29 $0.00 $0.00 $0.00
2020 +14.88% +$1487.51 $0.00 $0.00 $0.00
2019 +4.13% +$412.98 $0.00 $0.00 $0.00
2018 -15.83% $1583.26 $0.00 $0.00 $0.00
2017 +39.04% +$3903.86 $0.00 $0.00 $0.00
2016 -0.05% $5.18 $0.00 $0.00 $0.00
2015 +9.72% +$971.87 $0.00 $0.00 $0.00
2014 +24.74% +$2474.30 $0.00 $0.00 $0.00
2013 +39.10% +$3910.26 $0.00 $0.00 $0.00
2012 -2.39% $239.44 $0.00 $0.00 $0.00
2011 +48.20% +$4819.90 $0.00 $0.00 $0.00
2010 +74.16% +$7416.15 $0.00 $0.00 $0.00
2009 +15.86% +$1585.51 $0.00 $0.00 $0.00
2008 +60.84% +$6084.11 $0.00 $0.00 $0.00
2007 -13.89% $1388.70 $0.00 $0.00 $0.00
2006 +25.73% +$2573.10 $0.00 $0.00 $0.00
2005 -16.79% $1678.83 $0.00 $0.00 $0.00
2004 -4.32% $432.32 $0.00 $0.00 $0.00
2003 +22.39% +$2238.50 $0.00 $0.00 $0.00
2002 -20.51% $2051.12 $0.00 $0.00 $0.00
2001 +26.16% +$2616.33 $0.00 $0.00 $0.00
2000 -24.13% $2412.90 $0.00 $0.00 $0.00
1999 +10.87% +$1087.27 $0.00 $0.00 $0.00
1998 +58.38% +$5838.37 $0.00 $0.00 $0.00
1997 +62.25% +$6225.49 $0.00 $0.00 $0.00
1996 +131.82% +$13181.81 $0.00 $0.00 $0.00
1995 partial +39.44% (+50.51% ann.) +$3943.67 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +366.24% +39.89% +$36624.47 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -25.78% -10.94% $2578.40 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +106.07% +15.57% +$10607.27 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -3.71% -2.64% $370.73 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +264.57% +46.69% +$26456.62 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +80.30% +8.10% +$8030.18 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -18.08% -89.73% $1807.55 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +19.92% +33.95% +$1992.22 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +47.44% +44.53% +$4743.92 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +15.73% +16.78% +$1572.89 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -54.94% -34.96% $5494.11 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +33.04% +19.96% +$3303.82 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

EFSI

CAGR 7.04% Total 440.01% Final $54,001
2001-07-05 — 2026-04-14
NPB

CAGR 26.39% Total 30.91% Final $13,091
2025-02-18 — 2026-04-14
WEYS

CAGR 10.13% Total 8427.64% Final $852,764
1980-03-17 — 2026-04-14