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Portfolio of Department Store Stocks

See the following 6 department stores stocks.

Department Store Stocks
Stock
Price Quote & Dividend
Recent Dividends
1-Yr Price Chart
Dillard's
J.C. Penny
Kohl's
Macy's
Sears Holdings
TJX Companies
Price and dividend data from Quandl.


To inspect the performance of the Department Store Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007.


Department Store Stocks - Return Results
Portfolio:
Department Store Stocks
Start date:
Aug-19-2007
Start value:
$10,000
End date:
Aug-19-2017
End value:
$16,899
Number prices
41
Minimum value occurred on Dec-31-2008
$4,172
Maximum value occurred on Mar-31-2015
$28,042
Total gain or loss (Start date to End date)
68.99%
Annualized gain or loss (Start date to End date)
5.25%
Total dollar value on End date of a $10,000 purchase made on Start date
$16,899
Average percent return for all possible buy/sell combinations
83.20%
Number returns
820
Number profitable returns (Winners)
661
Percent profitable returns
80.61%
Number unprofitable returns (Losers)
159
Percent unprofitable returns
19.39%
Winners to losers ratio
4.16
See Multiyear Chart of Monthly Portfolio Values


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