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Portfolio of Dollar Store Stocks

See the following 3 small-box discount retailers.

Dollar Store Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Dollar General
Dollar Tree
Five Below 
Price and dividend data from Quandl.


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

DLTR is the only included in the portfolio computations. The current value of the portfolio assumes that $10,000.00 was invested in the at its closing weekly price for the current date in 2008. DG and FIVE were excluded from the portfolio computations because of insufficient price data.


Dollar Store Stocks - Return Results
Portfolio:
Dollar Store Stocks
Start date:
Jun-24-2008
Start value:
$10,000
End date:
Jun-24-2018
End value:
$79,832
Number prices
121
Minimum value occurred on Jun-30-2008
$10,000
Maximum value occurred on Jan-31-2018
$105,537
Total gain or loss (Start date to End date)
698.32%
Annualized gain or loss (Start date to End date)
23.09%
Total dollar value on End date of a $10,000 purchase made on Start date
$79,832
Average percent return for all possible buy/sell combinations
142.44%
Number returns
7,260
Number profitable returns (Winners)
6,692
Percent profitable returns
92.18%
Number unprofitable returns (Losers)
568
Percent unprofitable returns
7.82%
Winners to losers ratio
11.78
Stock Return Calculator





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