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Portfolio of Off-Price Stores Stocks

See the following 3 off-price retailers.

Off-Price Stores Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Burlington Stores
Ross Stores
TJX Companies
Price and dividend data from Quandl.


To inspect the performance of the Off-Price Stores Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

ROST and TJX are included in the portfolio computations. The current value of the portfolio assumes that $5,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. BURL was excluded from the portfolio computations because of insufficient price data.


Off-Price Stores Stocks - Return Results
Portfolio:
Off-Price Stores Stocks
Start date:
Jun-21-2008
Start value:
$10,000
End date:
Jun-21-2018
End value:
$89,037
Number prices
121
Minimum value occurred on Jan-31-2009
$7,273
Maximum value occurred on Jun-30-2018
$89,037
Total gain or loss (Start date to End date)
790.37%
Annualized gain or loss (Start date to End date)
24.44%
Total dollar value on End date of a $10,000 purchase made on Start date
$89,037
Average percent return for all possible buy/sell combinations
160.45%
Number returns
7,260
Number profitable returns (Winners)
6,873
Percent profitable returns
94.67%
Number unprofitable returns (Losers)
387
Percent unprofitable returns
5.33%
Winners to losers ratio
17.76
Stock Return Calculator



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