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BJ's Wholesale Club Holdings, Inc.

BJ
Equity · Currency in USD
Sector
Consumer Defensive
Industry
Discount Stores
ISIN
US05550J1016
CUSIP
05550J101

BJPrice Chart


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S&P 500

BJPerformance

The chart shows the growth of $10,000 invested in BJ's Wholesale Club Holdings, Inc. on Jun 29, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,223 for a total return of roughly 162.23%. All prices are adjusted for splits and dividends.


BJ (BJ's Wholesale Club Holdings, Inc.)
Benchmark (S&P 500)

BJReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.33%
6M29.06%
YTD54.75%
1Y44.19%
5Y33.96%
10Y33.96%

BJMonthly Returns Heatmap


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BJSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current BJ's Wholesale Club Holdings, Inc. Sharpe ratio is 1.14. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


BJ (BJ's Wholesale Club Holdings, Inc.)
Benchmark (S&P 500)

BJDividends


BJ doesn't pay dividends

BJDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BJ (BJ's Wholesale Club Holdings, Inc.)
Benchmark (S&P 500)

BJWorst Drawdowns

The table below shows the maximum drawdowns of the BJ's Wholesale Club Holdings, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the BJ's Wholesale Club Holdings, Inc. is 38.76%, recorded on Feb 28, 2020. It took 58 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.76%Sep 7, 2018371Feb 28, 202058May 21, 2020429
-21.78%Jan 28, 202125Mar 4, 202195Jul 20, 2021120
-21.29%Aug 25, 202087Dec 28, 202020Jan 27, 2021107
-9.98%May 26, 202014Jun 12, 20206Jun 22, 202020
-9.95%Sep 7, 202119Oct 1, 2021
-9.65%Jul 16, 201810Jul 27, 201819Aug 23, 201829
-7.41%Aug 27, 20182Aug 28, 20182Aug 30, 20184
-5.06%Jul 5, 20182Jul 6, 20183Jul 11, 20185
-4.88%Aug 11, 20213Aug 13, 20214Aug 19, 20217
-4.36%Aug 6, 20204Aug 11, 20204Aug 17, 20208

BJVolatility Chart

Current BJ's Wholesale Club Holdings, Inc. volatility is 18.95%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BJ (BJ's Wholesale Club Holdings, Inc.)
Benchmark (S&P 500)

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