PortfoliosLab logo

Dollar General Corporation

DG
Equity · Currency in USD
ISIN
US2566771059
CUSIP
256677105
Sector
Consumer Defensive
Industry
Discount Stores

DGPrice Chart


Click Calculate to get results
S&P 500

DGPerformance

The chart shows the growth of $10,000 invested in Dollar General Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $95,828 for a total return of roughly 858.28%. All prices are adjusted for splits and dividends.


DG (Dollar General Corporation)
Benchmark (S&P 500)

DGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M10.44%
YTD-1.36%
6M-6.43%
1Y15.58%
5Y21.46%
10Y21.68%

DGMonthly Returns Heatmap


Click Calculate to get results

DGSharpe 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 Dollar General Corporation Sharpe ratio is 0.98. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


DG (Dollar General Corporation)
Benchmark (S&P 500)

DGDividends

Dollar General Corporation granted a 0.73% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $1.50 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.50$1.40$1.25$1.13$0.78$1.00$0.88$0.00$0.00$0.00$0.00$0.00
Dividend yield
0.73%0.67%0.80%1.05%0.84%1.35%1.22%0.00%0.00%0.00%0.00%0.00%

DGDrawdowns Chart


DG (Dollar General Corporation)
Benchmark (S&P 500)

DGWorst Drawdowns

The table below shows the maximum drawdowns of the Dollar General Corporation. 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 {{portfolioName}} is 30.51%, recorded on Oct 5, 2016. It took 314 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-30.51%Jul 27, 201650Oct 5, 2016314Jan 4, 2018364
-25.83%Jul 21, 201583Nov 13, 201579Mar 10, 2016162
-23.87%Jul 11, 2012121Jan 3, 2013130Jul 11, 2013251
-19.98%Oct 14, 202097Mar 4, 2021
-19.68%Dec 6, 201049Feb 14, 201161May 12, 2011110
-18.44%Feb 24, 202016Mar 16, 202015Apr 6, 202031
-18.31%Jan 30, 201827Mar 8, 2018110Aug 14, 2018137
-15.89%Nov 9, 201830Dec 24, 201830Feb 7, 201960
-14.9%Jan 13, 201495May 29, 201456Aug 18, 2014151
-13.32%Jun 1, 201146Aug 4, 201118Aug 30, 201164

DGVolatility Chart

Current Dollar General Corporation volatility is 17.85%. 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.


DG (Dollar General Corporation)
Benchmark (S&P 500)

Portfolios with Dollar General Corporation


Loading data...

More Tools for Dollar General Corporation