DLTR vs. SPY

In the year-to-date period, DLTR achieves a 21.75% return, which is significantly higher than SPY's 1.44% return. Over the past 10 years, DLTR has underperformed SPY with an annualized return of 1.63%, while SPY has yielded a comparatively higher 12.88% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DLTR Sharpe Ratio is -0.47, which is lower than the SPY Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of DLTR and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLTR has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.21%.

The maximum DLTR drawdown since its inception was -67.06%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DLTR and SPY.

Dollar Tree, Inc. (DLTR) has a higher volatility of 9.17% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that DLTR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.