Dollar Tree (DLTR): analysis and statistics
Return, volatility, Sharpe ratio and risk for Dollar Tree, a component of the S&P 500 in the Consumer Staples sector. Data as of 2026-09-13.
| Last close price | $118.17 |
| Sector (GICS) | Consumer Staples |
| Annualized return (3.0 yr) | +1.59% |
| Total return over period | +4.82% |
| Annualized volatility | 41.27% |
| Period volatility | 71.25% |
| Sharpe ratio | -0.06 |
| Sortino ratio | -0.08 |
| Max drawdown | -59.20% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.87% |
| Correlation with the S&P 500 | 0.22 |
| Period range | $61.21 – $150.02 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Dollar Tree (DLTR) has posted an annualized return of +1.59% with annual volatility of 41.27%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. Its worst stretch (max drawdown from a peak) was -59.20%. Its correlation with the S&P 500 is 0.22, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how DLTR would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Other Consumer Staples stocks
Is it part of the S&P 500?
Yes, Dollar Tree (DLTR) is of the S&P 500.
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