DG monthly performance report
Monthly DG research: returns, drawdown, relative strength, seasonality, and key stats.
DG monthly report
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Key takeaways
- Dollar General (DG) closed August 2026 at $126.94, down 0.09% for the month and +14.50% over the trailing 12 months.
- Year-to-date, DG is −4.39%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +2.38% versus its 200-day moving average ($123.99), a bullish technical signal.
- Over the past three years, DG has underperformed the S&P 500 by −96.62%, with a relative strength index reading of 44.5.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Dollar General ended August 2026 at $126.94, posting a monthly return of −0.09%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.13%.
The current quarter stands at +12.17% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.38% versus the 200-day moving average ($123.99).
Year-to-date, DG is −4.39% against SPY +12.89%, a gap of −17.28%. The stock is currently −19.78% below its 52-week high, with maximum 3-year drawdown at −59.04%.
| Period | DG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.25% | −0.20% | −0.05% |
| 1 Week | +0.77% | +3.90% | −3.13% |
| 1 Month | −0.09% | +3.05% | −3.13% |
| 3 Months | +9.54% | +7.11% | +2.43% |
| 6 Months | −11.55% | +10.70% | −22.24% |
| YTD | −4.39% | +12.89% | −17.28% |
| 12 Months | +14.50% | +22.58% | −8.08% |
| 3 Years | −24.34% | +72.29% | −96.62% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2025 | +21.64% |
| #2 | Mar 2025 | +19.52% |
| #3 | Jun 2025 | +17.55% |
| #4 | Oct 2023 | +13.13% |
| #5 | Nov 2025 | +11.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2024 | −31.74% |
| #2 | Mar 2026 | −23.22% |
| #3 | Sep 2023 | −22.52% |
| #4 | Aug 2023 | −18.21% |
| #5 | Apr 2024 | −10.91% |
| Quarter | Return |
|---|---|
| Q2 2025 | +29.94% |
| Q3 2025 | −10.71% |
| Q4 2025 | +29.41% |
| Q1 2026 | −9.83% |
| Q2 2026 | −5.31% |
| Q3 2026 (QTD) | +12.17% |
| Year | Return |
|---|---|
| 2023 | −36.47% |
| 2024 | −43.96% |
| 2025 | +76.89% |
| 2026 | −4.23% |
| Metric | Value |
|---|---|
| 52-Week High | $158.23 (2026-02-26) |
| 52-Week Low | $95.11 (2025-11-07) |
| Current Price | $126.94 |
| 200-Day Moving Average | $123.99 |
| Price vs 200DMA | +2.38% |
| 3-Year Maximum Drawdown | −59.04% (2025-01-17) |
| Current Drawdown from 52W High | −19.78% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 44.5 |
| 3-Year Excess Return vs S&P 500 | −96.62% |
| RS Peak | 101.2 (Aug 2023) |
| RS Trough | 30.9 (Jan 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DG's return for this report period?
DG returned −0.09% in the latest monthly window ending 2026-08-05.
Has DG outperformed SPY year to date?
YTD DG: −4.39% vs SPY: +12.89%.
What is DG's 12-month return?
+14.50% over the trailing 12 months.
Is DG above or below its 200-day moving average?
Price is +2.38% versus 200DMA ($123.99).
What is the maximum drawdown in the 3-year window?
−59.04% on 2025-01-17.