DLTR monthly performance report
Monthly DLTR research: returns, drawdown, relative strength, seasonality, and key stats.
DLTR monthly report
—
Key takeaways
- Dollar Tree (DLTR) closed September 2026 at $119.17, down 5.86% for the month and +22.29% over the trailing 12 months.
- Year-to-date, DLTR is −3.12%, underperforming the S&P 500 which has returned +11.58% YTD.
- The stock is trading +1.60% versus its 200-day moving average ($117.29), a bullish technical signal.
- Over the past three years, DLTR has underperformed the S&P 500 by −63.81%, with a relative strength index reading of 62.2.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Dollar Tree ended September 2026 at $119.17, posting a monthly return of −5.86%. The S&P 500 returned −0.80% over the same window, leaving relative performance at −5.06%.
The current quarter stands at −1.47% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.60% versus the 200-day moving average ($117.29).
Year-to-date, DLTR is −3.12% against SPY +11.58%, a gap of −14.70%. The stock is currently −16.31% below its 52-week high, with maximum 3-year drawdown at −59.20%.
| Period | DLTR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.85% | −0.45% | +1.29% |
| 1 Week | −9.32% | −1.21% | −8.11% |
| 1 Month | −5.86% | −0.80% | −5.06% |
| 3 Months | +8.02% | +3.13% | +4.89% |
| 6 Months | +2.87% | +12.36% | −9.49% |
| YTD | −3.12% | +11.58% | −14.70% |
| 12 Months | +22.29% | +15.74% | +6.55% |
| 3 Years | +5.14% | +68.95% | −63.81% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +19.91% |
| #2 | Dec 2023 | +14.94% |
| #3 | Jul 2025 | +14.65% |
| #4 | Feb 2024 | +12.30% |
| #5 | Nov 2025 | +11.79% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −20.72% |
| #2 | Aug 2024 | −19.02% |
| #3 | Sep 2024 | −16.77% |
| #4 | Sep 2025 | −13.56% |
| #5 | Mar 2026 | −13.42% |
| Quarter | Return |
|---|---|
| Q2 2025 | +31.93% |
| Q3 2025 | −4.72% |
| Q4 2025 | +30.35% |
| Q1 2026 | −10.97% |
| Q2 2026 | +10.45% |
| Q3 2026 (QTD) | −1.47% |
| Year | Return |
|---|---|
| 2023 | +0.43% |
| 2024 | −47.24% |
| 2025 | +64.14% |
| 2026 | −3.12% |
| Metric | Value |
|---|---|
| 52-Week High | $142.40 (2026-01-15) |
| 52-Week Low | $84.71 (2025-10-07) |
| Current Price | $119.17 |
| 200-Day Moving Average | $117.29 |
| Price vs 200DMA | +1.60% |
| 3-Year Maximum Drawdown | −59.20% (2024-11-11) |
| Current Drawdown from 52W High | −16.31% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 62.2 |
| 3-Year Excess Return vs S&P 500 | −63.81% |
| RS Peak | 119.8 (Jan 2024) |
| RS Trough | 40.6 (Nov 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DLTR's return for this report period?
DLTR returned −5.86% in the latest monthly window ending 2026-09-14.
Has DLTR outperformed SPY year to date?
YTD DLTR: −3.12% vs SPY: +11.58%.
What is DLTR's 12-month return?
+22.29% over the trailing 12 months.
Is DLTR above or below its 200-day moving average?
Price is +1.60% versus 200DMA ($117.29).
What is the maximum drawdown in the 3-year window?
−59.20% on 2024-11-11.