NASDAQ:DLTR | Roast Me | DOLLAR TREE, INC.

45/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 5 wins, 7 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseDLTR / S&P
10.45% / 15.20%
LoseDLTR / S&P
9.39% / 15.00%
LoseDLTR / S&P
-146.16% / 50.40%
Non-scoringDLTR / S&P
6.52% / 15.70%
Non-scoringDLTR / S&P
14.23 / 28.47
Non-scoringDLTR / S&P
5.22 / S&P unavailable
Non-scoringDLTR / S&P
DLTR unavailable / S&P unavailable
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.36b
2026-Q10/3 LoseDLTR / S&P
-10.97% / -4.33%
LoseDLTR / S&P
10.42% / 11.30%
LoseDLTR / S&P
-144.33% / 27.70%
Non-scoringDLTR / S&P
6.61% / 14.80%
Non-scoringDLTR / S&P
18.20 / 25.43
Non-scoringDLTR / S&P
6.22 / S&P unavailable
Non-scoringDLTR / S&P
DLTR unavailable / S&P unavailable
Non-scoringDLTR / S&P
DLTR unavailable / $0.27b
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
2025-Q43/3 WinDLTR / S&P
30.35% / 2.65%
WinDLTR / S&P
156.35% / 9.00%
WinDLTR / S&P
185.50% / 13.40%
Non-scoringDLTR / S&P
-15.41% / 13.20%
Non-scoringDLTR / S&P
DLTR unavailable / 28.48
Non-scoringDLTR / S&P
5.74 / 5.39
Non-scoringDLTR / S&P
DLTR unavailable / $4.42m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.20b
2025-Q32/3 LoseDLTR / S&P
-4.72% / 8.12%
WinDLTR / S&P
78.91% / 4.61%
WinDLTR / S&P
181.46% / 13.45%
Non-scoringDLTR / S&P
-15.81% / 11.78%
Non-scoringDLTR / S&P
DLTR unavailable / 28.13
Non-scoringDLTR / S&P
6.51 / 5.27
Non-scoringDLTR / S&P
DLTR unavailable / $4.42m
Non-scoringDLTR / S&P
DLTR unavailable / $0.11b
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
2025-Q23/3 WinDLTR / S&P
31.93% / 10.94%
WinDLTR / S&P
32.46% / 4.83%
WinDLTR / S&P
205.99% / 10.63%
Non-scoringDLTR / S&P
-16.56% / 11.45%
Non-scoringDLTR / S&P
DLTR unavailable / 27.10
Non-scoringDLTR / S&P
4.54 / 5.01
Non-scoringDLTR / S&P
DLTR unavailable / $4.42m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.23b
2025-Q12/3 WinDLTR / S&P
0.17% / -4.27%
LoseDLTR / S&P
4.74% / 4.98%
WinDLTR / S&P
209.03% / 10.57%
Non-scoringDLTR / S&P
-17.25% / 11.39%
Non-scoringDLTR / S&P
DLTR unavailable / 26.23
Non-scoringDLTR / S&P
3.97 / 4.69
Non-scoringDLTR / S&P
DLTR unavailable / $4.42m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.10b
2024-Q41/3 WinDLTR / S&P
6.57% / 2.41%
LoseDLTR / S&P
-55.88% / 5.25%
LoseDLTR / S&P
-188.99% / 6.15%
Non-scoringDLTR / S&P
-14.13% / 11.29%
Non-scoringDLTR / S&P
DLTR unavailable / 28.60
Non-scoringDLTR / S&P
1.88 / 4.99
Non-scoringDLTR / S&P
DLTR unavailable / $4.28m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.08b
2024-Q30/3 LoseDLTR / S&P
-34.14% / 5.89%
LoseDLTR / S&P
-36.74% / 5.89%
LoseDLTR / S&P
-187.27% / 6.11%
Non-scoringDLTR / S&P
-10.28% / 10.87%
Non-scoringDLTR / S&P
DLTR unavailable / 28.09
Non-scoringDLTR / S&P
2.90 / 4.94
Non-scoringDLTR / S&P
DLTR unavailable / $4.28m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.21b
2024-Q20/3 LoseDLTR / S&P
-19.81% / 4.28%
LoseDLTR / S&P
-13.96% / 5.38%
LoseDLTR / S&P
-172.86% / 5.12%
Non-scoringDLTR / S&P
-7.32% / 10.85%
Non-scoringDLTR / S&P
DLTR unavailable / 27.64
Non-scoringDLTR / S&P
3.57 / 4.79
Non-scoringDLTR / S&P
DLTR unavailable / $4.28m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.36b
2024-Q11/3 LoseDLTR / S&P
-6.27% / 10.56%
WinDLTR / S&P
8.86% / 5.71%
LoseDLTR / S&P
-162.97% / 5.59%
Non-scoringDLTR / S&P
-5.95% / 10.81%
Non-scoringDLTR / S&P
DLTR unavailable / 27.02
Non-scoringDLTR / S&P
4.13 / 4.71
Non-scoringDLTR / S&P
DLTR unavailable / $4.28m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.12b
2023-Q41/3 WinDLTR / S&P
33.44% / 11.69%
LoseDLTR / S&P
-39.48% / 6.81%
LoseDLTR / S&P
-26.50% / 7.78%
Non-scoringDLTR / S&P
6.95% / 11.19%
Non-scoringDLTR / S&P
20.27 / 24.35
Non-scoringDLTR / S&P
2.62 / 4.31
Non-scoringDLTR / S&P
DLTR unavailable / $4.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.01b
2023-Q30/3 LoseDLTR / S&P
-25.82% / -3.27%
LoseDLTR / S&P
-39.69% / 7.52%
LoseDLTR / S&P
-20.63% / -5.03%
Non-scoringDLTR / S&P
7.44% / 10.84%
Non-scoringDLTR / S&P
27.51 / 23.93
Non-scoringDLTR / S&P
3.71 / 3.98
Non-scoringDLTR / S&P
DLTR unavailable / $4.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.24b
2023-Q21/3 LoseDLTR / S&P
-0.03% / 8.74%
LoseDLTR / S&P
-40.80% / 9.50%
WinDLTR / S&P
-5.64% / -8.57%
Non-scoringDLTR / S&P
8.71% / 10.88%
Non-scoringDLTR / S&P
24.61 / 24.01
Non-scoringDLTR / S&P
3.81 / 4.19
Non-scoringDLTR / S&P
DLTR unavailable / $4.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.17b
2023-Q11/3 LoseDLTR / S&P
1.49% / 7.50%
LoseDLTR / S&P
-41.45% / 10.77%
WinDLTR / S&P
24.53% / -15.69%
Non-scoringDLTR / S&P
10.49% / 10.82%
Non-scoringDLTR / S&P
20.59 / 22.66
Non-scoringDLTR / S&P
3.80 / 3.93
Non-scoringDLTR / S&P
DLTR unavailable / $4.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.13b
2022-Q41/3 LoseDLTR / S&P
3.92% / 7.56%
LoseDLTR / S&P
6.46% / 11.88%
WinDLTR / S&P
21.32% / -17.99%
Non-scoringDLTR / S&P
5.84% / 11.09%
Non-scoringDLTR / S&P
21.68 / 22.65
Non-scoringDLTR / S&P
4.24 / 3.75
Non-scoringDLTR / S&P
DLTR unavailable / $3.70m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.15b
2022-Q31/3 LoseDLTR / S&P
-12.67% / -4.88%
LoseDLTR / S&P
5.42% / 13.47%
WinDLTR / S&P
9.31% / -1.41%
Non-scoringDLTR / S&P
5.77% / 12.28%
Non-scoringDLTR / S&P
23.63 / 20.58
Non-scoringDLTR / S&P
4.41 / 3.60
Non-scoringDLTR / S&P
DLTR unavailable / $3.70m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.17b
2022-Q21/3 WinDLTR / S&P
-2.68% / -16.10%
LoseDLTR / S&P
4.03% / 13.71%
LoseDLTR / S&P
5.64% / 11.04%
Non-scoringDLTR / S&P
5.57% / 13.03%
Non-scoringDLTR / S&P
24.60 / 20.28
Non-scoringDLTR / S&P
4.45 / 3.78
Non-scoringDLTR / S&P
DLTR unavailable / $3.70m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.17b
2022-Q11/3 WinDLTR / S&P
13.97% / -4.60%
LoseDLTR / S&P
3.14% / 15.97%
LoseDLTR / S&P
2.48% / 42.23%
Non-scoringDLTR / S&P
5.05% / 14.22%
Non-scoringDLTR / S&P
21.78 / 22.19
Non-scoringDLTR / S&P
3.75 / 4.51
Non-scoringDLTR / S&P
DLTR unavailable / $3.70m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.20b
2021-Q41/3 WinDLTR / S&P
46.80% / 11.03%
LoseDLTR / S&P
3.76% / 15.00%
LoseDLTR / S&P
45.93% / 96.40%
Non-scoringDLTR / S&P
5.29% / 15.13%
Non-scoringDLTR / S&P
17.61 / 23.63
Non-scoringDLTR / S&P
3.35 / 4.73
Non-scoringDLTR / S&P
DLTR unavailable / $3.63m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.13b
2021-Q31/3 LoseDLTR / S&P
-3.80% / 0.58%
LoseDLTR / S&P
4.61% / 10.77%
WinDLTR / S&P
69.52% / 69.42%
Non-scoringDLTR / S&P
5.78% / 14.13%
Non-scoringDLTR / S&P
15.07 / 25.35
Non-scoringDLTR / S&P
3.20 / 4.38
Non-scoringDLTR / S&P
DLTR unavailable / $3.63m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.19b
2021-Q22/3 LoseDLTR / S&P
-13.07% / 8.55%
WinDLTR / S&P
6.68% / 6.58%
WinDLTR / S&P
82.65% / 51.81%
Non-scoringDLTR / S&P
5.72% / 13.34%
Non-scoringDLTR / S&P
18.13 / 26.70
Non-scoringDLTR / S&P
3.59 / 4.43
Non-scoringDLTR / S&P
DLTR unavailable / $3.63m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.11b
2021-Q12/3 LoseDLTR / S&P
5.94% / 6.17%
WinDLTR / S&P
8.04% / -1.06%
WinDLTR / S&P
62.36% / 7.39%
Non-scoringDLTR / S&P
5.26% / 11.60%
Non-scoringDLTR / S&P
17.68 / 30.50
Non-scoringDLTR / S&P
3.26 / 4.23
Non-scoringDLTR / S&P
DLTR unavailable / $3.63m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.10b
2020-Q42/3 WinDLTR / S&P
18.28% / 12.15%
WinDLTR / S&P
6.62% / -3.72%
LoseDLTR / S&P
-160.18% / -33.42%
Non-scoringDLTR / S&P
3.84% / 8.86%
Non-scoringDLTR / S&P
22.08 / 39.26
Non-scoringDLTR / S&P
3.05 / 4.05
Non-scoringDLTR / S&P
DLTR unavailable / $3.17m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.01b
2020-Q31/3 LoseDLTR / S&P
-1.45% / 8.93%
WinDLTR / S&P
5.72% / -2.04%
LoseDLTR / S&P
-156.41% / -27.10%
Non-scoringDLTR / S&P
3.61% / 9.24%
Non-scoringDLTR / S&P
24.95 / 34.27
Non-scoringDLTR / S&P
3.25 / 3.65
Non-scoringDLTR / S&P
DLTR unavailable / $3.17m
Non-scoringDLTR / S&P
DLTR unavailable / $0.02b
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
2020-Q22/3 WinDLTR / S&P
26.15% / 20.54%
WinDLTR / S&P
4.38% / -0.46%
LoseDLTR / S&P
-154.49% / -27.11%
Non-scoringDLTR / S&P
3.35% / 9.37%
Non-scoringDLTR / S&P
22.76 / 31.29
Non-scoringDLTR / S&P
2.82 / 3.44
Non-scoringDLTR / S&P
DLTR unavailable / $3.17m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.03b
2020-Q10/3 LoseDLTR / S&P
-21.88% / -19.60%
LoseDLTR / S&P
3.45% / 3.47%
LoseDLTR / S&P
-152.02% / -14.75%
Non-scoringDLTR / S&P
3.50% / 10.68%
Non-scoringDLTR / S&P
24.92 / 22.80
Non-scoringDLTR / S&P
3.30 / 2.92
Non-scoringDLTR / S&P
DLTR unavailable / $3.17m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.05b
2019-Q40/3 LoseDLTR / S&P
-17.62% / 9.07%
LoseDLTR / S&P
2.27% / 5.36%
LoseDLTR / S&P
-191.32% / 2.99%
Non-scoringDLTR / S&P
-6.82% / 12.81%
Non-scoringDLTR / S&P
DLTR unavailable / 22.78
Non-scoringDLTR / S&P
4.32 / 3.53
Non-scoringDLTR / S&P
DLTR unavailable / $3.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.05b
2019-Q31/3 WinDLTR / S&P
6.30% / 1.70%
LoseDLTR / S&P
2.36% / 5.02%
LoseDLTR / S&P
-192.08% / 0.21%
Non-scoringDLTR / S&P
-6.77% / 12.41%
Non-scoringDLTR / S&P
DLTR unavailable / 22.44
Non-scoringDLTR / S&P
3.91 / 3.30
Non-scoringDLTR / S&P
DLTR unavailable / $3.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.09b
2019-Q20/3 LoseDLTR / S&P
2.24% / 4.30%
LoseDLTR / S&P
DLTR unavailable / 6.64%
LoseDLTR / S&P
-188.76% / 8.65%
Non-scoringDLTR / S&P
-6.43% / 12.79%
Non-scoringDLTR / S&P
DLTR unavailable / 21.37
Non-scoringDLTR / S&P
4.49 / 3.32
Non-scoringDLTR / S&P
DLTR unavailable / $3.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.27b
2019-Q11/3 WinDLTR / S&P
16.30% / 13.65%
LoseDLTR / S&P
DLTR unavailable / 8.12%
LoseDLTR / S&P
-192.79% / 14.29%
Non-scoringDLTR / S&P
-6.97% / 12.97%
Non-scoringDLTR / S&P
DLTR unavailable / 20.86
Non-scoringDLTR / S&P
4.08 / 3.26
Non-scoringDLTR / S&P
DLTR unavailable / $3.08m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $34.35b
2018-Q42/3 WinDLTR / S&P
10.75% / -13.52%
LoseDLTR / S&P
DLTR unavailable / 9.05%
WinDLTR / S&P
75.89% / 18.23%
Non-scoringDLTR / S&P
7.64% / 13.10%
Non-scoringDLTR / S&P
11.54 / 19.39
Non-scoringDLTR / S&P
2.55 / 2.94
Non-scoringDLTR / S&P
DLTR unavailable / $3.00m
Non-scoringDLTR / S&P
DLTR unavailable / $0.01b
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
2018-Q31/3 LoseDLTR / S&P
-4.06% / 7.71%
LoseDLTR / S&P
DLTR unavailable / 10.21%
WinDLTR / S&P
84.62% / 19.06%
Non-scoringDLTR / S&P
7.53% / 13.01%
Non-scoringDLTR / S&P
12.53 / 22.25
Non-scoringDLTR / S&P
2.81 / 3.45
Non-scoringDLTR / S&P
DLTR unavailable / $3.00m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.17b
2018-Q21/3 LoseDLTR / S&P
-10.43% / 3.43%
LoseDLTR / S&P
DLTR unavailable / 9.03%
WinDLTR / S&P
93.13% / 14.46%
Non-scoringDLTR / S&P
DLTR unavailable / 12.56%
Non-scoringDLTR / S&P
13.30 / 22.49
Non-scoringDLTR / S&P
3.03 / 3.25
Non-scoringDLTR / S&P
DLTR unavailable / $3.00m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.19b
2018-Q11/3 LoseDLTR / S&P
-11.56% / -0.76%
LoseDLTR / S&P
DLTR unavailable / 7.68%
WinDLTR / S&P
91.25% / 12.46%
Non-scoringDLTR / S&P
DLTR unavailable / 12.27%
Non-scoringDLTR / S&P
15.07 / 23.41
Non-scoringDLTR / S&P
3.60 / 3.17
Non-scoringDLTR / S&P
DLTR unavailable / $3.00m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.08b
2017-Q42/3 WinDLTR / S&P
23.60% / 6.64%
LoseDLTR / S&P
DLTR unavailable / 7.03%
WinDLTR / S&P
21.80% / 13.82%
Non-scoringDLTR / S&P
DLTR unavailable / 12.09%
Non-scoringDLTR / S&P
22.19 / 24.25
Non-scoringDLTR / S&P
3.61 / 3.23
Non-scoringDLTR / S&P
DLTR unavailable / $2.92m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.05b
2017-Q32/3 WinDLTR / S&P
24.17% / 4.48%
LoseDLTR / S&P
DLTR unavailable / 5.68%
WinDLTR / S&P
27.04% / 17.57%
Non-scoringDLTR / S&P
DLTR unavailable / 12.04%
Non-scoringDLTR / S&P
18.33 / 23.28
Non-scoringDLTR / S&P
2.90 / 3.08
Non-scoringDLTR / S&P
DLTR unavailable / $2.92m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.11b
2017-Q21/3 LoseDLTR / S&P
-10.88% / 3.09%
LoseDLTR / S&P
DLTR unavailable / 4.83%
WinDLTR / S&P
92.59% / 17.74%
Non-scoringDLTR / S&P
DLTR unavailable / 11.96%
Non-scoringDLTR / S&P
22.67 / 23.40
Non-scoringDLTR / S&P
3.49 / 3.03
Non-scoringDLTR / S&P
DLTR unavailable / $2.92m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.08b
2017-Q11/3 LoseDLTR / S&P
1.66% / 6.07%
LoseDLTR / S&P
DLTR unavailable / 3.67%
WinDLTR / S&P
201.60% / 13.32%
Non-scoringDLTR / S&P
DLTR unavailable / 11.75%
Non-scoringDLTR / S&P
19.51 / 23.60
Non-scoringDLTR / S&P
3.24 / 3.01
Non-scoringDLTR / S&P
DLTR unavailable / $2.92m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $20.24b
2016-Q41/3 LoseDLTR / S&P
-2.22% / 3.82%
LoseDLTR / S&P
DLTR unavailable / 2.09%
WinDLTR / S&P
179.67% / 7.05%
Non-scoringDLTR / S&P
DLTR unavailable / 11.37%
Non-scoringDLTR / S&P
22.09 / 23.76
Non-scoringDLTR / S&P
3.52 / 2.91
Non-scoringDLTR / S&P
DLTR unavailable / $2.88m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $1.11b
2016-Q31/3 LoseDLTR / S&P
-16.25% / 3.85%
LoseDLTR / S&P
DLTR unavailable / 0.20%
WinDLTR / S&P
101.97% / -3.15%
Non-scoringDLTR / S&P
DLTR unavailable / 10.82%
Non-scoringDLTR / S&P
31.80 / 24.22
Non-scoringDLTR / S&P
4.67 / 2.78
Non-scoringDLTR / S&P
DLTR unavailable / $2.88m
Non-scoringDLTR / S&P
DLTR unavailable / $0.00b
Non-scoringDLTR / S&P
DLTR unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricDLTR total returnS&P 500 Total Return Index
Total return16.33%20.78%
Annualized return16.33%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricDLTR total returnS&P 500 Total Return Index
Total return41.13%83.14%
Annualized return7.13%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricDLTR total returnS&P 500 Total Return Index
Total return52.68%319.30%
Annualized return4.32%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.