Dollar Tree Inc. (DLTR) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$14,337+$4,337 · +43.37%
Total invested$10,000
Annualised (CAGR)+3.67%
Max drawdown-64.51%
SIP · Monthly122 contributions
$100 every month
$13,622+$1,422 · +11.66%
Total invested$12,200
Money-weighted (XIRR)+2.18%
Max drawdown-54.75%
SIP · Biweekly261 contributions
$100 every two weeks
$29,233+$3,133 · +12.00%
Total invested$26,100
Money-weighted (XIRR)+2.25%
Max drawdown-54.53%
Best 12-month stretch+94.19%Jan 2025 → Jan 2026
Worst 12-month stretch-53.36%Mar 2024 → Mar 2025
Deepest drawdown-64.51%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings$0on $10,000, trailing 10 years
Growth of your contributions
It would be worth$27,959after your settings in DLTR
Profit+$5,759+25.94% on money in
Annualised return+3.16%Money-weighted (XIRR)
Deepest dip-60.23%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.77% | -8.65% | +5.76% | +19.04% | +2.07% p.a. | +2.93% p.a. | +3.67% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -2.22% | +39.04% | -13.44% | +0.15% | +16.13% | +30.06% | +0.65% | +0.43% | -48.36% | +74.07% | -11.39% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,169 | -$231 | -2.22% |
| 2017 | $11,600 | $15,701 | +$4,101 | +35.35% |
| 2018 | $12,800 | $14,805 | +$2,005 | +15.66% |
| 2019 | $14,000 | $15,909 | +$1,909 | +13.64% |
| 2020 | $15,200 | $19,933 | +$4,733 | +31.14% |
| 2021 | $16,400 | $27,499 | +$11,099 | +67.68% |
| 2022 | $17,700 | $28,913 | +$11,213 | +63.35% |
| 2023 | $18,900 | $30,319 | +$11,419 | +60.42% |
| 2024 | $20,100 | $16,581 | -$3,519 | -17.51% |
| 2025 | $21,300 | $30,556 | +$9,256 | +43.45% |
| 2026 (YTD) | $22,200 | $27,959 | +$5,759 | +25.94% |