Portfolio of Off-Price Stores Stocks

See the following 3 off-price retailers.


3 Off-Price Stores Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline

Burlington StoresBURL
Ross StoresROST
TJX CompaniesTJX
Sparkline weekly price charts based on Alpha Vantage data.


Portfolio Values

To inspect the performance of the Off-Price Stores Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 3 stocks are included in the portfolio computations. The current value of the portfolio assumes that $3,333.33 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $17,978. The percent return is 79.78%. The annualized return is 12.45%.



Portfolio Value Chart for Last 100 Daily Closes



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