BJ's Wholesale Club Holdings, Inc. (BJ) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$21,833
Total Return
118.33%
CAGR
16.90%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.52% |
| Median | +1.36% |
| Best | +23.19% |
| Worst | -25.28% |
| % of Windows Positive | 58.5% |
1-Year (252 Trading Days)
| Average | +16.87% |
| Median | +16.40% |
| Best | +62.46% |
| Worst | -23.09% |
| % of Windows Positive | 72.9% |
3-Year (756 Trading Days)
| Average | +53.27% |
| Median | +48.69% |
| Best | +115.18% |
| Worst | +12.26% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -27.30% |
| Average Drawdown | -9.96% |
| Drawdown Duration | 187 Trading Days |
| Sortino Ratio | 0.95 |
| Calmar Ratio | 0.62 |
| CVaR (5%) | -4.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.63% (+23.52% ann.) | +$663.11 | $0.00 | $0.00 | $0.00 |
| 2025 | +0.76% | +$76.10 | $0.00 | $0.00 | $0.00 |
| 2024 | +34.04% | +$3403.84 | $0.00 | $0.00 | $0.00 |
| 2023 | +0.76% | +$75.57 | $0.00 | $0.00 | $0.00 |
| 2022 | -1.21% | $120.95 | $0.00 | $0.00 | $0.00 |
| 2021 | +79.64% | +$7964.06 | $0.00 | $0.00 | $0.00 |
| 2020 | +63.94% | +$6394.02 | $0.00 | $0.00 | $0.00 |
| 2019 | +2.62% | +$261.73 | $0.00 | $0.00 | $0.00 |
| 2018 partial | +0.73% (+1.43% ann.) | +$72.73 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | June 28, 2018 – February 19, 2020 | -1.00% | -0.61% | $100.00 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | +9.64% | +185.87% | +$963.91 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +88.87% | +178.21% | +$8887.44 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +74.85% | +69.91% | +$7484.74 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +17.29% | +18.46% | +$1729.40 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -0.19% | -0.10% | $18.75 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +19.72% | +12.00% | +$1971.57 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.