Citi Trends (CTRN)
Market Price (12/26/2025): $40.86 | Market Cap: $328.9 MilSector: Consumer Discretionary | Industry: Apparel Retail
Citi Trends (CTRN)
Market Price (12/26/2025): $40.86Market Cap: $328.9 MilSector: Consumer DiscretionaryIndustry: Apparel Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Affordable Retail & Value Consumption. Themes include Discount Fashion Retail. | Weak multi-year price returns3Y Excs Rtn is -28% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 51% | ||
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.1% | ||
| Key risksCTRN key risks include [1] the heightened economic sensitivity of its core low-income customer base, Show more. |
| Megatrend and thematic driversMegatrends include Affordable Retail & Value Consumption. Themes include Discount Fashion Retail. |
| Weak multi-year price returns3Y Excs Rtn is -28% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 51% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.1% |
| Key risksCTRN key risks include [1] the heightened economic sensitivity of its core low-income customer base, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are five key points highlighting why Citi Trends (CTRN) stock moved by 14.4%, based on the most recent available information regarding the company's performance: 1. Strong Comparable Store Sales Growth. Citi Trends reported a 6.4% increase in comparable store sales for the fourth quarter of fiscal 2024, a significant improvement from the prior quarter and a solid acceleration on a two-year basis. This growth was driven by increased customer traffic, larger basket sizes, and improved conversion rates, reflecting enhanced product value and better allocation methods. The company also indicated that mid-single-digit comparable store sales momentum continued into the first quarter of fiscal 2025.2. Gross Margin Expansion. The company achieved a gross margin of 39.7% in the fourth quarter of fiscal 2024, representing an expansion of 60 basis points compared to the fourth quarter of fiscal 2023. This improvement was primarily attributed to lower freight expenses. Furthermore, for fiscal 2025, Citi Trends anticipates its full-year gross margin to expand by a minimum of 220 basis points, aligning with its objective for gross margin dollar growth to surpass sales growth.
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Stock Movement Drivers
Fundamental Drivers
The 32.1% change in CTRN stock from 9/25/2025 to 12/25/2025 was primarily driven by a 29.4% change in the company's P/S Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 30.85 | 40.75 | 32.09% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 782.72 | 800.74 | 2.30% |
| P/S Multiple | 0.32 | 0.41 | 29.39% |
| Shares Outstanding (Mil) | 8.03 | 8.05 | -0.21% |
| Cumulative Contribution | 32.09% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| CTRN | 32.1% | |
| Market (SPY) | 4.9% | 27.8% |
| Sector (XLY) | 3.8% | 18.3% |
Fundamental Drivers
The 30.8% change in CTRN stock from 6/26/2025 to 12/25/2025 was primarily driven by a 25.8% change in the company's P/S Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 31.15 | 40.75 | 30.82% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 768.52 | 800.74 | 4.19% |
| P/S Multiple | 0.33 | 0.41 | 25.80% |
| Shares Outstanding (Mil) | 8.03 | 8.05 | -0.20% |
| Cumulative Contribution | 30.82% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| CTRN | 30.8% | |
| Market (SPY) | 13.1% | 31.3% |
| Sector (XLY) | 14.2% | 28.4% |
Fundamental Drivers
The 57.0% change in CTRN stock from 12/25/2024 to 12/25/2025 was primarily driven by a 43.0% change in the company's P/S Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 25.96 | 40.75 | 56.97% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 757.09 | 800.74 | 5.77% |
| P/S Multiple | 0.29 | 0.41 | 42.98% |
| Shares Outstanding (Mil) | 8.36 | 8.05 | 3.66% |
| Cumulative Contribution | 56.76% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| CTRN | 57.0% | |
| Market (SPY) | 15.8% | 42.6% |
| Sector (XLY) | 5.3% | 41.3% |
Fundamental Drivers
The 47.6% change in CTRN stock from 12/26/2022 to 12/25/2025 was primarily driven by a 50.6% change in the company's P/S Multiple.| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 27.61 | 40.75 | 47.59% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 826.52 | 800.74 | -3.12% |
| P/S Multiple | 0.27 | 0.41 | 50.56% |
| Shares Outstanding (Mil) | 8.15 | 8.05 | 1.17% |
| Cumulative Contribution | 47.57% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| CTRN | 54.0% | |
| Market (SPY) | 48.3% | 40.1% |
| Sector (XLY) | 38.1% | 39.3% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CTRN Return | 116% | 91% | -72% | 7% | -7% | 55% | 77% |
| Peers Return | -6% | 32% | -23% | -3% | -1% | -6% | -15% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| CTRN Win Rate | 75% | 75% | 33% | 58% | 50% | 50% | |
| Peers Win Rate | 52% | 55% | 38% | 53% | 50% | 58% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| CTRN Max Drawdown | -69% | -5% | -84% | -45% | -51% | -30% | |
| Peers Max Drawdown | -55% | -8% | -47% | -29% | -30% | -31% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: ROST, TJX, BURL, CATO, PLCE. See CTRN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | CTRN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -86.5% | -25.4% |
| % Gain to Breakeven | 641.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -70.9% | -33.9% |
| % Gain to Breakeven | 243.5% | 51.3% |
| Time to Breakeven | 164 days | 148 days |
| 2018 Correction | ||
| % Loss | -59.2% | -19.8% |
| % Gain to Breakeven | 145.2% | 24.7% |
| Time to Breakeven | 546 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -83.8% | -56.8% |
| % Gain to Breakeven | 517.8% | 131.3% |
| Time to Breakeven | 4,414 days | 1,480 days |
Compare to TJX, ROST, ANF, BURL, GAP
In The Past
Citi Trends's stock fell -86.5% during the 2022 Inflation Shock from a high on 4/23/2021. A -86.5% loss requires a 641.8% gain to breakeven.
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Citi Trends, Inc. operates as a value retailer of fashion apparel, accessories, and home goods. It offers apparel, such as fashion sportswear and footwear for men and ladies, as well as apparel for kids, including newborns, infants, toddlers, boys, and girls; sleepwear, lingerie, and scrubs for ladies; and kids uniforms and accessories. The company also provides accessories and beauty products that include handbags, luggage, hats, belts, sunglasses, jewelry, and watches, as well as undergarments and outerwear for men and women. In addition, it offers home and lifestyle products comprising home products for the bedroom, bathroom, kitchen, and decorative accessories; and food, tech, team sports, and health products, as well as seasonal items, books, and toys. The company provides its products primarily to African American and Latinx families in the United States. As of January 29, 2022, it operated 609 stores in urban and rural markets in 33 states. The company was formerly known as Allied Fashion, Inc. and changed its name to Citi Trends, Inc. in 2001. Citi Trends, Inc. was founded in 1946 and is headquartered in Savannah, Georgia.
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- Ross Dress for Less or Burlington, but primarily focused on value-priced fashion and home goods for urban communities.
- A fashion-focused Dollar General or Family Dollar, specializing in discounted apparel and home goods for the entire family.
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- Apparel: Offers a wide selection of fashion apparel for the entire family, including men, women, and children.
- Accessories: Provides a variety of fashion accessories such as shoes, handbags, jewelry, and other items to complement outfits.
- Home Goods: Sells an assortment of affordable home décor, linens, and other household essentials.
AI Analysis | Feedback
Citi Trends (symbol: CTRN) is a specialty value retailer that sells primarily to **individuals** through its network of retail stores. As such, it does not have major corporate customers.
The company primarily serves the following categories of customers:
- Value-conscious urban and rural families: Citi Trends targets families in underserved communities who are looking for affordable fashion, accessories, and home goods.
- African American and multicultural consumers: The company's merchandising, marketing, and store locations are strategically focused on serving this demographic.
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Kenneth D. Seipel Chief Executive Officer
Kenneth D. Seipel was appointed Chief Executive Officer of Citi Trends on November 18, 2024, after serving as Interim CEO since June 1, 2024, and as a member of the Board of Directors since 2019. He is described as a Senior Retail Executive with experience in public and private equity-backed ownership companies, as well as Fortune 500 retail companies. Seipel's background includes leadership in large-scale growth, concept development, expansion, and business turnarounds. Prior to Citi Trends, he served as CEO (and co-owner) of West Marine from 2018 to 2021 and held senior positions at Gabriel Brothers, Wet Seal, Pamida Stores, and Old Navy.
Heather L. Plutino Executive Vice President and Chief Financial Officer
Heather L. Plutino was appointed Chief Financial Officer of Citi Trends effective June 27, 2022. Before joining Citi Trends, Ms. Plutino served as Senior Vice President of Enterprise Financial Planning & Analysis and Commercial Finance at Bed Bath & Beyond. Her previous experience also includes roles as Group Vice President of Finance and Treasury at Sally Beauty Holdings and Vice President and Treasurer at Ascena Retail Group. She also held various finance roles at Target Corporation.
Lisa A. Powell Executive Vice President and Chief Merchandising Officer
Lisa A. Powell serves as the Executive Vice President and Chief Merchandising Officer at Citi Trends.
Katrina George Vice President of Human Resources
Katrina George holds the position of Vice President of Human Resources at Citi Trends.
Kyle Koenig Vice President of Stores & Real Estate
Kyle Koenig is the Vice President of Stores & Real Estate for Citi Trends.
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The key risks to Citi Trends (CTRN) business primarily revolve around the sensitive nature of its target customer base to economic fluctuations, the successful execution of its strategic growth initiatives, and underlying profitability challenges.
- Macroeconomic Uncertainties and Consumer Sensitivity: Citi Trends' core customer demographic, primarily individuals with an income of less than $25,000 per year, is highly susceptible to macroeconomic pressures such as inflation, rising interest rates, and potential recessions. A downturn in consumer spending within this segment can directly impact the company's sales, store traffic, and overall profitability, particularly given its relatively high fixed costs.
- Execution of Strategic Initiatives and Operational Complexity: The company is actively pursuing several strategic initiatives, including the implementation of AI-driven inventory systems, extensive store remodels, and ambitious plans for new store expansion. The seamless and effective execution of these initiatives is crucial. Delays, technical issues with new systems, or underperformance of remodeled and new stores could disrupt inventory management, negatively affect the customer experience, and potentially strain the company's liquidity.
- Profitability Challenges and Potential Market Saturation: Despite recent sales growth, Citi Trends has exhibited negative returns on equity (ROE) and assets (ROA), indicating ongoing profitability challenges. Furthermore, the aggressive plan to open numerous new stores in the South and Southeast regions could lead to market saturation, resulting in diminishing returns from existing locations and potentially hindering the overall profitability and growth of the business.
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The rapid expansion and market penetration of ultra-fast fashion online retailers such as Shein and Temu, which offer extremely low prices, vast selection, and direct-to-consumer convenience, posing a significant challenge to traditional brick-and-mortar value apparel retailers like Citi Trends.AI Analysis | Feedback
The addressable markets for Citi Trends' main products and services are as follows, representing the overall U.S. market size for each category:
- Apparel: The U.S. apparel market was valued at approximately $564.2 billion in 2023 and is projected to grow at a compound annual growth rate (CAGR) of more than 3% during 2023-2028. Another estimate places the U.S. apparel garment industry at around $395 billion as of 2025.
- Footwear: The U.S. footwear market size reached approximately $97.72 billion in 2024 and is estimated to grow at a CAGR of 3.80% from 2025-2034, reaching a value of around $141.89 billion by 2034. Other estimates for the U.S. footwear market size in 2024 range from $94.7 billion to $95.1 billion.
- Home Decor: The U.S. home decor market generated a revenue of approximately $237.87 billion in 2024 and is expected to reach $392.56 billion by 2030, growing at a CAGR of 8.9% from 2025 to 2030. Another source estimates the U.S. home decor market size at $215.21 billion in 2025, expected to reach $263.21 billion by 2030 with a CAGR of 4.11%.
- Beauty and Personal Care Products: The U.S. beauty and personal care products market size was estimated at $102.73 billion in 2024 and is projected to grow at a CAGR of 7.1% from 2025 to 2030, reaching $155.44 billion by 2030.
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Expected Drivers of Future Revenue Growth for Citi Trends (CTRN)
Over the next two to three years, Citi Trends (CTRN) is anticipated to drive future revenue growth through several key initiatives: * Strategic Transformation and Operational Enhancements: Citi Trends is undergoing a strategic transformation focused on improving its product offering, inventory management, and overall operational efficiency. This includes tighter assortment discipline, opportunistic buying, and faster inventory turnover, aided by the introduction of a new AI-based allocation system. These foundational improvements are expected to continue driving comparable store sales and enhancing the customer experience, leading to increased traffic, basket size, and conversion rates. * Store Remodels and New Store Expansion: The company plans to open new stores and remodel a significant portion of its existing fleet. Remodeled stores have demonstrated improved performance, and new store openings, with 25-40 planned for 2026, will focus on attractive expansion opportunities identified through geolocation and transactional analyses. * Expansion of Product Categories and Assortment: Citi Trends sees substantial growth potential in broadening its product categories. This includes expanding offerings in areas such as plus-sizes for women and extended sizes for big men. The company is also focused on growing its "extreme value" segment, aiming for it to contribute an incremental 10% of top-line sales over time by offering branded products at significant discounts. * Capitalizing on Off-Price and Extreme Value Opportunities: Leveraging its off-price business model, Citi Trends is well-positioned to capitalize on a dynamic retail environment. This involves aggressively pursuing off-price and extreme value opportunities by sourcing alternative goods and taking advantage of disruptions in the supply chain to offer compelling deals to its value-oriented customer base.AI Analysis | Feedback
Share Repurchases
- In December 2020, Citi Trends authorized a new $30 million share repurchase program, with approximately $11.9 million remaining from a prior program.
- The company returned $3.8 million to shareholders through share repurchases in fiscal 2024.
- As of the end of the first quarter of fiscal 2025 (May 3, 2025), $40.0 million remained available under the company's share repurchase program.
Share Issuance
- Citi Trends issues restricted stock and performance-based restricted stock units to key team members and non-employee directors.
- A performance-based restricted stock award valued at $3.36 million was granted to the Chief Executive Officer on November 18, 2024.
- As of August 29, 2025, the company had 8,305,912 outstanding shares of common stock.
Capital Expenditures
- Capital expenditures in fiscal 2024 were $12.1 million, a decrease mainly attributed to opening fewer stores.
- For the fiscal year ending February 1, 2026 (fiscal 2025), anticipated capital expenditures are in the range of $22 million to $25 million.
- These expenditures are primarily focused on remodeling approximately 60 stores, opening up to 3 new stores, and continued investments in systems and distribution centers, including an AI-based allocation system.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to CTRN. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.3% | 13.3% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.3% | 5.3% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.4% | 3.4% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.8% | 1.8% | -1.6% |
Research & Analysis
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Peer Comparisons for Citi Trends
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 99.02 |
| Mkt Cap | 9.2 |
| Rev LTM | 6,242 |
| Op Inc LTM | 388 |
| FCF LTM | 26 |
| FCF 3Y Avg | 34 |
| CFO LTM | 446 |
| CFO 3Y Avg | 438 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.1% |
| Rev Chg 3Y Avg | 2.6% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Mgn LTM | 3.1% |
| Op Mgn 3Y Avg | 1.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 5.8% |
| CFO/Rev 3Y Avg | 4.6% |
| FCF/Rev LTM | 2.3% |
| FCF/Rev 3Y Avg | -0.1% |
Price Behavior
Price Behavior
| Market Price | $40.75 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 05/18/2005 | |
| Distance from 52W High | -15.4% | |
| 50 Days | 200 Days | |
| DMA Price | $40.49 | $31.50 |
| DMA Trend | up | up |
| Distance from DMA | 0.6% | 29.4% |
| 3M | 1YR | |
| Volatility | 47.3% | 59.9% |
| Downside Capture | 43.18 | 140.30 |
| Upside Capture | 163.95 | 165.27 |
| Correlation (SPY) | 28.8% | 42.7% |
CTRN Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.03 | 1.36 | 1.51 | 1.76 | 1.38 | 1.40 |
| Up Beta | 1.75 | 1.60 | 2.53 | 1.76 | 1.07 | 1.08 |
| Down Beta | -0.38 | 0.75 | 0.35 | 0.92 | 1.15 | 1.39 |
| Up Capture | 339% | 336% | 242% | 331% | 434% | 423% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 13 | 24 | 34 | 71 | 137 | 363 |
| Down Capture | -15% | 52% | 133% | 157% | 126% | 109% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 6 | 17 | 28 | 53 | 110 | 382 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of CTRN With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| CTRN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 64.1% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 59.5% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | 1.05 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 41.2% | 42.7% | 6.1% | 11.8% | 27.5% | 14.9% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of CTRN With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| CTRN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -1.5% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 61.1% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.22 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 45.9% | 43.6% | 5.7% | 10.6% | 34.1% | 19.8% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of CTRN With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| CTRN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 7.5% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 57.0% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.37 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 47.3% | 45.4% | 2.8% | 16.1% | 39.9% | 15.8% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/2/2025 | -1.4% | 4.1% | |
| 8/26/2025 | -0.2% | 2.9% | -7.8% |
| 6/3/2025 | 21.7% | 25.7% | 22.7% |
| 3/18/2025 | 2.9% | 3.7% | -9.1% |
| 11/19/2024 | 9.0% | 19.8% | 49.5% |
| 8/27/2024 | -7.2% | -15.8% | 11.9% |
| 5/31/2024 | 1.2% | -4.7% | -18.6% |
| 3/19/2024 | -6.3% | -12.5% | -27.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 14 | 10 |
| # Negative | 8 | 9 | 13 |
| Median Positive | 6.3% | 9.5% | 17.7% |
| Median Negative | -7.2% | -12.5% | -8.4% |
| Max Positive | 29.3% | 29.9% | 49.5% |
| Max Negative | -18.8% | -33.0% | -41.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12102025 | 10-Q 11/1/2025 |
| 7312025 | 9102025 | 10-Q 8/2/2025 |
| 4302025 | 6112025 | 10-Q 5/3/2025 |
| 1312025 | 4162025 | 10-K 2/1/2025 |
| 10312024 | 12112024 | 10-Q 11/2/2024 |
| 7312024 | 9112024 | 10-Q 8/3/2024 |
| 4302024 | 6122024 | 10-Q 5/4/2024 |
| 1312024 | 4182024 | 10-K 2/3/2024 |
| 10312023 | 12062023 | 10-Q 10/28/2023 |
| 7312023 | 9062023 | 10-Q 7/29/2023 |
| 4302023 | 6072023 | 10-Q 4/29/2023 |
| 1312023 | 4132023 | 10-K 1/28/2023 |
| 10312022 | 12082022 | 10-Q 10/29/2022 |
| 7312022 | 9082022 | 10-Q 7/30/2022 |
| 4302022 | 6092022 | 10-Q 4/30/2022 |
| 1312022 | 4142022 | 10-K 1/29/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.