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Dow Jones Industrial Average (^DJI)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow Jones Industrial Average, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Dow Jones Industrial Average (^DJI) has returned -3.58% so far this year and 10.33% over the past 12 months. Over the last ten years, ^DJI has returned 10.05% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Dow Jones Industrial Average

1D
2.49%
1M
-5.38%
YTD
-3.58%
6M
-0.12%
1Y
10.33%
3Y*
11.67%
5Y*
6.93%
10Y*
10.05%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 1, 1970, ^DJI's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, your investment would double in approximately 8.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jan 1976 with a return of +14.4%, while the worst month was Oct 1987 at -23.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^DJI closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +11.4%, while the worst single day was Oct 19, 1987 at -22.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.73%0.17%-5.38%-3.58%
20254.70%-1.58%-4.20%-3.17%3.94%4.32%0.08%3.20%1.87%2.51%0.32%0.73%12.97%
20241.22%2.22%2.08%-5.00%2.30%1.12%4.41%1.76%1.85%-1.34%7.54%-5.27%12.88%
20232.83%-4.19%1.89%2.48%-3.49%4.56%3.35%-2.36%-3.50%-1.36%8.77%4.84%13.70%
2022-3.32%-3.53%2.32%-4.91%0.04%-6.71%6.73%-4.06%-8.84%13.95%5.67%-4.17%-8.78%
2021-2.04%3.17%6.62%2.71%1.93%-0.08%1.25%1.22%-4.29%5.84%-3.73%5.38%18.73%

Benchmark Metrics

Dow Jones Industrial Average has an annualized alpha of 0.06%, beta of 0.95, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since January 02, 1970.

  • This index participated in 95.48% of S&P 500 Index downside but only 93.69% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.95 and R² of 0.92, this index moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.06%
Beta
0.95
0.92
Upside Capture
93.69%
Downside Capture
95.48%

Return for Risk

Risk / Return Rank

^DJI ranks 40 for risk / return — on par with similar indices. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


^DJI Risk / Return Rank: 4040
Overall Rank
^DJI Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
^DJI Sortino Ratio Rank: 3939
Sortino Ratio Rank
^DJI Omega Ratio Rank: 3939
Omega Ratio Rank
^DJI Calmar Ratio Rank: 4343
Calmar Ratio Rank
^DJI Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dow Jones Industrial Average (^DJI) and compare them to a chosen benchmark (S&P 500 Index).


^DJIBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.62

0.90

-0.28

Sortino ratio

Return per unit of downside risk

1.00

1.39

-0.38

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

1.05

1.40

-0.34

Martin ratio

Return relative to average drawdown

3.82

6.61

-2.78

Explore ^DJI risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dow Jones Industrial Average. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dow Jones Industrial Average was 53.78%, occurring on Mar 9, 2009. Recovery took 1380 trading sessions.

The current Dow Jones Industrial Average drawdown is 7.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.78%Oct 10, 2007517Mar 9, 20091380Mar 5, 20131897
-45.08%Jan 12, 1973496Dec 6, 19742041Nov 3, 19822537
-37.85%Jan 18, 2000996Oct 9, 20021455Oct 3, 20062451
-37.09%Feb 13, 202027Mar 23, 2020166Nov 16, 2020193
-36.13%Aug 26, 198738Oct 19, 1987468Aug 24, 1989506

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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