Dow Jones Utility Average (^DJU)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dow Jones Utility Average, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Dow Jones Utility Average had a return of 16.69% year-to-date (YTD) and 19.03% in the last 12 months. Over the past 10 years, Dow Jones Utility Average had an annualized return of 6.34%, while the S&P 500 had an annualized return of 10.55%, indicating that Dow Jones Utility Average did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.69% | 13.39% |
| 1 month | 2.83% | 4.02% |
| 6 months | 20.24% | 5.56% |
| 1 year | 19.03% | 21.51% |
| 5 years (annualized) | 3.94% | 12.69% |
| 10 years (annualized) | 6.34% | 10.55% |
Monthly Returns
The table below presents the monthly returns of ^DJU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.25% | -1.42% | 4.91% | 1.22% | 5.98% | -4.20% | 8.98% | 3.32% | 16.69% | ||||
| 2023 | 0.37% | -6.59% | 3.62% | 2.11% | -6.17% | 0.70% | 2.71% | -6.28% | -6.43% | 0.90% | 5.20% | 1.72% | -8.86% |
| 2022 | -2.38% | -1.22% | 10.55% | -4.04% | 2.32% | -5.25% | 5.66% | -1.47% | -11.95% | 2.81% | 7.43% | -1.42% | -1.03% |
| 2021 | -1.42% | -6.66% | 10.65% | 4.42% | -2.38% | -2.37% | 3.58% | 2.96% | -6.39% | 4.72% | -2.44% | 9.39% | 13.05% |
| 2020 | 6.76% | -10.51% | -9.98% | 2.93% | 3.68% | -4.89% | 8.24% | -3.32% | 1.43% | 5.29% | 0.46% | 0.34% | -1.65% |
| 2019 | 2.01% | 4.00% | 2.96% | 1.45% | -0.71% | 3.34% | -0.21% | 4.52% | 3.92% | -1.27% | -1.82% | 3.22% | 23.32% |
| 2018 | -3.33% | -4.35% | 3.56% | 2.08% | -1.67% | 2.36% | 1.77% | 0.30% | -0.80% | 1.84% | 1.10% | -3.91% | -1.44% |
| 2017 | 1.40% | 5.13% | -0.84% | 1.01% | 3.16% | -2.71% | 2.77% | 2.31% | -2.64% | 4.09% | 2.28% | -6.10% | 9.67% |
| 2016 | 5.80% | 1.53% | 7.71% | -2.11% | 0.76% | 8.66% | -0.71% | -6.26% | 0.19% | 1.06% | -6.30% | 4.26% | 14.15% |
| 2015 | 3.09% | -6.75% | -1.19% | -0.08% | 0.06% | -6.25% | 6.11% | -3.75% | 2.64% | 0.64% | -2.99% | 2.61% | -6.51% |
| 2014 | 3.20% | 2.47% | 2.58% | 4.03% | -1.56% | 5.69% | -6.37% | 4.65% | -2.32% | 8.28% | 0.46% | 3.06% | 25.99% |
| 2013 | 4.61% | 1.35% | 5.83% | 5.69% | -10.27% | 0.78% | 3.72% | -5.18% | 0.92% | 3.65% | -2.55% | 0.71% | 8.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DJU is 47, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Dow Jones Utility Average (^DJU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Dow Jones Utility 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 Utility Average was 59.73%, occurring on Oct 9, 2002. Recovery took 730 trading sessions.
The current Dow Jones Utility Average drawdown is 4.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.73% | Dec 27, 2000 | 445 | Oct 9, 2002 | 730 | Sep 1, 2005 | 1175 |
| -47.41% | Dec 11, 2007 | 312 | Mar 9, 2009 | 1295 | Apr 28, 2014 | 1607 |
| -36.42% | Feb 19, 2020 | 24 | Mar 23, 2020 | 439 | Dec 16, 2021 | 463 |
| -32.18% | Sep 14, 1993 | 303 | Nov 22, 1994 | 759 | Nov 21, 1997 | 1062 |
| -29.24% | Feb 6, 1987 | 177 | Oct 19, 1987 | 537 | Dec 1, 1989 | 714 |
Volatility
Volatility Chart
The current Dow Jones Utility Average volatility is 2.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.