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Performance

^DJUS Performance Chart

Dow Jones U.S. Index (^DJUS) is up 11.3% since the beginning of the year. ^DJUS is currently trading at $1,849 per share. Investors who bought $1,000 worth of ^DJUS shares 5 years ago would now be looking at an investment worth $1,755.


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S&P 500 Index

Returns By Period

Dow Jones U.S. Index (^DJUS) has returned 11.30% so far this year and 27.98% over the past 12 months. Over the last ten years, ^DJUS has had an annualized return of 13.44%, just under the S&P 500 Index benchmark’s 13.75%.


Dow Jones U.S. Index

1D
0.22%
1M
5.33%
YTD
11.30%
6M
11.51%
1Y
27.98%
3Y*
20.99%
5Y*
11.91%
10Y*
13.44%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^DJUS Monthly Returns History

Based on dividend-adjusted daily data since Feb 14, 2000, ^DJUS's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +13.1%, while the worst month was Oct 2008 at -17.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ^DJUS closed higher 54% of trading days. The best single day was Feb 16, 2020 with a return of +19.2%, while the worst single day was Feb 18, 2020 at -16.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.33%-0.69%-5.06%10.28%5.11%0.51%11.30%
20253.03%-1.82%-5.98%-0.70%6.30%4.99%2.23%1.98%3.35%2.17%0.00%-0.11%15.89%
20241.28%5.29%3.13%-4.38%4.58%3.19%1.40%2.14%1.99%-0.79%6.30%-2.90%22.77%
20236.67%-2.51%2.94%1.08%0.31%6.65%3.38%-1.97%-4.82%-2.58%9.17%4.86%24.51%
2022-5.89%-2.83%3.22%-9.06%-0.38%-8.48%9.21%-4.03%-9.40%7.89%5.24%-5.99%-20.68%
2021-0.84%2.85%3.63%5.29%0.31%2.40%2.08%2.76%-4.75%6.80%-1.45%3.83%24.80%

Benchmark Metrics

Dow Jones U.S. Index has an annualized alpha of -0.41%, beta of 1.01, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since February 15, 2000.

  • With beta of 1.01 and R2 of 0.97, 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
-0.41%
Beta
1.01
0.97
Upside Capture
102.99%
Downside Capture
104.48%

Return for Risk

Risk / Return Rank

^DJUS ranks 75 for risk / return — better than 75% of indices on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


^DJUS Risk / Return Rank: 7575
Overall Rank
^DJUS Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
^DJUS Sortino Ratio Rank: 7373
Sortino Ratio Rank
^DJUS Omega Ratio Rank: 7474
Omega Ratio Rank
^DJUS Calmar Ratio Rank: 7171
Calmar Ratio Rank
^DJUS Martin Ratio Rank: 8383
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 U.S. Index (^DJUS) and compare them to S&P 500 Index.


^DJUSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.33

2.39

-0.06

Sortino ratio

Return per unit of downside risk

3.18

3.25

-0.08

Omega ratio

Gain probability vs. loss probability

1.42

1.43

-0.01

Calmar ratio

Return relative to maximum drawdown

3.09

3.11

-0.02

Martin ratio

Return relative to average drawdown

14.11

14.38

-0.27

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 U.S. Index. 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 U.S. Index was 56.62%, occurring on Mar 9, 2009. Recovery took 991 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-56.62%Mar 2009
1y 5mo3y 11mo
5y 4moOct 2007 - Feb 2013
Dot-com crash2000–2002
-50.76%Oct 2002
2y 6mo4y 6mo
7y 1moMar 2000 - May 2007
COVID crash2020
-45.22%Mar 2020
1mo 4d10mo 26d
12moFeb 2020 - Feb 2021
Bear market2022
-26.24%Oct 2022
9mo 20d1y 3mo
2y 28dDec 2021 - Jan 2024
Rate-hike selloffLate 2018
-20.25%Dec 2018
3mo 4d4mo 3d
7mo 7dSep 2018 - Apr 2019

Drawdown Indicators


^DJUSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.62%

-56.78%

+0.16%

Max Drawdown (1Y)

Largest decline over 1 year

-9.09%

-9.10%

+0.01%

Max Drawdown (3Y)

Largest decline over 3 years

-19.40%

-18.90%

-0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-26.24%

-25.43%

-0.81%

Max Drawdown (10Y)

Largest decline over 10 years

-45.22%

-33.92%

-11.30%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-13.34%

-10.72%

-2.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

1.97%

+0.02%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^DJUS

Add Dow Jones U.S. Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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