Dow Jones U.S. Oil & Gas Index (^DJUSEN)
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 U.S. Oil & Gas Index, 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 U.S. Oil & Gas Index had a return of 16.25% year-to-date (YTD) and 15.28% in the last 12 months. Over the past 10 years, Dow Jones U.S. Oil & Gas Index had an annualized return of 1.23%, while the S&P 500 had an annualized return of 11.18%, indicating that Dow Jones U.S. Oil & Gas Index did not perform as well as the benchmark.
^DJUSEN
16.25%
8.14%
6.82%
15.28%
11.14%
1.23%
^GSPC (Benchmark)
25.15%
2.74%
12.53%
30.93%
13.79%
11.18%
Monthly Returns
The table below presents the monthly returns of ^DJUSEN, 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 | -1.03% | 2.71% | 10.32% | -0.90% | -0.14% | -1.59% | 1.97% | -2.53% | -2.73% | 0.63% | 16.25% | ||
2023 | 2.78% | -7.42% | -0.66% | 2.46% | -10.07% | 6.67% | 7.54% | 1.20% | 2.07% | -5.53% | -1.63% | -0.28% | -4.37% |
2022 | 17.52% | 6.59% | 9.25% | -1.96% | 14.18% | -16.58% | 10.27% | 2.68% | -9.56% | 23.41% | 0.97% | -4.08% | 56.42% |
2021 | 3.73% | 20.59% | 2.86% | 0.64% | 5.08% | 4.72% | -8.34% | -2.40% | 9.03% | 10.43% | -5.66% | 1.92% | 47.58% |
2020 | -11.39% | -15.49% | -35.84% | 30.66% | 0.63% | -0.92% | -4.74% | -1.61% | -14.70% | -3.84% | 26.00% | 4.32% | -36.74% |
2019 | 11.40% | 1.52% | 2.22% | -0.23% | -11.93% | 8.81% | -2.25% | -9.16% | 3.81% | -2.41% | 0.77% | 6.21% | 6.42% |
2018 | 3.23% | -11.10% | 1.98% | 9.37% | 3.00% | 0.57% | 1.17% | -3.50% | 2.53% | -11.73% | -2.92% | -13.31% | -21.15% |
2017 | -3.37% | -2.84% | -1.13% | -3.35% | -4.25% | -0.54% | 2.34% | -5.83% | 9.99% | -0.82% | 1.54% | 5.02% | -4.21% |
2016 | -3.60% | -2.84% | 9.64% | 9.01% | -1.68% | 2.91% | -2.09% | 0.82% | 3.11% | -3.51% | 8.58% | 1.61% | 22.73% |
2015 | -4.79% | 4.15% | -1.92% | 6.92% | -5.38% | -3.71% | -8.36% | -4.52% | -7.40% | 11.36% | -0.85% | -10.66% | -24.29% |
2014 | -6.26% | 5.04% | 2.40% | 4.95% | 1.02% | 5.17% | -3.60% | 2.17% | -7.80% | -3.76% | -9.59% | -0.15% | -11.30% |
2013 | 8.17% | -0.03% | 2.07% | -0.93% | 2.10% | -2.17% | 5.13% | -1.98% | 2.30% | 4.20% | 0.14% | 2.81% | 23.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DJUSEN is 27, 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 U.S. Oil & Gas Index (^DJUSEN) 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 U.S. Oil & Gas 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. Oil & Gas Index was 77.35%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Dow Jones U.S. Oil & Gas Index drawdown is 5.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-77.35% | Jun 24, 2014 | 1443 | Mar 18, 2020 | — | — | — |
-55.27% | May 21, 2008 | 199 | Mar 5, 2009 | 1282 | Apr 2, 2014 | 1481 |
-39.63% | May 21, 2001 | 292 | Jul 23, 2002 | 537 | Sep 9, 2004 | 829 |
-15.88% | Jan 4, 2008 | 23 | Feb 6, 2008 | 48 | Apr 16, 2008 | 71 |
-15.81% | Sep 30, 2005 | 15 | Oct 20, 2005 | 59 | Jan 17, 2006 | 74 |
Volatility
Volatility Chart
The current Dow Jones U.S. Oil & Gas Index volatility is 4.81%, 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.