Dow Jones U.S. Financials Index (^DJUSFN)
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Dow Jones U.S. Financials Index in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $67,595 for a total return of roughly 575.95%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Dow Jones U.S. Financials Index had a return of -6.96% year-to-date (YTD) and -17.78% in the last 12 months. Over the past 10 years, Dow Jones U.S. Financials Index had an annualized return of 7.14%, while the S&P 500 had an annualized return of 9.71%, indicating that Dow Jones U.S. Financials Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -13.91% | -5.31% |
| Year-To-Date | -6.96% | 2.01% |
| 6 months | -6.32% | 0.39% |
| 1 year | -17.78% | -10.12% |
| 5 years (annualized) | 2.12% | 7.32% |
| 10 years (annualized) | 7.14% | 9.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.10% | -3.27% | ||||||||||
| 2022 | -9.37% | 10.46% | 6.25% | -5.50% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Dow Jones U.S. Financials Index. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Dow Jones U.S. Financials Index is 80.50%, recorded on Mar 6, 2009. It took 2237 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.5% | Feb 21, 2007 | 515 | Mar 6, 2009 | 2237 | Jan 19, 2018 | 2752 |
| -42.78% | Feb 18, 2020 | 25 | Mar 23, 2020 | 231 | Feb 22, 2021 | 256 |
| -34.62% | Jul 15, 1998 | 61 | Oct 8, 1998 | 137 | Apr 27, 1999 | 198 |
| -34.57% | Jan 4, 2001 | 441 | Oct 9, 2002 | 316 | Jan 12, 2004 | 757 |
| -27.31% | May 14, 1999 | 207 | Mar 8, 2000 | 109 | Aug 11, 2000 | 316 |
| -26.56% | Jan 13, 2022 | 188 | Oct 12, 2022 | — | — | — |
| -20.93% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
| -17.64% | Oct 14, 1993 | 281 | Nov 22, 1994 | 114 | May 8, 1995 | 395 |
| -13.37% | Mar 11, 1997 | 23 | Apr 11, 1997 | 39 | Jun 6, 1997 | 62 |
| -13.15% | Sep 12, 2000 | 23 | Oct 12, 2000 | 51 | Dec 26, 2000 | 74 |
Volatility Chart
Current Dow Jones U.S. Financials Index volatility is 31.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.