Dow Jones U.S. Financials Index (^DJUSFN)
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Dow Jones U.S. Financials Index (^DJUSFN) returned 5.02% year-to-date (YTD) and 22.68% over the past 12 months. Over the past 10 years, ^DJUSFN returned 9.01% annually, underperforming the S&P 500 benchmark at 10.85%.
^DJUSFN
5.02%
4.37%
-1.56%
22.68%
11.46%
14.42%
9.01%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of ^DJUSFN, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.94% | 1.30% | -4.37% | -1.94% | 4.37% | 5.02% | |||||||
| 2024 | 1.16% | 3.97% | 4.01% | -5.26% | 3.82% | -0.51% | 6.71% | 3.88% | -0.06% | 1.59% | 9.83% | -6.27% | 24.04% |
| 2023 | 8.10% | -3.27% | -7.07% | 2.30% | -4.08% | 6.28% | 4.51% | -2.76% | -3.87% | -2.83% | 10.98% | 6.13% | 13.28% |
| 2022 | -1.53% | -2.50% | 0.91% | -8.04% | 0.96% | -10.21% | 7.73% | -3.48% | -9.37% | 10.46% | 6.25% | -5.50% | -15.59% |
| 2021 | -2.63% | 9.34% | 4.88% | 7.10% | 2.65% | -1.51% | 1.31% | 2.91% | -2.86% | 6.27% | -5.03% | 5.01% | 29.76% |
| 2020 | -0.84% | -10.09% | -20.73% | 9.66% | 3.17% | 0.07% | 3.10% | 4.20% | -3.89% | -2.48% | 14.43% | 5.22% | -2.99% |
| 2019 | 9.09% | 2.64% | -0.84% | 6.50% | -5.20% | 5.27% | 2.27% | -2.52% | 2.71% | 1.77% | 3.29% | 1.86% | 29.38% |
| 2018 | 4.53% | -3.34% | -2.43% | -0.11% | 0.35% | -0.69% | 3.83% | 2.01% | -2.19% | -5.17% | 2.99% | -10.38% | -11.00% |
| 2017 | 0.49% | 4.66% | -2.47% | -0.37% | -0.87% | 4.53% | 1.79% | -1.14% | 3.59% | 2.24% | 3.01% | 1.03% | 17.44% |
| 2016 | -8.30% | -2.69% | 7.18% | 2.66% | 2.06% | -3.07% | 3.71% | 3.06% | -2.08% | 0.16% | 8.60% | 3.60% | 14.56% |
| 2015 | -5.55% | 5.11% | -0.54% | -0.29% | 1.65% | -0.62% | 3.25% | -6.72% | -2.72% | 6.07% | 1.67% | -2.54% | -2.05% |
| 2014 | -3.44% | 3.17% | 2.26% | -1.71% | 1.32% | 2.13% | -1.68% | 3.78% | -1.38% | 3.95% | 2.16% | 1.39% | 12.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 93, ^DJUSFN is among the top 7% of indices on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Dow Jones U.S. Financials Index (^DJUSFN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Dow Jones U.S. Financials 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. Financials Index was 80.50%, occurring on Mar 6, 2009. Recovery took 2237 trading sessions.
The current Dow Jones U.S. Financials Index drawdown is 2.17%.
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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...