Dow Jones U.S. Financials Index (^DJUSFN)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Dow Jones U.S. Financials Index (^DJUSFN) returned 6.41% year-to-date (YTD) and 20.43% over the past 12 months. Over the past 10 years, ^DJUSFN returned 9.08% annually, underperforming the S&P 500 benchmark at 10.86%.
^DJUSFN
6.41%
10.40%
2.59%
20.43%
14.41%
15.90%
9.08%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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% | 5.74% | 6.41% | |||||||
| 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 92, ^DJUSFN is among the top 8% 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.
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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. 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 0.88%.
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.
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