Dow Jones U.S. Mid-Cap Index (^DJUSM)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Dow Jones U.S. Mid-Cap Index (^DJUSM) returned 3.59% year-to-date (YTD) and 13.41% over the past 12 months. Over the past 10 years, ^DJUSM returned 8.62% annually, underperforming the S&P 500 benchmark at 10.84%.
^DJUSM
3.59%
5.38%
-3.26%
13.41%
8.32%
12.43%
8.62%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of ^DJUSM, 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 | 4.20% | -1.40% | -4.34% | 0.14% | 5.25% | 3.59% | |||||||
| 2024 | -0.73% | 4.68% | 4.36% | -4.58% | 1.87% | -0.31% | 3.33% | 2.52% | 2.03% | -0.74% | 8.64% | -6.79% | 14.17% |
| 2023 | 6.87% | -2.77% | -0.73% | -0.50% | -2.91% | 7.49% | 3.59% | -3.49% | -4.65% | -3.85% | 9.79% | 6.13% | 14.40% |
| 2022 | -6.79% | -1.52% | 2.89% | -7.67% | 0.10% | -9.78% | 8.91% | -2.74% | -9.18% | 9.52% | 5.82% | -5.44% | -16.97% |
| 2021 | -0.97% | 5.55% | 2.53% | 5.14% | 1.16% | 1.72% | 2.02% | 2.00% | -3.99% | 6.19% | -2.84% | 4.52% | 24.91% |
| 2020 | -0.88% | -9.03% | -18.51% | 14.08% | 6.90% | 1.91% | 6.67% | 3.10% | -2.59% | -0.27% | 13.54% | 3.57% | 14.73% |
| 2019 | 10.37% | 3.88% | 0.96% | 3.93% | -6.11% | 6.67% | 1.56% | -2.87% | 1.96% | 1.00% | 3.48% | 2.35% | 29.64% |
| 2018 | 4.28% | -4.18% | -0.42% | -0.35% | 1.41% | 0.76% | 2.80% | 1.97% | -0.52% | -7.99% | 2.48% | -9.98% | -10.32% |
| 2017 | 2.70% | 2.93% | -0.27% | 0.97% | 0.94% | 0.42% | 1.38% | -0.73% | 2.40% | 1.52% | 3.34% | 1.09% | 17.92% |
| 2016 | -6.82% | 1.15% | 7.95% | 0.64% | 1.58% | -0.02% | 4.32% | -0.18% | 0.10% | -3.02% | 4.85% | 0.51% | 10.78% |
| 2015 | -1.69% | 5.78% | 0.40% | -0.78% | 1.26% | -2.10% | 0.58% | -5.13% | -3.53% | 6.50% | 0.21% | -2.60% | -1.72% |
| 2014 | -2.24% | 5.93% | -0.40% | -0.66% | 2.13% | 3.21% | -3.08% | 4.66% | -3.83% | 2.89% | 2.17% | 0.08% | 10.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DJUSM is 71, indicating average performance compared to other indices on our website. Here’s 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. Mid-Cap Index (^DJUSM) 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. Mid-Cap 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. Mid-Cap Index was 60.72%, occurring on Mar 9, 2009. Recovery took 767 trading sessions.
The current Dow Jones U.S. Mid-Cap Index drawdown is 3.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.72% | Jul 16, 2007 | 416 | Mar 9, 2009 | 767 | Mar 19, 2012 | 1183 |
| -39.59% | Feb 20, 2020 | 23 | Mar 23, 2020 | 141 | Oct 12, 2020 | 164 |
| -39.25% | Sep 12, 2000 | 520 | Oct 9, 2002 | 313 | Jan 7, 2004 | 833 |
| -25.5% | Nov 17, 2021 | 229 | Oct 14, 2022 | 358 | Mar 21, 2024 | 587 |
| -20.91% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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