Dow Jones U.S. Mid-Cap Index (^DJUSM)
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Popular comparisons: ^DJUSM vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dow Jones U.S. Mid-Cap 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. Mid-Cap Index had a return of 6.07% year-to-date (YTD) and 9.46% in the last 12 months. Over the past 10 years, Dow Jones U.S. Mid-Cap Index had an annualized return of 8.36%, while the S&P 500 had an annualized return of 10.58%, indicating that Dow Jones U.S. Mid-Cap Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.07% | 13.20% |
| 1 month | 0.63% | -1.28% |
| 6 months | 6.33% | 10.32% |
| 1 year | 9.46% | 18.23% |
| 5 years (annualized) | 8.65% | 12.31% |
| 10 years (annualized) | 8.36% | 10.58% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.73% | 4.67% | 4.36% | -4.58% | 1.87% | -0.31% | 6.07% | ||||||
| 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 | -6.87% | -1.52% | 2.89% | -7.67% | 0.10% | -9.78% | 8.91% | -2.74% | -9.18% | 9.52% | 5.82% | -5.44% | -17.05% |
| 2021 | -0.97% | 5.55% | 2.53% | 5.14% | 1.16% | 1.72% | 2.02% | 2.00% | -3.99% | 6.19% | -2.84% | 4.61% | 25.02% |
| 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% |
| 2013 | 7.07% | 1.17% | 4.33% | 0.95% | 2.39% | -1.34% | 5.95% | -2.89% | 4.60% | 3.43% | 1.78% | 3.11% | 34.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DJUSM is 47, 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. Mid-Cap Index (^DJUSM) 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.
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 3.22%.
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 | 228 | Oct 14, 2022 | 359 | Mar 21, 2024 | 587 |
| -20.91% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
Volatility
Volatility Chart
The current Dow Jones U.S. Mid-Cap Index volatility is 3.52%, 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.