Dow Jones U.S. Mid-Cap Index (^DJUSM)
Share Price Chart
Loading data...
Performance
The chart shows the growth of $10,000 invested in Dow Jones U.S. Mid-Cap Index in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $52,853 for a total return of roughly 428.53%. All prices are adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ^DJUSM vs. SPY
Return
Dow Jones U.S. Mid-Cap Index had a return of 3.15% year-to-date (YTD) and -10.56% in the last 12 months. Over the past 10 years, Dow Jones U.S. Mid-Cap Index had an annualized return of 9.36%, while the S&P 500 had an annualized return of 10.12%, indicating that Dow Jones U.S. Mid-Cap Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -0.73% | 3.51% |
| Year-To-Date | 3.15% | 7.03% |
| 6 months | 12.15% | 12.88% |
| 1 year | -10.56% | -10.71% |
| 5 years (annualized) | 7.49% | 9.31% |
| 10 years (annualized) | 9.36% | 10.12% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.87% | -2.77% | ||||||||||
| 2022 | -9.18% | 9.52% | 5.82% | -5.44% |
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. Mid-Cap 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. Mid-Cap Index is 60.72%, recorded on Mar 9, 2009. It took 767 trading sessions for the portfolio to recover.
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 | — | — | — |
| -20.91% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
| -19.07% | May 22, 2015 | 183 | Feb 11, 2016 | 112 | Jul 22, 2016 | 295 |
| -13.77% | Mar 27, 2000 | 15 | Apr 14, 2000 | 62 | Jul 14, 2000 | 77 |
| -12.09% | Mar 27, 2012 | 48 | Jun 4, 2012 | 71 | Sep 13, 2012 | 119 |
| -11.25% | May 9, 2006 | 52 | Jul 21, 2006 | 80 | Nov 13, 2006 | 132 |
| -10.18% | Sep 8, 2014 | 26 | Oct 13, 2014 | 26 | Nov 18, 2014 | 52 |
Volatility Chart
Current Dow Jones U.S. Mid-Cap Index volatility is 18.91%. 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.