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Dow Jones U.S. Total Stock Market Index (^DWCF)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow Jones U.S. Total Stock Market Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Dow Jones U.S. Total Stock Market Index (^DWCF) has returned -4.28% so far this year and 16.68% over the past 12 months. Over the last ten years, ^DWCF has had an annualized return of 11.73%, just under the S&P 500 Index benchmark’s 12.16%.


Dow Jones U.S. Total Stock Market Index

1D
2.97%
1M
-5.05%
YTD
-4.28%
6M
-2.32%
1Y
16.68%
3Y*
16.24%
5Y*
8.93%
10Y*
11.73%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 1, 1987, ^DWCF's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +13.1%, while the worst month was Oct 1987 at -23.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ^DWCF closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Oct 19, 1987 at -17.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.48%-0.65%-5.05%-4.28%
20252.99%-2.00%-6.05%-0.77%6.27%4.99%2.21%2.15%3.33%2.13%0.04%-0.12%15.59%
20241.02%5.28%3.11%-4.48%4.59%2.98%1.76%2.00%1.94%-0.79%6.52%-3.13%22.21%
20236.87%-2.48%2.46%0.91%0.25%6.71%3.51%-2.13%-4.89%-2.78%9.18%5.22%24.06%
2022-6.08%-2.65%3.10%-9.09%-0.37%-8.54%9.28%-3.94%-9.45%8.06%5.07%-6.02%-20.80%
2021-0.42%3.07%3.35%5.05%0.32%2.42%1.63%2.73%-4.64%6.63%-1.60%3.68%24.01%

Benchmark Metrics

Dow Jones U.S. Total Stock Market Index has an annualized alpha of 0.23%, beta of 0.98, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since January 02, 1987.

  • With beta of 0.98 and R² of 0.98, this index moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.23%
Beta
0.98
0.98
Upside Capture
101.63%
Downside Capture
101.29%

Return for Risk

Risk / Return Rank

^DWCF ranks 63 for risk / return — better than 63% of indices on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


^DWCF Risk / Return Rank: 6363
Overall Rank
^DWCF Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
^DWCF Sortino Ratio Rank: 6161
Sortino Ratio Rank
^DWCF Omega Ratio Rank: 6262
Omega Ratio Rank
^DWCF Calmar Ratio Rank: 5757
Calmar Ratio Rank
^DWCF Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dow Jones U.S. Total Stock Market Index (^DWCF) and compare them to a chosen benchmark (S&P 500 Index).


^DWCFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.90

0.90

0.00

Sortino ratio

Return per unit of downside risk

1.39

1.39

0.00

Omega ratio

Gain probability vs. loss probability

1.21

1.21

0.00

Calmar ratio

Return relative to maximum drawdown

1.38

1.40

-0.02

Martin ratio

Return relative to average drawdown

6.51

6.61

-0.10

Explore ^DWCF risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

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. Total Stock Market 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. Total Stock Market Index was 56.81%, occurring on Mar 9, 2009. Recovery took 989 trading sessions.

The current Dow Jones U.S. Total Stock Market Index drawdown is 6.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.81%Oct 10, 2007369Mar 9, 2009989Feb 1, 20131358
-50.22%Mar 27, 2000663Oct 9, 20021178Apr 16, 20071841
-35.14%Feb 20, 202023Mar 23, 2020107Aug 24, 2020130
-33.68%Aug 26, 198773Dec 4, 1987428Jul 26, 1989501
-26.31%Jan 4, 2022197Oct 14, 2022321Jan 29, 2024518

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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