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Performance

^IMUS Performance Chart

Dow Jones Islamic Market U.S. Index (^IMUS) is up 14.5% since the beginning of the year. ^IMUS is currently trading at $16,120 per share. Investors who bought $1,000 worth of ^IMUS shares 5 years ago would now be looking at an investment worth $1,945.


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S&P 500 Index

Returns By Period

Dow Jones Islamic Market U.S. Index (^IMUS) has returned 14.54% so far this year and 36.28% over the past 12 months. Looking at the last ten years, ^IMUS has achieved an annualized return of 15.68%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.


Dow Jones Islamic Market U.S. Index

1D
0.24%
1M
7.21%
YTD
14.54%
6M
14.21%
1Y
36.28%
3Y*
22.91%
5Y*
14.23%
10Y*
15.68%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^IMUS Monthly Returns History

Based on dividend-adjusted daily data since May 11, 2001, ^IMUS's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +13.9%, while the worst month was Oct 2008 at -15.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^IMUS closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +12.5%, while the worst single day was Mar 16, 2020 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.56%-1.74%-5.37%12.54%6.91%0.80%14.54%
20252.19%-3.10%-7.24%-0.63%7.01%5.74%3.40%1.79%4.22%3.97%-0.46%-0.38%16.79%
20241.56%6.35%2.40%-4.35%5.00%4.82%-0.18%1.80%2.17%-1.36%5.22%-1.05%24.16%
20237.02%-1.90%6.19%0.96%2.45%6.77%3.06%-1.38%-5.31%-2.75%9.46%4.70%32.07%
2022-7.72%-3.88%3.84%-9.81%-1.85%-8.27%10.83%-5.02%-9.35%6.15%5.37%-6.62%-25.45%
2021-0.33%0.85%2.87%5.46%-0.57%4.73%3.72%2.82%-5.58%8.01%0.41%3.04%27.79%

Benchmark Metrics

Dow Jones Islamic Market U.S. Index has an annualized alpha of 1.29%, beta of 0.99, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since May 14, 2001.

  • This index captured 106.47% of S&P 500 Index gains and 100.92% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 0.99 and R2 of 0.94, 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
1.29%
Beta
0.99
0.94
Upside Capture
106.47%
Downside Capture
100.92%

Return for Risk

Risk / Return Rank

^IMUS ranks 73 for risk / return — better than 73% 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.


^IMUS Risk / Return Rank: 7373
Overall Rank
^IMUS Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
^IMUS Sortino Ratio Rank: 7373
Sortino Ratio Rank
^IMUS Omega Ratio Rank: 8585
Omega Ratio Rank
^IMUS Calmar Ratio Rank: 6161
Calmar Ratio Rank
^IMUS Martin Ratio Rank: 7171
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 Islamic Market U.S. Index (^IMUS) and compare them to S&P 500 Index.


^IMUSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.33

2.39

-0.06

Sortino ratio

Return per unit of downside risk

3.18

3.25

-0.08

Omega ratio

Gain probability vs. loss probability

1.46

1.43

+0.03

Calmar ratio

Return relative to maximum drawdown

2.65

3.11

-0.46

Martin ratio

Return relative to average drawdown

11.17

14.38

-3.21

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 Islamic Market U.S. 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 Islamic Market U.S. Index was 47.72%, occurring on Mar 9, 2009. Recovery took 542 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-47.72%Mar 2009
1y 4mo2y 1mo
3y 6moNov 2007 - Apr 2011
Dot-com crash2000–2002
-42.69%Oct 2002
1y 4mo4y 1mo
5y 5moMay 2001 - Nov 2006
COVID crash2020
-32.20%Mar 2020
1mo 2d3mo 15d
4mo 17dFeb 2020 - Jul 2020
Bear market2022
-29.97%Oct 2022
9mo 20d1y 3mo
2y 26dDec 2021 - Jan 2024
2025 selloff2025
-22.09%Apr 2025
2mo 14d2mo 26d
5mo 10dJan 2025 - Jul 2025

Drawdown Indicators


^IMUSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-47.72%

-56.78%

+9.06%

Max Drawdown (1Y)

Largest decline over 1 year

-11.00%

-9.10%

-1.90%

Max Drawdown (3Y)

Largest decline over 3 years

-22.09%

-18.90%

-3.19%

Max Drawdown (5Y)

Largest decline over 5 years

-29.97%

-25.43%

-4.54%

Max Drawdown (10Y)

Largest decline over 10 years

-32.20%

-33.92%

+1.72%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-9.60%

-10.72%

+1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

1.97%

+0.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^IMUS

Add Dow Jones Islamic Market U.S. Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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