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Dow Jones Islamic Market U.S. Index (^IMUS)
Performance
Return for Risk
Drawdowns
Volatility

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow Jones Islamic Market U.S. 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 Islamic Market U.S. Index (^IMUS) has returned -5.56% so far this year and 20.08% over the past 12 months. Looking at the last ten years, ^IMUS has achieved an annualized return of 13.55%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Dow Jones Islamic Market U.S. Index

1D
3.33%
1M
-5.37%
YTD
-5.56%
6M
-2.64%
1Y
20.08%
3Y*
17.50%
5Y*
10.45%
10Y*
13.55%

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 May 11, 2001, ^IMUS's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, your investment would double in approximately 7.8 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%-5.56%
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 1.13%, 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 105.80% 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
1.13%
Beta
0.99
0.94
Upside Capture
105.80%
Downside Capture
100.92%

Return for Risk

Risk / Return Rank

^IMUS ranks 56 for risk / return — on par with similar indices. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


^IMUS Risk / Return Rank: 5656
Overall Rank
^IMUS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
^IMUS Sortino Ratio Rank: 6262
Sortino Ratio Rank
^IMUS Omega Ratio Rank: 7171
Omega Ratio Rank
^IMUS Calmar Ratio Rank: 4242
Calmar Ratio Rank
^IMUS Martin Ratio Rank: 5050
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 a chosen benchmark (S&P 500 Index).


^IMUSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.88

0.90

-0.02

Sortino ratio

Return per unit of downside risk

1.39

1.39

+0.01

Omega ratio

Gain probability vs. loss probability

1.22

1.21

+0.01

Calmar ratio

Return relative to maximum drawdown

1.02

1.40

-0.38

Martin ratio

Return relative to average drawdown

4.26

6.61

-2.35

Explore ^IMUS 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 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.

The current Dow Jones Islamic Market U.S. Index drawdown is 8.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.72%Nov 1, 2007339Mar 9, 2009542Apr 29, 2011881
-42.69%May 22, 2001346Oct 9, 20021033Nov 14, 20061379
-32.2%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-29.97%Dec 28, 2021202Oct 14, 2022318Jan 23, 2024520
-22.09%Jan 24, 202552Apr 8, 202568Jul 3, 2025120

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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