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Dow Jones Global ex-U.S. Index (^W2DOW)
Performance
Return for Risk
Drawdowns
Volatility

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Dow Jones Global ex-U.S. Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dow Jones Global ex-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 Global ex-U.S. Index (^W2DOW) has returned 0.27% so far this year and 23.90% over the past 12 months. Over the last ten years, ^W2DOW has returned 6.09% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Dow Jones Global ex-U.S. Index

1D
1.55%
1M
-9.80%
YTD
0.27%
6M
4.57%
1Y
23.90%
3Y*
12.20%
5Y*
4.29%
10Y*
6.09%

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 Oct 28, 1998, ^W2DOW's average daily return is +0.13%, while the average monthly return is +0.42%. At this rate, your investment would double in approximately 13.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +13.3%, while the worst month was Oct 2008 at -21.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^W2DOW closed higher 52% of trading days. The best single day was Mar 23, 2001 with a return of +884.5%, while the worst single day was Mar 22, 2001 at -90.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.93%4.94%-9.80%0.27%
20253.43%0.89%-0.58%3.29%4.32%3.35%-0.27%3.48%3.11%1.65%-0.07%2.67%28.20%
2024-1.08%2.39%2.60%-2.17%2.63%-0.52%2.40%2.23%2.85%-4.89%-0.78%-2.19%3.13%
20237.53%-3.50%1.63%1.37%-3.70%4.15%4.01%-4.48%-3.48%-4.21%8.83%4.84%12.35%
2022-4.11%-2.04%-0.34%-6.80%0.28%-8.85%3.56%-3.35%-10.48%2.96%11.27%-0.55%-18.59%
20210.09%2.06%0.87%2.76%2.72%-0.68%-1.53%1.78%-3.32%1.92%-4.60%3.84%5.68%

Benchmark Metrics

Dow Jones Global ex-U.S. Index has an annualized alpha of 32.01%, beta of 0.58, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 29, 1998.

  • This index participated in 99.78% of S&P 500 Index downside but only 77.98% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.58 may look defensive, but with R² of 0.00 this index is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
  • R² of 0.00 means this index moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
32.01%
Beta
0.58
0.00
Upside Capture
77.98%
Downside Capture
99.78%

Return for Risk

Risk / Return Rank

^W2DOW ranks 89 for risk / return — in the top 89% of indices on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


^W2DOW Risk / Return Rank: 8989
Overall Rank
^W2DOW Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
^W2DOW Sortino Ratio Rank: 8686
Sortino Ratio Rank
^W2DOW Omega Ratio Rank: 9292
Omega Ratio Rank
^W2DOW Calmar Ratio Rank: 8989
Calmar Ratio Rank
^W2DOW Martin Ratio Rank: 8888
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 Global ex-U.S. Index (^W2DOW) and compare them to a chosen benchmark (S&P 500 Index).


^W2DOWBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.58

0.90

+0.69

Sortino ratio

Return per unit of downside risk

2.03

1.39

+0.65

Omega ratio

Gain probability vs. loss probability

1.33

1.21

+0.12

Calmar ratio

Return relative to maximum drawdown

2.62

1.40

+1.23

Martin ratio

Return relative to average drawdown

11.27

6.61

+4.66

Explore ^W2DOW 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 Global ex-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 Global ex-U.S. Index was 93.05%, occurring on Mar 22, 2001. Recovery took 1222 trading sessions.

The current Dow Jones Global ex-U.S. Index drawdown is 9.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.05%Jan 4, 2000314Mar 22, 20011222Dec 12, 20051536
-61.6%Nov 1, 2007351Mar 9, 20093154Feb 16, 20203505
-43.58%Feb 18, 202030Mar 23, 2020346May 7, 2021376
-32.21%Jun 16, 2021348Oct 13, 2022677May 19, 20251025
-15.95%May 10, 200625Jun 13, 2006121Nov 29, 2006146

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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