Dow Jones U.S. Micro-Cap Total Stock Market Index (^DWMI)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dow Jones U.S. Micro-Cap 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.
Returns By Period
Dow Jones U.S. Micro-Cap Total Stock Market Index had a return of 2.39% year-to-date (YTD) and 10.08% in the last 12 months. Over the past 10 years, Dow Jones U.S. Micro-Cap Total Stock Market Index had an annualized return of 2.83%, while the S&P 500 had an annualized return of 10.92%, indicating that Dow Jones U.S. Micro-Cap Total Stock Market Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.39% | 17.95% |
| 1 month | 7.38% | 3.13% |
| 6 months | 2.72% | 9.95% |
| 1 year | 10.08% | 24.88% |
| 5 years (annualized) | 1.75% | 13.37% |
| 10 years (annualized) | 2.83% | 10.92% |
Monthly Returns
The table below presents the monthly returns of ^DWMI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.16% | 5.23% | 1.94% | -9.63% | 4.00% | -3.88% | 12.62% | -1.40% | 2.39% | ||||
| 2023 | 10.56% | -3.13% | -7.35% | -2.19% | 0.15% | 5.62% | 5.24% | -6.31% | -5.62% | -7.31% | 7.01% | 13.30% | 7.36% |
| 2022 | -10.95% | -0.61% | 2.33% | -10.97% | -2.31% | -10.48% | 8.09% | 0.61% | -11.15% | 8.21% | -0.29% | -4.62% | -29.88% |
| 2021 | 7.10% | 17.56% | -0.24% | -1.60% | -0.10% | 3.67% | -7.53% | 3.67% | -3.27% | 1.10% | -7.20% | -1.80% | 9.37% |
| 2020 | -3.92% | -5.75% | -22.71% | 15.10% | 7.90% | 5.75% | 0.70% | 2.26% | -2.15% | 0.05% | 19.35% | 9.41% | 21.02% |
| 2019 | 9.99% | 6.02% | -2.34% | 1.75% | -5.60% | 4.99% | -1.31% | -5.12% | -0.65% | 0.08% | 4.66% | 5.98% | 18.60% |
| 2018 | 1.54% | -3.30% | 2.26% | 1.66% | 7.12% | 0.76% | -0.19% | 6.37% | -2.64% | -10.99% | -2.37% | -11.94% | -12.85% |
| 2017 | -0.85% | 1.55% | 1.46% | 0.91% | -1.37% | 3.58% | -0.06% | -1.71% | 8.00% | -0.60% | 2.55% | 0.17% | 14.09% |
| 2016 | -10.95% | -1.28% | 5.70% | 3.35% | 0.28% | -1.68% | 5.38% | 2.36% | 4.02% | -6.25% | 10.07% | 4.50% | 14.57% |
| 2015 | -3.46% | 4.90% | 1.13% | -2.79% | 3.04% | 1.38% | -0.93% | -6.30% | -5.87% | 3.89% | 4.14% | -4.96% | -6.55% |
| 2014 | 1.56% | 4.65% | -2.08% | -6.66% | -0.36% | 5.73% | -7.06% | 4.11% | -5.75% | 3.02% | -1.35% | 4.30% | -1.08% |
| 2013 | 7.81% | 0.72% | 5.75% | -0.04% | 3.91% | 0.86% | 7.12% | -2.78% | 6.14% | 0.87% | 5.77% | 2.96% | 46.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DWMI is 24, indicating that it is in the bottom 24% of indices on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Dow Jones U.S. Micro-Cap Total Stock Market Index (^DWMI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Dow Jones U.S. Micro-Cap 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. Micro-Cap Total Stock Market Index was 66.10%, occurring on Mar 9, 2009. Recovery took 990 trading sessions.
The current Dow Jones U.S. Micro-Cap Total Stock Market Index drawdown is 38.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.1% | Jul 10, 2007 | 420 | Mar 9, 2009 | 990 | Feb 12, 2013 | 1410 |
| -51.66% | Mar 16, 2021 | 661 | Oct 27, 2023 | — | — | — |
| -47.87% | Sep 4, 2018 | 387 | Mar 18, 2020 | 182 | Dec 4, 2020 | 569 |
| -30.35% | Mar 6, 2014 | 489 | Feb 11, 2016 | 302 | Apr 25, 2017 | 791 |
| -8.19% | Jan 24, 2018 | 12 | Feb 8, 2018 | 21 | Mar 12, 2018 | 33 |
Volatility
Volatility Chart
The current Dow Jones U.S. Micro-Cap Total Stock Market Index volatility is 7.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.