Dow Jones U.S. Select Real Estate Securities Index (^DWRSF)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dow Jones U.S. Select Real Estate Securities 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. Select Real Estate Securities Index had a return of 11.71% year-to-date (YTD) and 33.15% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.71% | 22.95% |
| 1 month | -0.05% | 4.39% |
| 6 months | 22.99% | 18.07% |
| 1 year | 33.15% | 37.09% |
| 5 years (annualized) | 0.47% | 14.48% |
| 10 years (annualized) | N/A | 11.71% |
Monthly Returns
The table below presents the monthly returns of ^DWRSF, 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 | -4.10% | 1.66% | 1.19% | -7.46% | 4.63% | 2.05% | 5.67% | 6.13% | 2.06% | 11.71% | |||
| 2023 | 10.88% | -5.07% | -3.36% | 0.55% | -2.93% | 4.41% | 2.73% | -3.34% | -7.65% | -4.68% | 10.55% | 9.22% | 9.40% |
| 2022 | -6.56% | -3.66% | 6.16% | -4.76% | -7.02% | -8.31% | 8.79% | -6.38% | -12.88% | 4.34% | 5.63% | -5.91% | -28.59% |
| 2021 | -0.33% | 5.18% | 4.11% | 8.11% | 0.77% | 1.83% | 5.16% | 1.63% | -5.97% | 8.06% | -0.75% | 8.52% | 41.64% |
| 2020 | 0.30% | -8.63% | -22.81% | 7.67% | -0.85% | 1.23% | 3.14% | 0.51% | -3.69% | -2.78% | 12.09% | 2.64% | -14.64% |
| 2019 | 11.26% | 0.71% | 2.31% | -0.30% | -0.63% | 0.82% | 1.49% | 2.08% | 2.19% | 0.96% | -1.63% | -1.50% | 18.60% |
| 2018 | 2.89% | 3.67% | 3.67% | -1.74% | 4.93% | -3.25% | -2.67% | 4.53% | -9.19% | 1.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DWRSF is 40, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Dow Jones U.S. Select Real Estate Securities Index (^DWRSF) 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. Select Real Estate Securities 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. Select Real Estate Securities Index was 44.52%, occurring on Mar 23, 2020. Recovery took 304 trading sessions.
The current Dow Jones U.S. Select Real Estate Securities Index drawdown is 12.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.52% | Feb 19, 2020 | 24 | Mar 23, 2020 | 304 | Jun 7, 2021 | 328 |
| -36.72% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -13.88% | Aug 29, 2018 | 80 | Dec 24, 2018 | 28 | Feb 5, 2019 | 108 |
| -7.66% | Sep 3, 2021 | 19 | Sep 30, 2021 | 18 | Oct 26, 2021 | 37 |
| -6.84% | Oct 25, 2019 | 37 | Dec 17, 2019 | 40 | Feb 14, 2020 | 77 |
Volatility
Volatility Chart
The current Dow Jones U.S. Select Real Estate Securities Index volatility is 3.39%, 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.