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^DJI vs. ^DJT
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJI and ^DJT is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.7

Performance

^DJI vs. ^DJT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Industrial Average (^DJI) and Dow Jones Transportation Average (^DJT). The values are adjusted to include any dividend payments, if applicable.

1,500.00%1,600.00%1,700.00%1,800.00%1,900.00%2,000.00%2,100.00%2,200.00%NovemberDecember2025FebruaryMarchApril
1,890.50%
1,645.09%
^DJI
^DJT

Key characteristics

Sharpe Ratio

^DJI:

0.25

^DJT:

-0.44

Sortino Ratio

^DJI:

0.48

^DJT:

-0.48

Omega Ratio

^DJI:

1.07

^DJT:

0.94

Calmar Ratio

^DJI:

0.26

^DJT:

-0.36

Martin Ratio

^DJI:

0.99

^DJT:

-1.14

Ulcer Index

^DJI:

4.35%

^DJT:

9.16%

Daily Std Dev

^DJI:

17.05%

^DJT:

23.86%

Max Drawdown

^DJI:

-53.78%

^DJT:

-60.92%

Current Drawdown

^DJI:

-10.89%

^DJT:

-23.98%

Returns By Period

In the year-to-date period, ^DJI achieves a -5.71% return, which is significantly higher than ^DJT's -15.09% return. Over the past 10 years, ^DJI has outperformed ^DJT with an annualized return of 8.35%, while ^DJT has yielded a comparatively lower 4.50% annualized return.


^DJI

YTD

-5.71%

1M

-5.17%

6M

-4.75%

1Y

4.90%

5Y*

10.72%

10Y*

8.35%

^DJT

YTD

-15.09%

1M

-9.32%

6M

-16.19%

1Y

-11.03%

5Y*

10.20%

10Y*

4.50%

*Annualized

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Risk-Adjusted Performance

^DJI vs. ^DJT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^DJI
The Risk-Adjusted Performance Rank of ^DJI is 4343
Overall Rank
The Sharpe Ratio Rank of ^DJI is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJI is 4242
Sortino Ratio Rank
The Omega Ratio Rank of ^DJI is 4141
Omega Ratio Rank
The Calmar Ratio Rank of ^DJI is 4444
Calmar Ratio Rank
The Martin Ratio Rank of ^DJI is 4646
Martin Ratio Rank

^DJT
The Risk-Adjusted Performance Rank of ^DJT is 88
Overall Rank
The Sharpe Ratio Rank of ^DJT is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJT is 99
Sortino Ratio Rank
The Omega Ratio Rank of ^DJT is 99
Omega Ratio Rank
The Calmar Ratio Rank of ^DJT is 55
Calmar Ratio Rank
The Martin Ratio Rank of ^DJT is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^DJI vs. ^DJT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Industrial Average (^DJI) and Dow Jones Transportation Average (^DJT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for ^DJI, currently valued at 0.25, compared to the broader market-0.500.000.501.001.50
^DJI: 0.25
^DJT: -0.44
The chart of Sortino ratio for ^DJI, currently valued at 0.48, compared to the broader market-1.00-0.500.000.501.001.502.00
^DJI: 0.48
^DJT: -0.48
The chart of Omega ratio for ^DJI, currently valued at 1.07, compared to the broader market0.901.001.101.201.30
^DJI: 1.07
^DJT: 0.94
The chart of Calmar ratio for ^DJI, currently valued at 0.26, compared to the broader market-0.500.000.501.00
^DJI: 0.26
^DJT: -0.36
The chart of Martin ratio for ^DJI, currently valued at 0.99, compared to the broader market0.002.004.006.00
^DJI: 0.99
^DJT: -1.14

The current ^DJI Sharpe Ratio is 0.25, which is higher than the ^DJT Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of ^DJI and ^DJT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.25
-0.44
^DJI
^DJT

Drawdowns

^DJI vs. ^DJT - Drawdown Comparison

The maximum ^DJI drawdown since its inception was -53.78%, smaller than the maximum ^DJT drawdown of -60.92%. Use the drawdown chart below to compare losses from any high point for ^DJI and ^DJT. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.89%
-23.98%
^DJI
^DJT

Volatility

^DJI vs. ^DJT - Volatility Comparison

The current volatility for Dow Jones Industrial Average (^DJI) is 12.15%, while Dow Jones Transportation Average (^DJT) has a volatility of 16.38%. This indicates that ^DJI experiences smaller price fluctuations and is considered to be less risky than ^DJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
12.15%
16.38%
^DJI
^DJT