^DJUS vs. WPC
Compare and contrast key facts about Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DJUS or WPC.
Correlation
The correlation between ^DJUS and WPC is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
^DJUS vs. WPC - Performance Comparison
Key characteristics
^DJUS:
2.02
WPC:
-0.50
^DJUS:
2.70
WPC:
-0.56
^DJUS:
1.38
WPC:
0.93
^DJUS:
3.01
WPC:
-0.33
^DJUS:
12.85
WPC:
-0.85
^DJUS:
2.01%
WPC:
12.36%
^DJUS:
12.76%
WPC:
21.07%
^DJUS:
-56.62%
WPC:
-52.45%
^DJUS:
-2.98%
WPC:
-28.88%
Returns By Period
In the year-to-date period, ^DJUS achieves a 23.89% return, which is significantly higher than WPC's -12.40% return. Over the past 10 years, ^DJUS has outperformed WPC with an annualized return of 10.76%, while WPC has yielded a comparatively lower 3.31% annualized return.
^DJUS
23.89%
0.06%
9.14%
24.47%
12.63%
10.76%
WPC
-12.40%
-4.57%
1.40%
-11.36%
-0.94%
3.31%
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Risk-Adjusted Performance
^DJUS vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC). 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.
Drawdowns
^DJUS vs. WPC - Drawdown Comparison
The maximum ^DJUS drawdown since its inception was -56.62%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for ^DJUS and WPC. For additional features, visit the drawdowns tool.
Volatility
^DJUS vs. WPC - Volatility Comparison
The current volatility for Dow Jones U.S. Index (^DJUS) is 3.98%, while W. P. Carey Inc. (WPC) has a volatility of 6.05%. This indicates that ^DJUS experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.