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^GDAXI vs. DIA
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^GDAXI and DIA is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

^GDAXI vs. DIA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DAX Performance Index (^GDAXI) and SPDR Dow Jones Industrial Average ETF (DIA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

^GDAXI:

1.48

DIA:

0.48

Sortino Ratio

^GDAXI:

2.03

DIA:

0.63

Omega Ratio

^GDAXI:

1.27

DIA:

1.08

Calmar Ratio

^GDAXI:

1.65

DIA:

0.38

Martin Ratio

^GDAXI:

7.77

DIA:

1.30

Ulcer Index

^GDAXI:

3.40%

DIA:

4.61%

Daily Std Dev

^GDAXI:

17.76%

DIA:

17.34%

Max Drawdown

^GDAXI:

-72.68%

DIA:

-51.87%

Current Drawdown

^GDAXI:

-2.04%

DIA:

-6.94%

Returns By Period

In the year-to-date period, ^GDAXI achieves a 18.69% return, which is significantly higher than DIA's -1.66% return. Over the past 10 years, ^GDAXI has underperformed DIA with an annualized return of 7.35%, while DIA has yielded a comparatively higher 10.97% annualized return.


^GDAXI

YTD

18.69%

1M

7.09%

6M

22.29%

1Y

26.41%

3Y*

19.29%

5Y*

16.37%

10Y*

7.35%

DIA

YTD

-1.66%

1M

3.91%

6M

-5.31%

1Y

8.22%

3Y*

11.22%

5Y*

13.23%

10Y*

10.97%

*Annualized

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DAX Performance Index

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

^GDAXI vs. DIA — Risk-Adjusted Performance Rank

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

^GDAXI
The Risk-Adjusted Performance Rank of ^GDAXI is 9898
Overall Rank
The Sharpe Ratio Rank of ^GDAXI is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GDAXI is 9797
Sortino Ratio Rank
The Omega Ratio Rank of ^GDAXI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of ^GDAXI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of ^GDAXI is 9898
Martin Ratio Rank

DIA
The Risk-Adjusted Performance Rank of DIA is 4747
Overall Rank
The Sharpe Ratio Rank of DIA is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of DIA is 4343
Sortino Ratio Rank
The Omega Ratio Rank of DIA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of DIA is 5151
Calmar Ratio Rank
The Martin Ratio Rank of DIA is 4646
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.

^GDAXI vs. DIA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DAX Performance Index (^GDAXI) and SPDR Dow Jones Industrial Average ETF (DIA). 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 current ^GDAXI Sharpe Ratio is 1.48, which is higher than the DIA Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of ^GDAXI and DIA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Drawdowns

^GDAXI vs. DIA - Drawdown Comparison

The maximum ^GDAXI drawdown since its inception was -72.68%, which is greater than DIA's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for ^GDAXI and DIA.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

^GDAXI vs. DIA - Volatility Comparison

The current volatility for DAX Performance Index (^GDAXI) is 3.73%, while SPDR Dow Jones Industrial Average ETF (DIA) has a volatility of 4.33%. This indicates that ^GDAXI experiences smaller price fluctuations and is considered to be less risky than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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