PortfoliosLab logo
^IMXL vs. ^IMUS
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^IMXL and ^IMUS is 0.86, 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.


Performance

^IMXL vs. ^IMUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Islamic Market Titans 100 Index (^IMXL) and Dow Jones Islamic Market U.S. Index (^IMUS). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
325.23%
468.27%
^IMXL
^IMUS

Key characteristics

Sharpe Ratio

^IMXL:

0.30

^IMUS:

0.23

Sortino Ratio

^IMXL:

-0.02

^IMUS:

-0.11

Omega Ratio

^IMXL:

1.00

^IMUS:

0.98

Calmar Ratio

^IMXL:

-0.10

^IMUS:

-0.18

Martin Ratio

^IMXL:

-0.33

^IMUS:

-0.57

Ulcer Index

^IMXL:

6.04%

^IMUS:

6.81%

Daily Std Dev

^IMXL:

17.20%

^IMUS:

19.89%

Max Drawdown

^IMXL:

-48.36%

^IMUS:

-47.72%

Current Drawdown

^IMXL:

-9.77%

^IMUS:

-10.80%

Returns By Period

In the year-to-date period, ^IMXL achieves a -6.11% return, which is significantly higher than ^IMUS's -7.03% return. Over the past 10 years, ^IMXL has underperformed ^IMUS with an annualized return of 9.97%, while ^IMUS has yielded a comparatively higher 10.53% annualized return.


^IMXL

YTD

-6.11%

1M

13.36%

6M

-7.11%

1Y

6.47%

5Y*

11.95%

10Y*

9.97%

^IMUS

YTD

-7.03%

1M

14.49%

6M

-8.09%

1Y

5.69%

5Y*

12.22%

10Y*

10.53%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

^IMXL vs. ^IMUS — Risk-Adjusted Performance Rank

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

^IMXL
The Risk-Adjusted Performance Rank of ^IMXL is 2727
Overall Rank
The Sharpe Ratio Rank of ^IMXL is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IMXL is 2525
Sortino Ratio Rank
The Omega Ratio Rank of ^IMXL is 2525
Omega Ratio Rank
The Calmar Ratio Rank of ^IMXL is 2121
Calmar Ratio Rank
The Martin Ratio Rank of ^IMXL is 2424
Martin Ratio Rank

^IMUS
The Risk-Adjusted Performance Rank of ^IMUS is 2424
Overall Rank
The Sharpe Ratio Rank of ^IMUS is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of ^IMUS is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ^IMUS is 2222
Omega Ratio Rank
The Calmar Ratio Rank of ^IMUS is 1717
Calmar Ratio Rank
The Martin Ratio Rank of ^IMUS is 2020
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.

^IMXL vs. ^IMUS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Islamic Market Titans 100 Index (^IMXL) and Dow Jones Islamic Market U.S. Index (^IMUS). 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 ^IMXL Sharpe Ratio is 0.30, which is comparable to the ^IMUS Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of ^IMXL and ^IMUS, 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-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.30
0.23
^IMXL
^IMUS

Drawdowns

^IMXL vs. ^IMUS - Drawdown Comparison

The maximum ^IMXL drawdown since its inception was -48.36%, roughly equal to the maximum ^IMUS drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for ^IMXL and ^IMUS. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-9.77%
-10.80%
^IMXL
^IMUS

Volatility

^IMXL vs. ^IMUS - Volatility Comparison

The current volatility for Dow Jones Islamic Market Titans 100 Index (^IMXL) is 5.42%, while Dow Jones Islamic Market U.S. Index (^IMUS) has a volatility of 5.98%. This indicates that ^IMXL experiences smaller price fluctuations and is considered to be less risky than ^IMUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
5.42%
5.98%
^IMXL
^IMUS