PortfoliosLab logo
^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
1,889.50%
1,679.29%
^DJI
^DJT

Key characteristics

Sharpe Ratio

^DJI:

0.24

^DJT:

-0.45

Sortino Ratio

^DJI:

0.47

^DJT:

-0.51

Omega Ratio

^DJI:

1.06

^DJT:

0.94

Calmar Ratio

^DJI:

0.25

^DJT:

-0.38

Martin Ratio

^DJI:

0.96

^DJT:

-1.20

Ulcer Index

^DJI:

4.30%

^DJT:

9.03%

Daily Std Dev

^DJI:

17.05%

^DJT:

23.89%

Max Drawdown

^DJI:

-53.78%

^DJT:

-60.92%

Current Drawdown

^DJI:

-10.93%

^DJT:

-22.49%

Returns By Period

In the year-to-date period, ^DJI achieves a -5.76% return, which is significantly higher than ^DJT's -13.43% return. Over the past 10 years, ^DJI has outperformed ^DJT with an annualized return of 8.34%, while ^DJT has yielded a comparatively lower 4.58% annualized return.


^DJI

YTD

-5.76%

1M

-5.86%

6M

-5.38%

1Y

4.24%

5Y*

11.04%

10Y*

8.34%

^DJT

YTD

-13.43%

1M

-7.06%

6M

-14.40%

1Y

-8.73%

5Y*

11.24%

10Y*

4.58%

*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

^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 4747
Overall Rank
The Sharpe Ratio Rank of ^DJI is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJI is 4646
Sortino Ratio Rank
The Omega Ratio Rank of ^DJI is 4545
Omega Ratio Rank
The Calmar Ratio Rank of ^DJI is 4848
Calmar Ratio Rank
The Martin Ratio Rank of ^DJI is 5151
Martin Ratio Rank

^DJT
The Risk-Adjusted Performance Rank of ^DJT is 99
Overall Rank
The Sharpe Ratio Rank of ^DJT is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJT is 1010
Sortino Ratio Rank
The Omega Ratio Rank of ^DJT is 1010
Omega Ratio Rank
The Calmar Ratio Rank of ^DJT is 77
Calmar Ratio Rank
The Martin Ratio Rank of ^DJT is 88
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 0.24, compared to the broader market-0.500.000.501.001.50
^DJI: 0.24
^DJT: -0.45
The chart of Sortino ratio for ^DJI, currently valued at 0.47, compared to the broader market-1.000.001.002.00
^DJI: 0.47
^DJT: -0.51
The chart of Omega ratio for ^DJI, currently valued at 1.06, compared to the broader market0.901.001.101.201.30
^DJI: 1.06
^DJT: 0.94
The chart of Calmar ratio for ^DJI, currently valued at 0.25, compared to the broader market-0.500.000.501.00
^DJI: 0.25
^DJT: -0.38
The chart of Martin ratio for ^DJI, currently valued at 0.96, compared to the broader market-2.000.002.004.006.00
^DJI: 0.96
^DJT: -1.20

The current ^DJI Sharpe Ratio is 0.24, which is higher than the ^DJT Sharpe Ratio of -0.45. 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
0.24
-0.45
^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
-10.93%
-22.49%
^DJI
^DJT

Volatility

^DJI vs. ^DJT - Volatility Comparison

The current volatility for Dow Jones Industrial Average (^DJI) is 12.14%, while Dow Jones Transportation Average (^DJT) has a volatility of 16.33%. 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
12.14%
16.33%
^DJI
^DJT