PortfoliosLab logo
^DJI vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^DJI and ^GSPC is 0.93, 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

^DJI vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

^DJI:

0.42

^GSPC:

0.61

Sortino Ratio

^DJI:

0.68

^GSPC:

1.00

Omega Ratio

^DJI:

1.09

^GSPC:

1.15

Calmar Ratio

^DJI:

0.41

^GSPC:

0.64

Martin Ratio

^DJI:

1.39

^GSPC:

2.45

Ulcer Index

^DJI:

4.79%

^GSPC:

4.96%

Daily Std Dev

^DJI:

17.23%

^GSPC:

19.62%

Max Drawdown

^DJI:

-53.78%

^GSPC:

-56.78%

Current Drawdown

^DJI:

-5.19%

^GSPC:

-3.32%

Returns By Period

In the year-to-date period, ^DJI achieves a 0.31% return, which is significantly lower than ^GSPC's 1.00% return. Over the past 10 years, ^DJI has underperformed ^GSPC with an annualized return of 8.88%, while ^GSPC has yielded a comparatively higher 10.82% annualized return.


^DJI

YTD

0.31%

1M

9.03%

6M

-1.37%

1Y

7.21%

3Y*

10.93%

5Y*

11.76%

10Y*

8.88%

^GSPC

YTD

1.00%

1M

12.45%

6M

0.40%

1Y

11.91%

3Y*

15.05%

5Y*

15.04%

10Y*

10.82%

*Annualized

Compare stocks, funds, or ETFs

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


Dow Jones Industrial Average

S&P 500

Risk-Adjusted Performance

^DJI vs. ^GSPC — 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 4242
Overall Rank
The Sharpe Ratio Rank of ^DJI is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ^DJI is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ^DJI is 3838
Omega Ratio Rank
The Calmar Ratio Rank of ^DJI is 4646
Calmar Ratio Rank
The Martin Ratio Rank of ^DJI is 4343
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6565
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 6666
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 7373
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. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC). 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 ^DJI Sharpe Ratio is 0.42, which is lower than the ^GSPC Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of ^DJI and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Drawdowns

^DJI vs. ^GSPC - Drawdown Comparison

The maximum ^DJI drawdown since its inception was -53.78%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ^DJI and ^GSPC. For additional features, visit the drawdowns tool.


Loading data...

Volatility

^DJI vs. ^GSPC - Volatility Comparison

The current volatility for Dow Jones Industrial Average (^DJI) is 4.29%, while S&P 500 (^GSPC) has a volatility of 4.58%. This indicates that ^DJI experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...